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Planning Services We Offer

Financial Planning

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Unlock your financial potential and achieve your goals with our personalized financial planning services. From budgeting to investment strategies, our experts guide you on a path to financial success, empowering you to build a secure and prosperous future.

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Retirement Planning

Community Garden

Embark on a worry-free retirement journey with our tailored planning solutions, designed to maximize your financial well-being and provide a comfortable lifestyle in your golden years. Navigate the complexities of retirement confidently with our expert advice, ensuring a fulfilling and secure future ahead.

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Legacy Planning

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Secure your family's future with our comprehensive legacy planning services, ensuring a seamless transition of assets and values for generations to come. Empower your legacy with strategic financial solutions and expert guidance, preserving your wealth and leaving a lasting impact on the ones you cherish.

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Risk Planning

Family Portrait

Safeguard your peace of mind with our comprehensive risk planning services. From life and health and beyond, we offer tailored solutions to protect what matters most, ensuring you and your loved ones are covered in every aspect of life

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Investment Planning

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​Elevate your financial future with precision and purpose through our expert investment planning services. From crafting diversified portfolios to strategic wealth growth, we empower you to navigate the markets and capitalize on opportunities, securing a prosperous tomorrow.

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Tax Planning

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Optimize your financial strategy and minimize your tax burden with our specialized tax planning services. Our experts navigate the complexities of tax laws to ensure you keep more of what you earn, fostering financial efficiency and peace of mind.

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Philanthropic Planning

Gold Ribbon

Transform your wealth into a force for positive change with our philanthropic planning expertise. From creating impactful charitable legacies to maximizing the effectiveness of your giving, we guide you in shaping a legacy that extends beyond financial success to make a lasting difference in the world.

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Business Planning

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Fuel the growth and resilience of your business with our strategic business planning solutions. From startup strategies to expansion blueprints, our experts collaborate with you to chart a course for success, ensuring your business thrives in a dynamic and competitive landscape

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Primary Disclaimer

The information contained herein is for information purposes only and does not constitute an offer to sell or solicit sales in any Canadian or Foreign Jurisdictions unless licensed to do so. Talk to your advisor to determine if they are licensed and able to assist in your jurisdiction.

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

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