The Power of Advice
The right advice makes all the difference and we're committed to providing you with options to help you achieve financial success.
You’ll have access to our resources including other expert advisors, business and estate lawyers, and accounting professionals. 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 on implementation, following through on recommendations.
As your life changes, we make sure that your plan and your investments are in alignment with your needs.
Personal Finance Matters
As a service oriented business, we believe that our personal touch to everything we do and our strong attention to detail creates a remarkable experience and a relationship with our client that is built to last a lifetime.
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.
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.
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.
We can help you achieve financial success. Connect with us to find out more.
The Mutual Fund Dealers Association of Canada (MFDA) is the national self-regulatory organization (SRO) for the distribution side of the Canadian mutual fund industry. It's structured as a non-profit corporation and members are mutual fund dealers licensed with provincial securities commissions. Learn more on the MFDA site.
Buying a home can be overwhelming, especially when thinking about how to afford a down payment. The good news is, as a Canadian resident, you have some options for financing your new home. If you’ve contributed money to your Registered Retirement Savings Plan (RRSP), you may be eligible to use those funds to purchase a home with the Home Buyers’ Plan (HBP).
A Registered Education Savings Plan is a great way to make sure your children have the funds to pursue higher education, but what happens if your child doesn't want to attend college?
A clear understanding of what wealth looks like to you may help you build a financial strategy.