Financial Advice that Helps You Make Logical, Well Informed Decisions.
 
We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision. It always surprises us to learn that so many individuals are removed from their planning and rely on their advisers to recommend the best course of action. This tends to be the result of a lack of understanding of the  proposed concept/situation on the part of the client or their financial team not spending time to ensure the client fully understands and appreciates the possible benefits/disadvantages of each proposal.  


Senior Partners
 
Cell:   604-831-8343
Fax:    604-662-3208
Email:  j.bumstead@bumsteadfinancial.com


Jim graduated from UBC with a bachelor of commerce in finance. He articled for his chartered accounting degree with an international firm of C.A.’s and then left public practice to work for a major Canadian airline where he held several different positions. In 1987, Jim left the airline industry to enter the Financial Services industry. This was the start of Bumstead Financial Services.

Since 1987, Jim has built a successful independent brokerage firm, which specializes in meeting all the client’s financial needs and risk assessment. “We want to increase client’s wealth while reducing or minimizing the risk to them and their families. Wealth Creation and Estate Preservation are areas that are of paramount importance to them.”



 
Cell:  604-722-5794
Fax:   604-662-3208
Email:  b.bumstead@bumsteadfinancial.com


After graduating from the University of Victoria with his B.A., Brad traveled throughout Asia and settled in Taiwan in order to study Chinese at the National Sun-Yat Sen University. After returning from abroad Brad got his full life license in the summer of 2004 and his mutual fund license in early 2005. After two additional years of studying, Brad ascertained his full Certified Financial Planning designate in 2007. He is committed to abiding by the CFP code of ethics and practices in order to help his clients achieve their financial goals and aspirations.





Andrew Chan,  Partner
Cell:  604-780-2286
Fax:   604-662-3208
Email:  a.chan@bumsteadfinancial.com

Andrew has been in the Financial Services Industry since 2003. He has a Diploma in Financial Planning/Management through BCIT and is currently pursuing the “CFP” Certified Financial Planning Designation. Andrew began his career working with RBC Royal Bank and carries his Life and Health Insurance License and has also completed his Mutual Fund course through the Institute of Canadian Bankers. Andrew prides himself on being an independent advisor who has the ability to deal with various insurance and investment companies to find the best solutions for his clients.






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