About Anthony Dumas
Personalized Solutions
With over 10 years of experience in personal finance, I’ve helped clients across Canada find clarity, confidence, and control in their financial lives. I founded Dumas Financial to offer something different — practical, personalized advice that meets people where they are.
Whether you’re planning for retirement, trying to grow your investments, or just want to get a handle on your monthly budget, I create strategies that actually fit your life — not just a spreadsheet.
My process is built around real conversations, not sales pitches. We start with a free consultation, talk through your goals and current situation, and decide together what your next step should be. If we’re a good fit, I’ll design a plan tailored to your needs — and I’ll be there to help you adjust it as life evolves.
I work online with clients all across Canada, offering flexible and friendly support that puts your priorities first.
No Matter What You Are Looking For
Aways Start With
The Free Consultation
Every financial journey is unique — and the best way to help you is by first understanding your full picture. Whether you’re looking for investment advice, retirement planning, budgeting help, or anything in between, it all begins with a no-pressure conversation. Book your free consultation so I can get to know your needs and share how Dumas Financial can support your goals.
WHAT WE OFFER
Gain clarity, confidence, and direction with a full picture of your finances.
Stay supported with regular check-ins and flexible advice as life evolves.
Turn near-future goals into reality with structured, practical financial planning.
PEOPLE SHARE
Sarah T. – Edmonton, AB
"I always thought I had a decent handle on my finances until I sat down with Anthony. The assessment he put together was eye-opening. He showed me exactly where my money was going, pointed out areas I didn’t realize I was overspending, and helped me identify a strategy for savings that actually works for my lifestyle. No judgment — just clarity. It’s the best decision I made this year."
Deepak M. – Brampton, ON
"Anthony's financial assessment was thorough, practical, and incredibly helpful. He laid out my entire financial situation in a way that finally made sense to me. With his guidance, I was able to eliminate unnecessary expenses and set up a clear path to grow my emergency fund. I now feel more in control of my money than I ever have."
Julia L. – Halifax, NS
"Working with Anthony on budgeting completely changed my mindset. He didn’t just give me a spreadsheet — he helped me build a system that fits my daily life. We identified where I was leaking money, streamlined my monthly bills, and now I’m finally saving consistently. I thought budgeting would be restrictive, but this gave me freedom instead."
Michael D. – Vancouver, BC
"I used to dread looking at my bank account. Anthony helped me create a cash flow plan that not only works with my irregular income but also ensures I’m actually saving and reducing my credit card balance. His approach is hands-on but never overwhelming. It’s like having a personal trainer for your money."
Lise and André P. – Quebec City, QC
"Retirement planning felt intimidating until we met Anthony. He patiently walked us through every detail — pensions, government benefits, investment withdrawals — and helped us build a retirement income strategy that felt achievable and secure. We left our sessions feeling relieved and confident about the next chapter of our lives."
Caroline J. – Winnipeg, MB
"Anthony helped me create a realistic plan to save for my upcoming maternity leave. He modeled different scenarios, showed me where to adjust my budget, and helped me protect my savings. Without his guidance, I would’ve had to rely on credit cards. Now I’m heading into this new chapter prepared and calm."
Theo N. – Ottawa, ON
"I needed to save for a big move and was falling short each month. Anthony broke down my income, showed me where to free up money, and built a 6-month plan that actually worked. What seemed stressful before now feels completely under control. I’ll be working with him again for my next goal."
Graham W. – Calgary, AB
"I had a decent RRSP and a TFSA, but no idea how to turn that into a retirement plan. Anthony helped me understand how to draw from those accounts in a tax-efficient way and how to optimize my government benefits. He made something complex feel simple, and I now have a roadmap I can trust."