About DuMoulin Financial

As founders of DuMoulin Financial we have over 30 years of combined experience working with individuals from all walks of life. From retirees, business owners and executives to individual families, we offer our clients a combination of comprehensive financial planning and investment options. Our services include estate planning and insurance recommendations as well as tax advantaged investments and Guaranteed Investment products such as Annuities, Segregated Funds and Principal Protected Notes. We also offer 6 different managed mutual fund portfolios that range from conservative to aggressive. Our resources include access to other expert advisors including business and estate lawyers as well as accounting professionals, but we also make a point of working with your own team advisor should you already have one in place.

Most importantly, we continue to work with you to make sure your planning is completed by implementing and following through on the recommendations. As your life changes, we make sure that your plan and your investments are up to date with your needs. As a service oriented business, we believe that our personal touch to everything we do and our attention to detail creates an experience that is built to last a lifetime.

Both Paul and Tracey have their Elders Planning Counselor Designation. The Canadian Initiative for Elder Planning Studies and its member Elder Planning Counselors stand for the highest of professional principles and standards regardless of their profession. This Code of Professional Ethics sets forth the minimum ethical conduct for all members. Voluntary compliance at the very highest levels is their expectation. The EPC designation is an earned privilege and CIEPS reserves the right to deny anyone membership for behavior it determines detrimental to its members and principles. Click here to see more.

Paul DuMoulin CFP EPC

Paul first entered the financial services industry in 1994. As a Certified Financial Planner, Paul has dealt one on one with a wide range of clients with a passion for providing clients with the best investment strategies possible. DuMoulin Financial is built on the philosophy that the client's interest should always come first.

Paul remains involved with the day-to-day management of clients Financial Planning needs and management of their investment portfolios.

Tracey Pearce EPC

Tracey started her career in the financial services industry in 1998. From the beginning Tracey had a knack for responding to clients needs and concerns by tapping in to her creative side to provide solutions above client's expectations. As a representative, she has been helping clients by providing them with exceptional service as well as sound financial advice.