Global Maxfin Investments Inc.

WHAT ARE YOUR FINANCIAL GOALS? HOW DO YOU GET THERE? MY COMPLETE OFFER OF SERVICE: I learned a lot about providing for a family's financial well-being from my Dad. Those principles guide my financial planning practice. It's about research, integrity, patience, discipline, and planning. For any financial concern you may have, I offer to help you with intelligent planning to articulate what you need, what your options are, what tax, legal, risk control, and/or investment strategies will work for you now and in the future, and all without obligation for you to continue the process. I am well qualified to produce a written plan - investment, retirement, estate, or comprehensive (that includes the whole picture) - that makes sense to YOU -at little or minimal cost (see below), based on the confidential information you provide. When you engage my service and become a client, I will help you on an ongoing basis to implement, monitor, and update the plan as needed to stay on track toward YOUR financial goals. My recommendations help ensure you are taking full advantage of every opportunity to improve your financial picture. I update my clients regularly on their progress, on new opportunities, on any new financial issues that may arise. In other words, my practice is service-oriented. Clients' referrals to others become my best recommendation. YOUR PART: Meet with me over a coffee and decide if you wish to take the first step and allow me go to work and demonstrate my helpfulness to you with complete confidentiality. If you like the strategy and plan we produce, you can take the next step and engage me to implement, monitor, and update that plan through a working relationship built on mutual trust and integrity. Those who engage my services on a commission basis (Global Maxfin Investments Inc or Global Insurance Solutions Inc.) or fee basis (Comprehensive Financial Plans and income tax assignments*) do so on a full disclosure no surprises basis. For further information, please contact the office. Thanks for visiting our site. Let us know what you think! Gerald Lee, CMA CFP Global Maxfin Investments Inc. Suite 435, 236 St George Street (Commerce House) 506-382-3368 or toll free 1-866-382-3368 gvlee AT globalassociates.ca* Global Maxfin Investments Inc. does not supervise and is not responsible for any activities related to comprehensive Financial Plans or income tax assignments or any products sold through Global Insurance Solutions Inc. as they are not the business of Global Maxfin Investments Inc.

GENERAL DISCLAIMERS Only financial representatives of a Mutual Fund Dealer may offer Mutual Fund products for sale. Only financial representatives of a Scholarship Plan Dealer may offer Registered Education Savings Plans. Gerald Lee is licensed for the sale of insurance products through a separate organization and will provide the name of that organization when sales are conducted. The sale of such products is not the business of, or supervised by GMII, and GMII will not be accountable, responsible or liable for such activities. Products and services are available only in jurisdictions where they may be lawfully offered for sale and are subject to the terms and conditions of any applicable agreements. Not all products and services are available in all geographical regions. Commissions, service fees and management fees and expenses may be associated with mutual fund investments details of which are outlined in the prospectus which will be given to you by Gerald Lee before you purchase any mutual fund. Mutual funds are not guaranteed and are not covered by the Canadian Deposit Insurance Corporation. Labour Sponsored Funds have tax credits that are subject to certain conditions which may affect your personal taxes if the Fund is redeemed within eight years. The website www.geraldlee.ca is for general information only regarding Gerald Lee and is not endorsed by GMII. This information is not intended to provide specific advice and personal circumstances should be discussed with Gerald Lee. Sites accessed by hypertext links appearing in this publication or site have been independently developed by others. We do not guarantee the accuracy of any information in these other sites. The listing of an organization on this site should not be interpreted as an endorsement of its services or products by Gerald Lee or GMII. This publication and website are intended for Canadian residents only and the information contained is subject to change without notice. E-mail over the internet is not a secure medium and privacy cannot be guaranteed. Gerald Lee and GMII cannot accept any responsibility for any harm or damage incurred as a result of sending personal or confidential information to Gerald Lee over the internet, or if information is sent over the internet at your request.