David Bumstead Email
Business Development @ Seven Elements Wealth Planning
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David Bumstead Location
- Midland, ON, CA
David Bumstead Work
- 2023 -now Business Development @
- 2000 -now President @ D. L. Bumstead Financial Inc.
- 2018 -2023 Vice President, Eastern Sales @ Stonebrooke Private Wealth Management
- 2013 -2020 Investment Fund Advisor @
- 2016 -2018 Vice President of Business Development @ The ABEX Group
- 1998 -2016 President and COO @ Wise Riddell Financial Group (Barrie) Limited
- 1996 -1998 Regional Manager @
- 1994 -1996 District Manager @ The Prudential Insurance Company of America
- 1992 -1994 Manager, Management Development @ The Prudential Insurance Company of America
- 1990 -1992 Manager, Sales Development @ The Prudential Insurance Company of America
- 1985 -1990 Sales Manager @ The Prudential Insurance Company of America
- 1981 -1985 Agent @ The Prudential Insurance Company of America
David Bumstead Education
- Advocis - The Financial Advisors Association of Canada
Chartered Life Underwriter - CLU (Advanced Life Insurance and Estate Planning)
1981-2013 - Financial Planning Standards Council of Canada
Certified Financial Planner - CFP (Financial Planning and Services)
1994-1996 - Advocis - The Financial Advisors Association of Canada
Chartered Financial Consultant - CH.F.C. (Financial Planning and Services)
- Advocis - The Financial Advisors Association of Canada
Certified Helath Insurance Specialist - CHS (Disability, Critical Illness and Long Term Care Insurance)
- Society of Trust and Estate Practitioners
Registered Trust and Estate Practitioner - TEP (Trusts and Estate Planning)
David Bumstead Skills
- Business Succession and Estate Planning
- Insurance
- Estate Planning
- Business Development
- Planned Charitable Giving
- Retirement Planning
- Succession Planning
- Financial Planners
- Disability Insurance
- Wealth Management
- Life Insurance
- Financial Advisory
- Finance
- Retirement
- Fixed Annuities
- Strategic Financial Planning
- Wealth
- Long-term Care
- Pensions
- Term Life Insurance
- Health Insurance
- Investments
- Financial Services
- Investment Advisory
- Investment Strategies
- Employee Benefits
- Critical Illness
- Wealth Management Services
- Personal Finance
- Critical
- Personal Financial Planning
- Asset Allocation
- Financial Planning
- High Net Worth Individuals
- Long Term Care
David Bumstead Summary
- David Bumstead, based in Midland, ON, CA, is currently a Business Development at Seven Elements Wealth Planning. David Bumstead brings experience from previous roles at D. L. Bumstead Financial Inc., Stonebrooke Private Wealth Management, Investia Financial Services INC and The ABEX Group. David Bumstead holds a 1981 - 2013 Chartered Life Underwriter - CLU in Advanced Life Insurance and Estate Planning @ Advocis - The Financial Advisors Association of Canada. With a robust skill set that includes Business Succession and Estate Planning, Insurance, Estate Planning, Business Development, Planned Charitable Giving and more. David Bumstead has 1 emails on RocketReach.
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