Bradley Bumstead - Financial Services, Financial Planning Management, Financial Planner and Advisor, Investment Planning Management & Consulting, Retirement & Estate Planning.

Brad Bumstead, Partner

Cell: 604-722-5794

Fax: 604-662-3208

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.

If you are interested in making an appointment with Brad, please refer to his schedule and email Brad directly with a meeting time that works for you.

Financial Planning For:

BFS 360 Business Planning For:

Insurance:

Critical Illness Insurance

Disability Insurance

Long Term Care Insurance

Investment Planning:

GIC's and Term Deposits

Group Benefits:

Estate Planning

Bumstead Financial Services provides comprehensive wealth management that includes: insurance, financial planning, financial management, investment planning, investment management, and estate and retirement planning.

Contact one of our financial advisors today.