About Us
Planning & Financial advice since 1995 - for everybody, not just wealthy people
I have years of experience helping families and seniors control risk while meeting their financial goals:
- Financial planning - fee based (complimentary for investment clients)
- Investment advice - where are the real risks and how do you manage them to get where you need to be?
- Retirement planning - do you have a plan? Are your assets optimized for tax advantaged & secure retirement income?
- Education funding - are your children and grandchildren getting the grants and growth they will need for their future?
- Estate planning - avoiding family feuds, providing for loved ones, easing the burden on your executor, and minimizing probate hassles
Operating with an independent financial services firm, I can access the right solutions for your individual needs. I won't be transferred anywhere, I don't have to "sell" proprietary product, and any accounts are placed with solid well established industry leaders who are very competitive with the big banks.
Comprehensive Approach
My advice (with help from my team) considers all aspects of your situation, whether it touches on tax, estate, risk, return, guarantees, lifestyle, relationships, preferences, grants & other government programs.
Committed to Service
Clients are entitled to help as needed, and most calls are responded to within 24 hours or less. Regular contact is a must, fueled by insights gleaned from extensive ongoing research in financial matters. Call today to find out how I can suggest long- and short-term strategies that will help you realize your financial dreams.
Our Team
Financial Planner
Gerald Lee CFP RRC A longtime resident of Moncton with decades of hands on investing and planning for his family starting in 1978, Gerald moved from an accounting based positions to financial advice in 1995. He has helped families with their financial needs ever since with a focus on service and timely advice to reduce risk of all kinds and enhance financial security. Clients get more attention from an advisor able to focus on service over sales and sales quotas. Not having to maintain expensive overhead ensures very competitive fees. Working with help from a team of specialists and experts means you have all the expertise required to deal with your circumstances.
Support and Resources
My expertise is enhanced by access to experts and specialists in various fields:
Financial Planning: CFP and other continuing education and updates
Tax: Chartered Professional Accountants resources
CRA bulletins and updates
Tax experts employed by various investment companies
Investments and investing:
a variety of subscription newsletters written by seasoned successful economists and investors
constant reading and research on investment topics and management, for timely advice without the cost and time
Legal: a local lawyer on call, referrals to specialists as needed
Insurance:
Access to the best ideas and solutions from selected companies and my financial planning connection
Reviews
Newsletter
Sign up for the quarterly newsletter
Contact Us
Get Started Today
Reach out with any questions or to set up a complimentary meeting to discover the best path to your financial success.
Global Maxfin Investments Inc
190 Cardigan Lane, Moncton, New Brunswick E1C 9M8
Hours
Monday - Friday: by appointment, always on call for clients
Saturday: By appointment
Sunday: Closed
(1-866)382-3368
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.
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/fund facts 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.
Only Mutual Fund Products are offered and regulated through Global Maxfin Investments Inc. (GMII)
Financial and Income Tax Planning are sold under the name of Gerald Lee
Limitation of liability
Gerald Lee and Global Maxfin Investments Inc. will not be responsible or liable for any direct, indirect, special, incidental, or consequential damages, or any other damages whatsoever, including, without limitation, lost revenues, lost profits or loss of prospective economic advantage, resulting from the use or misuse of this website, or the information or documents thereof, even if advised of the possibility of such damages or such damages are seasonably forseeeable.
Borrowed Money (Leverage) Disclaimers
Generally, it is not allowed practice to advertise a leveraged strategy to the general public. However, advertising RRSP loans as part of a taxation strategy is permissible. Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchases declines.
No Solicitation
Nothing on this website constitutes a solicitation or offer by Gerald Lee and Global Maxfin Investments Inc. to buy or sell products or services of any kind whatsoever.
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