BRADLEY SUMNER  
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  Bradley Sumner Certified Financial Planner
Bradley Sumner is a Certified Financial Planner who provides service to his clients in Kingston as well as the Greater Toronto Area. He is a life member of the Million Dollar Round Table and has a history of being a consistent top producer. Bradley operates from his Kingston office at 566 O’Connor Drive and is also able to meet with his clients in Toronto.

SPECIALTIES
-   Comprehensive retirement financial planning 
-   Investment management 
-   Estate planning 

DIPLOMAS AND PROFESSIONAL DESIGNATIONS:
-   Hotel Administration Graduate Ryerson  Polytechnical University 
-   Business Administration Graduate Ryerson  Polytechnical University 
-   CLU - Chartered Life Underwriter 
-   Ch.FC - Chartered Financial Consultant 
-   CFP - Certified Financial Planner 

 

COMMUNITY INVOLVEMENT:
-   Past Board member Ryerson Polytechnical  University for 6 years 
-   Past President Naval Officers' Association  of Canada Toronto branch 
-   Past National Director Naval Officers' Association  of Canada 
-   Recipient of Bronze and Silver Medallion awards from The Naval Officers' Association of Canada 
-   Bradley Sumner was a Co Founder and Past  President of the Kim Phuc Foundation. The little
girl in this famous picture is a Canadian. This  Foundation exists to help innocent children who
are victims of war. Click here to view the famous Pulitzer Prize winning photograph. 

 

MEMBERSHIPS:
-   Naval Officers Association of Canada 
-   University Naval Training Division Upper Canada  Branch 
-   Canadian Snowbird Association 
-   Fort Frontenac Officers Mess 
-   The Canadian Club - Executive member - Kingston
-   Estate Planning Council of Eastern Ontario -  Past Executive Member 
-   Southern Frontenac Community Services -   Executive Member. PERSONAL:

Married to Maureen Powers, two children Matthew and Martha. I am a member in good standing of the following professional organizations and subscribe to their respective code of ethics and standards of conduct:

-   ADVOCIS - The Canadian Association of Financial  Planners 
-   FPSC - The Financial Planning Standards Council 
-   The Canadian Institute of Chartered Life  Underwriters and Chartered Financial Consultants 
-   MDRT - Life Member of the Insurance Million  Dollar Round Table, 4% of the world's life 
     insurance agents qualify for membership

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Contact Us
MAIN OFFICE
One Catherine St
Belleville, Ont K8P 1K8
Phone 1-800-555-5898
E-mail info@liseallininsurance.com
Rosedale Sub Office
11 Whitehall Road
Toronto On, M4W 2X8
Napanee Sub Office:
15 Gerow Rd,
Napanee, ON, K7R 3L2
Richmond Hill Sub Office:
190 Harding Blvd
Suite 202
Richmond Hill, ON, L4C 0J9
 
 
 
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