Walker-Bumstead

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$Description: Description: Description: I:\Task Lists\Justin\webpage update 2010\ar.gif$ Walker Bumstead Home
$Description: Description: Description: I:\Task Lists\Justin\webpage update 2010\ar.gif$ Financial Main	$Description: Description: Description: I:\Task Lists\Justin\webpage update 2010\ar.gif$ Services	$Description: Description: Description: I:\Task Lists\Justin\webpage update 2010\ar.gif$ About Us	$Description: Description: Description: I:\Task Lists\Justin\webpage update 2010\ar.gif$ Contact Us

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Secure Tomorrow

Freedom From Business

The Infinity Program™

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COMMUNITY INITIATIVE

Walker-Bumstead partners with many charitable organizations and causes as part of our community service initiative. Our associates participate in fundraising and awareness events, benefiting those in need.

Organizations and events involving Walker-Bumstead in the past include the Kelly Shires Foundation, Owen Sound Family Physician Recruitment Grey Bruce Regional Health Centre Foundation, Community Foundation, Camp Quality and The Rotary Club.

Photo:
Doug Bumstead & Paul Walker of Walker-Bumstead presenting a cheque in 2007 to the GBRHC MRI Campaign for $5,000

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Photo:
Walker-Bumstead presenting a cheque to the GBRHC MRI Campaign for $5,000

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$Description: Description: Description: I:\Task Lists\Justin\webpage update 2010\images\1pic1.jpg$ Toll Free: 1-800-263-3572
Local: 519-376-2113
Fax: 519-376-6334

$Description: Description: Description: I:\Task Lists\Justin\webpage update 2010\paul2.jpg$ Paul Walker CFP, CLU, CHFC
Financial Advisor
Manulife Securities Incorporated

Paul is a founding partner of Walker-Bumstead. He celebrated 30 years in the business in 2010, and has achieved the Chartered Life Underwriter (CLU), Chartered Financial Consultants (CHFC) and Chartered Financial Planner (CFP) designations. Paul specializes in helping family businesses successfully succeed transition through a unique process created by Walker-Bumstead called The Infinity Program.

Paul is a member of the Rameses Shrine Club. He participates in many outdoor sports including fishing, hunting, snowmobiling, & boating. Paul enjoys spending time with his wife Kathy, and their three children.

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Ann Dickson
Sales Assistant

Ann has been with Walker-Bumstead since 1991, having worked for CIBC for 13 years prior to that. Ann is the personal sales assistant to Paul Walker. She is married with 2 grown stepchildren & 1 grand child.

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Jason Smith
Financial Advisor Associate
Manulife Securities Incorporated

Jason has been helping clients achieve their investment, succession, and insurance goals since 2004. Jason specializes in the transfer of family farms from one generation to the next. He also welcomes young families looking to begin their first financial plan.

Jason's roots span back 4 generations in the Grey/Bruce area. He's involved in Lion's club, farming, and spends most of his spare time participation in a variety of summer and winter sports.

Disclaimers