We’re here to serve you 24/7 - 888-898-1010 - View your Client Statement

Website Disclaimer

The information contained herein is for ALBERTA residents only and does not constitute an offer to sell or solicit sales in any other Canadian or Foreign Jurisdictions.

Dual-Licensing Disclaimer

Global Maxfin Investments Inc. is registered as a Mutual Fund Dealer with the Provincial Securities Commissions and as such our Associates are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ( MFDA) Global Maxfin Investments Inc. is obligated to disclose to you that you may be dealing with companies other than Global Maxfin Investments Inc.When purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Global Maxfin Investments Inc.:

  • Deposit Instruments: High Invest Savings Accounts and GICs;
  • Financial planning services—including Fee-for service financial planning;
  • Estate Planning;
  • Tax Planning or Income Tax Preparation;
  • Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

No Legal or Financial Advice

The information provided on this site is for information purposes only. Under no circumstances should you regard any information you read or access on this site as financial, accounting, legal, or tax advice. You should consult your financial advisor before acting on any information on this website.

Mutual Funds

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Borrowed Money (Leverage) Disclaimers:

Generally, it is not allowed practice to advertise leveraged strategy to the general public. However, advertising RRSP loan as part of 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.


This article in this website is not be construed as an offer or solicitation. The products mentioned may not necessarily be considered suitable investments for all clients. As each situation is different, you should seek advice based on your specific circumstance.

E-mail Disclaimer

E-mail over the internet is not a secure medium and privacy cannot be guaranteed. Gilbert Financial Services Ltd. and GMII cannot accept any responsibility for any harm or damage incurred as a result of sending personal or confidential information to Gilbert Financial Services Ltd. or GMII over the internet, or if the information is sent over the internet at your request.


The Internet is not a secure medium and privacy cannot be assured. E-mail is vulnerable to interception and forging. Gilbert Financial Services Ltd. and Global Maxfin Investment Inc. cannot ensure the privacy of any information or instructions you send to us or that we send to you over the Internet. Gilbert Financial Services Ltd. and Global Maxfin Investment Inc. will not be responsible for any damages you may incur if you communicate confidential information to us over the Internet or if we communicate such information to you at your request.

No Solicitation

Nothing on this website constitutes a solicitation or offer by Gilbert Financial Services Ltd. and Global Maxfin Investments Inc. to buy or sell products or services of any kind whatsoever.

Limitation of Liability

Gilbert Financial Services Ltd. and Global Maxfin Investment 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 reasonably foreseeable.

Segregated Funds

Subject to any applicable death and maturity guarantee, and part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund.

Gilbert Benefit Consulting: Services

Book an appointment today to see how a relationship with Gilbert Financial Services Ltd. could bring you peace of mind.

Request an Appointment
© 2021 Gilbert Financial Services Ltd. | Disclaimer | | Website by EDGE Marketing & Design Inc.