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Financial Clarity for our Clients

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 on the part of the client or their financial team not spending time to ensure the client fully understands and appreciates the possible benefits and disadvantages of each proposal.

We take the time to educate you every step of the way. Having financial clarity is the key to financial success. 

Book a meeting today to see your Clear Path to Financial Clarity.

Brad Bumstead, CFP

Financial Advisor with Investia Financial Services Inc.

A proud alumni of the University of Victoria, I worked with my Father, a former accountant and financial advisor, for several years before branching off on my own. At the outset of my career I observed the disjointed and biased financial advice being offered without any understanding of the underlying financial goals. When I launched Clearpath Financial Planners in 2013,  my goal was to help successful business owners and professionals get organized in all 6 areas of their financial lives through comprehensive financial planning.

Integrating the CFP® code of ethics and practices into my planning I help our clients gain clarity around their financial goals and not only create but implement their personalized plan to achieve their version of success. Our team specializes in implementing a comprehensive plan that integrates all 6 areas of one’s personal and corporate financial life with coordinated integration. We work best with successful professionals, business owners and executives who are focused on growing their business and value comprehensive advice. Our team empowers our clients to reduce taxes, invest smarter, and retire on their terms.

When I’m not crafting comprehensive financial plans, you can find me coaching my daughter’s soccer team, walking my pet Pomeranian Lil Miss, practicing my Mandarin Chinese, or perfecting the agenda for our next family Disney vacation.

I’m a proud member of the following professional organizations:

  • CFP
  • RSA

Olive Carodan

After spending most of her career teaching Science to grade 3 students, Olive decided to take her skills to the financial planning industry. Olive is passionate about helping people and we are lucky to have her as a Rockstar Client Service Manager. She helps keep our team organized, coordinates appointments, and ensures we are accountable in implementing the agreed upon plan.

Olive was born and raised in Isabela Philippines before immigrating to Canada in 2017.  She is a proud mom to her soccer loving son James and a devout parishioner of her Church.

When she’s not helping clients, you can find Olive dining with her son James, listening to classic country music, enjoying a romance novel, or catching up on the latest Korean drama show.

Joti Bagri

After completing a dual degree in business and psychology from Simon Fraser University, Joti uncovered her passion for everything finance related. Her love of numbers started with her very first Finance 101 class at North Delta Secondary School. Upon joining the Clear Path Team in 2021, Joti has been fully committed to using her knowledge and experience to help our clients define and implement their Clear Path Comprehensive Financial Plan. She helps the team stay organized, processes client trades and assists with the marketing of our services. Joti was born, raised and lives in Surrey, British Columbia, where she enjoys spending time with her family and friends. When Joti is not working, she is busy volunteering at WISH, a Vancouver based woman shelter, or reading up on the latest issues related to climate change. Recently Joti has taken up home cooking and loves making Italian meals the most.

Howard Cheung

 

Howard 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.

Matt Artis, Project Manager

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.

Dane Kingsbury, Real Estate Professional

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.

Carl Whiteside, Business Development

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.

Ready for Financial Clarity?