© 2017 Bumstead Insurance & Financial

Devoted to you and your family for over 38 years

info@bumsteadins.ca 519.376.2736

1-800-263-3572

954 1st ave west

Owen Sound, ON

Columbia Valley, BC

1-800-263-3572

Mutual Funds

 

Quadrus Investment Services Ltd., offers you a range of planning tools and support to help meet your investment needs.

 

 

 

Quadrus Investment Services Ltd. and design, Quadrus Group of Funds and Fusion are trademarks of Quadrus Investment Services Ltd. used with permission by London Life Insurance Company.

 

Doug Bumstead CFP, CLU, CHFC
Investment Representative
Quadrus Investment Services Ltd.

 

Helen Hobbs
Marketing Associate
Quadrus Investment Services Ltd.

 

Mike Spencer
Marketing Associate
Quadrus Investment Services Ltd.

 

Taryn Bumstead
Associate Advisor
Quadrus Investment Services Ltd.

 

Mutual Funds

  • RESPs, RRSPs and RRIFs

  • labour-sponsored investment funds

  • corporate class mutual funds

  • Fusion™ investment program (dealer wrap)

  • charitable giving program

  • tax-efficient monthly cash flow with D series mutual funds

  • tax-free savings accounts (TFSA)

  • Registered Disability Savings Plans (RDSP)

 

Through Quadrus Investment Services Ltd., we have access to thousands of mutual funds, including the Quadrus Group of Funds – an exclusive mutual fund family that offers clients a multi-managed, multi-style approach by some of the world's leading investment managers.

 

Make your investment decisions wisely. Important information about mutual funds is found in the funds' simplified prospectus. You can obtain a copy of this from your investment representative. 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.