• Achieving Your Financial Goals

Achieving your Goals with Clear Path Financial Planning

We specializing in Financial Planning, providing proven solutions to help you.

About Us

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.

Brad Bumstead, Certified Financial Planner®

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.

Howard Cheung, Group Benefits Specialist

Howard Cheung has 10 years of specialized experience and expertise in the group benefits industry. He understands the intricacies of group benefits and believes the key to providing healthy sustainable benefits is explaining the inner workings of a plan not only to HR/CFO/CEO, but to members as well. His mission is to help shift valuable time from you, and spend time to educate members about benefits, so you can focus on your business.

Partnered with a market research and benefits analysis team, Howard provides customized benefits for organizations from small to large. Along with providing detailed renewal analysis and market survey to employers, he presents to employees as well to ensure the end-users are happy.

Disclaimer

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc 

Insurance products are provided through Hub Financial Inc.

  • Discovery

    We work with you to identify your financial goals.  Your goals are our goals, we help you achieve your lifestyle dreams and aspirations.

  • Plan

    We educate you on strategies that can help you:

    • Increasing Personal Wealth
    • Increasing Cash Flow
    • Protecting your wealth

    We put together a plan to help you achieve your goals.

  • Implementation

    Financial Planning can be complicated, we agree on the plan and begin implementing all aspects of the plan while keeping your financial goals in mind.

    • Wealth Accumulation
    • Wealth Protection

  • Review

    We regularly review plans with you to ensure the strategies we’ve implemented continue to meet the your changing needs and situation.

Clear Path Financial Planning at every Step of your Business and Life

Working with Clear Path Financial Planning

Bradley was  very helpful setting me up with long term life insurance so that my family were provided for if something happened to me. They gave me various options to choose from and steered me towards what best suited my situation. It was a much easier and more affordable option than mortgage insurance. I would highly recommend Brad and his company to anyone that asked

Matt ArtisProject Manager
Dane Kingsbury

Bradley has helped a number of my clients with their insurance needs, especially with regard to ensuring that their mortgage balances are covered. In doing so, he is helping them save money while having better coverage. In addition to this, having a quality Financial Planner like Bradley allows me to feel confident that my clients will be well taken care for the long term.

Dane KingsburyReal Estate Professional
Carl Whiteside

Bradley Bumstead has been a wonderful asset to the management of my finances. He has great insights into all areas of my financial planning and has a very thorough understanding of the market and related product offerings. I would recommend and have recommended Bradley to anyone seeking direction laying out and planning their financial future.

Carl WhitesideBusiness Development
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