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Mutual funds

A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers.

For mutual fund information, click here.

 

 

Individual Life Insurance

Life insurance can provide more than protection for you and your family in the event of a death. Bumstead Financial Services Inc. can show you how the right policy can help give you benefits while you're living! These include; building a savings component, or cash values that can be used for personal or business opportunities.

 

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Estate Planning

By planning for tomorrow today, you can help protect your estate and leave a lasting legacy for those you care about. A little careful planning can help minimize taxes payable out of your estate when you die. Estate planning can also help you reduce the fees charged to process your Will, and ensure that your assets go to the people you choose.

 

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Critical Illness Insurance

If you become ill, your focus should be on recovery. Critical illness insurance offers you many choices, and allows you to recover on your own terms.

 

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Disability Insurance

We spend a great deal of time working to succeed in our jobs and careers. Few of us think about ensuring that we have a safety net to fall back on should we become disabled. Bumstead Financial Services Inc. can explain the benefits available, and how you can qualify.

 

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Bumstead Financial Services Inc. represents Canada Life Insurance Company and offers a range of products from other financial services companies to provide the best possible service for established and new clients.

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