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Investments

Our holistic approach helps us guide you to select the right balance for your portfolio. This means we carefully assess your current and future desires to suit both your life and your legacy. Our diversified investment options include the growth potential of Mutual Funds, the protection of Segregated Funds, and the peace of mind of tax preferred growth in Universal Life Insurance.

* Only Mutual fund products are offered and regulated through Global Maxfin Investments Inc

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

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