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Guiding Your Financial Summit Ascent: Together, We Scale New Heights.

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Derek Schaefer

Senior Financial Advisor

After obtaining a B.Comm from MacEwan University, I embarked on a journey to further my education, completing a Bachelor of Business Administration in Finance with the goal of empowering families to lead fulfilling lives. Armed with a profound understanding of the intricacies of financial markets, I discern the distinction between good and exceptional financial products.

My foray into the financial planning arena commenced with roles in various banking and insurance institutions, honing my technical expertise while fostering a genuine passion for delivering meaningful and impactful advice that enhances the well-being of families and business professionals.

Collaborating closely with clients, I craft personalized financial strategies tailored to meet their distinct and individual needs. Clients often express regret for not seeking assistance sooner, as what initially seemed like a complex and stressful financial situation becomes comprehensible and organized under my guidance. This transformation leaves them feeling at ease and optimistic about their financial future, allowing them to navigate their busy lives with confidence.

Employing an open and tactful approach, my specialization spans Investment, Retirement, Tax, and Estate Planning, alongside Insurance and Risk Management. Committed to staying ahead in the dynamic financial landscape, I continually pursue additional designations to ensure my clients receive the most relevant and informed advice aligned with their unique circumstances.

Mutual funds and exempt market products are made available and regulated through Global Maxfin Investments Inc., while insurance products are offered and regulated through Global Insurance Solutions Inc. Additionally, planning services are provided through Northern Asset Management, completing the comprehensive suite of solutions offered to support my clients in their financial journey.

 

About

 

Who We Are

Northern Asset Management if a Holistic Financial Planning firm working to help you answer the simple question of: “Am I loosing money needlessly and unnecessarily?”


Working from a Bottom up philosophy starting with an estate plan we can help you build a financial plan to accomplish all of your future retirement goals together.


Your financial situation should not be stressful but rather and enjoyable journey guided by Northern Asset Management and completed together. Let us help you reach new Peaks.

 

Why Rely On Us?

You use our experience to conduct the required due diligence on your behalf.

You will have experienced investment professionals monitoring your portfolio, trading activity, and performance. We won’t be off selling life insurance or working at some other activity.

If the plan is not working for you we will diagnose why and recommend remedial action.

Long Term

We keep in touch and recommend adjustments required through the economic cycles and due to changes in your life situation.

We have access to and subscribe to the input of numerous economic and financial consulting firms which enables us to be very well-informed about the international economy and the investment environment.

We use this powerful value chain of expertise to determine the best asset allocation for your portfolio.

Given the array of information we receive, we believe we are among the best-informed investment consultants in the country.

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Our Partners

Primary 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.

Mutual Funds are available through Global Maxfin Investments Inc. Insurance Products including but not limited to” Segregated funds, HISA, Insurance GIC’s, Life, Disability, and Critical Illness Available through Global Insurance Solutions Inc.

This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional advisors for advice based on your specific circumstances.

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.

Link Disclaimer

Links to Third Party Website, Derek Schaefer and Global Maxfin Investments Inc. do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Derek Schaefer or Global Maxfin Investments Inc.

By clicking on a third-party link, you will leave this website. Privacy and security policies may differ from those practiced by Derek Schaefer or Global Maxfin Investments Inc.

Mutual Funds

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

E-mail Disclaimer Confidentiality

The Internet is not a secure medium and privacy cannot be assured. E-mail is vulnerable to interception and forging. Derek Schaefer 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. Derek Schaefer 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 Derek Schaefer and Global Maxfin Investments Inc. to buy or sell products or services of any kind whatsoever.

Limitation of Liability

Derek Schaefer 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.

License Disclaimer

All products and services recommended through Northern Asset Management are through the appropriate licensing bodies. Derek Schaefer as a multi licensed individual through MFDA and the Alberta Insurance Council presenting mutual fund and insurance related products.

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