YOUR INVESTMENT PORTFOLIO YOUR WAY
Our team is equipped with the tools and experience to help you meet your investment goals no matter how big or small they may be. Whether you’re new to the world of investing or a seasoned veteran, we’re here to help you make wise investment decisions. Our Mutual Funds offerings include:
RESPs, RRSPs and RRIFs
Corporate Class mutual funds
Charitable Giving program
Tax-efficient monthly cash flow with D series mutual funds
Tax-Free Savings Accounts (TFSA)
Registered Disability Savings Plans (RDSP)
Powered by Quadrus Investment Services LTD, we have access to thousands of mutual funds.
It’s never too late to start working towards your investment goals. If you’re ready to get started contact us today to speak with one of our experienced advisors about building an investment plan tailored to your needs.
Insurance products, including segregated fund policies, are offered through Bumstead Insurance and Financial Services Inc., and Doug Bumstead and Taryn Bumstead King offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.