DuMoulin Financial Services

By: Dumoulin Dunnet Financial  09-12-2011
Keywords: financial plan

Our services are broken down into two general categories Model Portfolios and Financial Planning. While we do encourage all our clients to have some form of financial plan in place, many of our clients retain our services for our expertise in Model Portfolios alone. The following is an outline of the services we offer:

Model Portfolios - Since October of 2004 we have been managing and recommending our clients invest in one of our six professionally designed mutual fund portfolios. Our portfolios range from conservative to aggressive and are suitable for both registered and non-registered accounts. More detailed information on our portfolios can be found on the In addition to our portfolios, we offer the following investment services;

We offer the following types of accounts:

  • Registered Retirement Savings Plan
  • Registered Retirement Income Fund
  • Tax-Free Savings Account
  • Registered Education Savings Plan
  • Non-Registered Investment Accounts
  • Individual Pension Plans
  • Locked-In Retirement Account
  • LIF
  • plus many more

Financial Planning-
Our services range from the simple creation of regular savings plans to the more complicated areas of strategic tax planning for individuals or businesses, as well as Estate planning. Our comprehensive planning process custom builds a plan that is created just for you and your unique situation.

Keywords: financial plan

Contact Dumoulin Dunnet Financial


Print this page