604-313-3586
DuMoulinFinancial offers services to help clients achieve their retirement goals and manage their insurance needs. Our experienced team can provide personalized advice and solutions tailored to your specific situation. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, DuMoulinFinancial can help you navigate the complexities of these areas to ensure you are on track to achieving your financial goals.
We have all heard the commercials about MERs and that it can eat away at your investment, but the real questions is; is your investment giving you the return you need? Our mutual fund investments not only have low MERs compared to our competition we are always concerned about the NET RETURN. Our portfolios combine low MERs with solid net return. If you do better, we do better.
Are you looking for advice on RRSP's, TFSA's, RRIF's, Non-registered accounts, RESP's, RDSP's or maybe the new First Home Savings Account? We offer professional managed portfolios that will meet the needs of your financial situation.
Whether you are looking for Whole, Universal or Term Insurance we are able to search our database for the best products. We also provide Travel and health insurance.
If you want us to take care of the work, we provide financial planning services which include investments, insurance, and showing you how to get to your goals.
If you or your loved one receives the disability tax credit take advantage of the benefits of investing in an RDSP. Government grants and tax free savings.
Not every portfolio is created equal. Diversification, risk tolerance and costs all contribute to a healthy financial portfolio. Our portfolios offer low cost with pension pricing.
Our team of experts carefully selects a mix of assets to maximize returns while minimizing risk. With our pension pricing structure, you can save on fees and ensure that your money is working efficiently for you.
By diversifying your portfolio across different asset classes, industries, and regions, you can reduce the impact of market fluctuations on your investments. This can help protect your wealth and potentially increase your returns over the long term.
Additionally, we take into account your risk tolerance when constructing your portfolio. By aligning your investments with your comfort level, you can feel confident in your financial strategy and stay focused on your long-term goals.
Don't let high fees eat away at your returns. With our low-cost, pension pricing model, you can invest with confidence and peace of mind. Contact us today to learn more about how our portfolios can help you achieve your financial goals.
As founders of
