DuMoulin Financial protects your legacy:
today, tomorrow and beyond.
Regardless of where you are on your financial journey, we help you to understand and select the best options for achieving your financial goals.
Financial success is about making the right decisions at the right time. With some investments in place, you may still be wondering if you’ve done all you can to secure your financial future. Or you might be contemplating your next financial move and you're looking for the right investment guidance.
Regardless of where you are on your financial journey, our Private Client Portfolios and Retirement Planning Services help you understand and select the best options for achieving your financial goals. Our approach is simple: straightforward investment and financial planning solutions for managing your wealth.
As founders of DuMoulin Financial, Paul and Tracey have over 40 years of combined experience working with individuals from all walks of life. Throughout the years, we’ve become trusted advisors to a range of clients, from retirees, business owners and executives to individual families.
Our Private Client Portfolios have a strong focus on reducing volatility and protecting capital, while still providing the potential for strong relative capital growth. The goal is to make sure investors are well compensated for the risks they take.