Skip to content

Gerald Lee - CFP® Professional

Global Maxfin Investments

Certification Status:
Current

Currently Practising?:
Yes

Location:
190 Cardigan Lane
Moncton, NB
Canada E1C 9M8

Phone: (506) 382-3368

Email: gvlee98@gmail.com

Website: http://

I can serve you in these languages: English
I specialize in helping clients like these: Pre-retired, Professionals, Retired, Caregivers, Self-employed
I can help you with: Post-retirement benefits, Education planning, Retirement income planning, Retirement planning, Estate planning, Severance planning, Insurance planning, Investment planning, Tax planning