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Devoted to you and your family for 40 years 

WHO WE ARE

For over 40 years, our team has been devoted to providing specialized Financial Planning tailored to the individual needs of our clients and their families. It is always our goal to provide the best possible experience for every client who walks through our doors and we strive to deliver expert advice and service every step of the way.

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We offer a range of products including Life Insurance, Living Benefits, Financial Planning, Mutual Funds, and more. We also partner with a number of industry-leading providers to deliver proven non-traditional solutions that meet the needs of our clients and help them meet their bottom line.

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SERVICES

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FINANCIAL PLANNING

From Mutual Funds to Estate Planning, let our team help you secure your financial future through custom strategies tailored to your needs.

INSURANCE

Including Life Insurance, Critical Illness Insurance and Disability Insurance for individual clients, as well as assisting with buy-sell insurance for corporate clients, our team will assist you in finding the most suitable products to accomplish your goals.

DEVOTED TO YOU AND YOUR FAMILY

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© 2026 by Bumstead Financial Services Inc. Powered and secured by Wix

Office Hours

Mon - Fri: 9am - 4pm

​​Saturday: Closed

​Sunday: Closed

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Insurance products, including segregated fund policies are offered through Bumstead Financial Services Inc. and Mutual funds are offered through IPC Wealth Inc.

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For the IPC Wealth privacy policy, click here.

 

Make your investment decisions wisely. Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate. 

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