Contact Information!
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Mailing address...
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portfolio4less.com
Unit B3-1410 Parkway Blvd #116
Coquitlam, BC V3E 3J7
Phone: (604) 257-4745
Toll free: (866) 466-4745
Fax: (604) 261-2255
Toll free fax: (866) 804-2255
Hours
9:00am - 4:00pm (pacific time)
About us
As the founders of portfolio4less.com, Paul DuMoulin and Tracey Dunnet set out to create a new alternative for Canadian investors that would provide a solution to the current problems they faced with the financial planning industry. The success of portfolio4less.com was achieved by addressing clients 2 major areas of concern, cost and performance. Paul and Tracey have been able to identify and deliver exactly what investors have been demanding but not receiving until now. With over 25 years combined experience, they have extensive first hand experience dealing with clients from all walks of life. |
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Paul DuMoulin, CFP
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Tracey Dunnet
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Paul first entered the financial planning industry in 1994. As a Certified Financial Planner, Paul has dealt one on one with a wide and diverse range of clients. With knowledge and a passion for providing clients with the best investment strategy possible, it became clear that dealing with clients individually had its limitations. portfolio4less.com became the solution to provide individuals across the country with the investment options they deserve at a price that is fair. 
Tracey started her career in the financial planning industry in 1998. From the beginning Tracey had a knack for responding to clients needs and concerns by tapping in to her creativity to provide solutions above clients expectations. As a representative, she has been helping clients by providing them with exceptional service as well as sound financial advice. Tracey became aware of the widespread lack of performance and inadequate financial advice that was accepted as the standard in the industry, and set out to change it. 
