David L. Bumstead
Business Development @Seven Elements Wealth Planning
Midland, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2023 — Present
Business Development @Seven Elements Wealth Planning
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Barrie, ON, CA
EDUCATION
1994 — 1996
Financial Planning Standards Council of Canada
Certified Financial Planner - CFP, Financial Planning and Services
1981 — 2013
Advocis - The Financial Advisors Association of Canada
Chartered Life Underwriter - CLU, Advanced Life Insurance and Estate Planning
1992
Advocis - The Financial Advisors Association of Canada
Chartered Financial Consultant - CH.F.C., Financial Planning and Services
2003
Society of Trust and Estate Practitioners
Registered Trust and Estate Practitioner - TEP, Trusts and Estate Planning
2001
Advocis - The Financial Advisors Association of Canada
Certified Helath Insurance Specialist - CHS, Disability, Critical Illness and Long Term Care Insurance
SKILLS
InvestmentsInvestment StrategiesSuccession PlanningWealth Management ServicesLong-Term CarePersonal Financial PlanningRetirementStrategic Financial PlanningDisability InsuranceBusiness Succession and Estate PlanningTerm Life InsurancePersonal FinanceCriticalCritical IllnessWealthHealth InsuranceFinancial AdvisoryFixed AnnuitiesBusiness DevelopmentWealth ManagementAsset AllocationLife InsuranceFinanceInvestment AdvisoryFinancial PlanningInsuranceRetirement PlanningPensionsPlanned Charitable GivingEmployee BenefitsFinancial ServicesEstate PlanningFinancial Planners
ABOUT DAVID L. BUMSTEAD
My special interest lies in the creative use of permanent life insurance for corporate…
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