Your Portfolio Should Reflect Your Goals!!!

Not a risk score, not a pie chart, you.

We believe your investment portfolio should be a true

reflection of your personal financial goals. That's why

we specialize in designing portfolios tailored

specifically to your individual needs.

When creating your portfolio, we carefully consider

both potential returns and associated risk to ensure

the best possible outcome for you.

Portfolios for you!

Download The Investment Blueprint--a free, practical

guide for Canadians with $500k+ in assets who want

personalized, hands-on retirement investing.

Is this Guide Right for you?

We're excited to introduce the Investing Blueprint, designed specifically for Canadians looking to elevate their

investment strategy. This service is ideal for those who want to move beyond basic DIY investing, generic advice,

or feeling like just another account number at a large institution.

This is for you if:

You’re 50+ and thinking seriously about retirement

You’ve saved $500,000 or more

You want your portfolio to reflect your goals

You value proactive service and professional oversight

You’re looking for lower, transparent fees with real guidance behind them

If you’ve ever felt like you’re managing your money alone, or you see yourself or stuck in a system that doesn’t really “see” you—this guide is your next step.

Are you ready to take control of your financial future with professional and personalized guidance?

At DuMoulin Financial, we bring over 45 years of combined experience to help you achieve your financial goals

We invite you to schedule a free consultation where we will:

* Review your current financial strategy: We'll take a close look at where you stand today.

* Identify past successes and challenges: We'll discuss what has worked for you in the past and what hasn't.

* Assess our potential fit: We'll determine if our expertise aligns with your needs and if we can be a valuable

partner in your financial journey.

Our goal is to ensure you're on the right track towards financial success.

To book your complimentary consultation, please contact us at your convenience.

Book a CallNo-obligation!

If you feel that The Investing Blueprint + free consultation provide value to your current situation, we'll be happy to work with you!

Claim Your FREE Portfolio Blueprint

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Frequently Asked Questions

What types of investment plans do you offer?

RRSP, RRIF, TFSA, Non-Registered, Corporate Investments accounts, FHSA, RDSP, RESP, In-Trust Accounts, Formal Trusts, LIRA, LIF, Locked In RRSP

How do you ensure my investments are secure?

At DuMoulin Financial, your security is our absolute priority. As licensed advisors under Monarch Wealth Corporation, we want to assure you that your assets are held with trusted custodians in a regulated and transparent environment.

You'll always have a clear understanding of where your money is, how it's performing, and why it's invested the way it is. We are committed to keeping you informed every step of the way.

Can I adjust my investment plan later?

Absolutely! Life changes, and with those changes, your risk tolerance and financial priorities can evolve.

Fortunately, there are no fees associated with adjusting your investments to better align with your current situation.

Is there a minimum investment amount required?

Yes, we typically work with clients who have $500,000 or more in investable assets.

However, if you feel that we might be a good fit for you, please don't hesitate to give us a call. We often work with families, which means that while your children might not individually meet the asset threshold, we'd be happy to help them with their financial goals as part of a family relationship.