Independent Financial Advice for Retirees and Families
DuMoulinFinancial
We help retirees and those preparing for retirement make sense of their financial options with clarity and confidence. Our focus is on building investment, planning, and insurance strategies that reflect your unique goals and provide peace of mind for the years ahead. By listening to your story and understanding what matters most to you, we create a personalized approach that supports your retirement journey and protects the people you love. Together, we will work to ensure your financial future is secure, reliable, and stress-free.
Pre-Retirees
Transitioning into retirement can feel overwhelming. We guide you through tax-efficient income strategies, portfolio adjustments, and insurance coverage so you can confidently move into this next stage of life.
Retirees
Strategies to help you retire with confidence and peace of mind. With our guidance, you can trust that your finances will sustain you through your retirement years.
Our Services
Investments
We focus on a high-level portfolio approach that includes rebalancing, consolidated tax reporting, and benchmarking awareness. With access to leading carriers and fund managers like Mackenzie and Fidelity, we provide independent solutions that fit your goals.
Financial Planning
As a Certified Financial Planner (CFP), Paul offers comprehensive planning to help you build strategies that support your life. From retirement planning to estate and tax efficiency, we create a roadmap designed for long-term security.
Insurance
Protect what matters most. We offer independent access to life, disability, critical illness, long-term care, travel, and health insurance through leading providers such as Canada Life, Manulife, Sun Life, Empire Life, RBC, and IA Financial Group.
Private Client Portfolios
Our portfolios give you confidence and clarity with:
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Independent portfolio managers who follow a disciplined, process-driven approach
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Balanced strategies through smart asset allocation, diversification, and regular rebalancing
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Professional oversight and continuous monitoring to keep your investments on track
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Secure online access to your accounts anytime
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Simple, consolidated tax reporting that makes life easier
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Transparent fees that decrease as your account grows
Paul DuMoulin, CFP® and Tracey DuMoulin
Why Choose DuMoulinFinancial?
Independant Advice
We are not tied to one provider. This means we can access multiple carriers and fund managers to build solutions that truly fit your needs.
Trusted Experience
With more than 25 years of combined experience, Paul and Tracey bring integrity, honesty, and a client-first approach to every conversation.
Personal Connection
We understand the importance of family and relationships. Our clients know us as advisors who listen, care, and provide guidance with honesty and reliability.
We Work With
