Achieving your Goals with Clear Path Financial Planning
We specializing in Financial Planning, providing proven solutions to help you.
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.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc
Insurance products are provided through Hub Financial Inc.