Disclaimer

Last updated: February 4, 2026

Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently, and past performance may not be repeated. Labour Sponsored Investment Funds ("LSIF") have tax credits that are subject to certain conditions and are generally subject to recapture if shares are redeemed within eight years. Please note that Mutual Fund Representatives in Alberta are not permitted to sell LSIF.

An investor proposing to borrow for the purchase of securities should be aware that a purchase with borrowed monies involves greater risk than a purchase using cash resources only. The extent of that risk is a determination to be made by each purchaser and will vary depending on the circumstances of the purchaser and the securities purchased. Discuss the risks associated with leveraged mutual fund purchases with a financial advisor before investing. Purchases are subject to suitability requirements. 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 if the value of the securities purchased declines. Investors should educate themselves regarding securities, taxation, or exchange control legislation, which may affect them Personally.

This website is for general information only and is not intended to provide specific personalized advice, including, without limitation, investment, financial, legal, accounting, or tax advice. Please consult an appropriate professional regarding your particular circumstances. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such an offer or solicitation.

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. (GMII) is obligated to disclose to you that you may be dealing with companies other than GMII 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 GMII: Deposit Instruments: High Investment Savings Accounts and GICs; Financial planning services – including fee-for-services 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. All non-mutual fund-related business is conducted through Orange Brokerage Services Inc., an affiliate to clarkerobinson.ca. Representatives of clarkerobinson.ca or Orange Brokerage Services Inc. are not in the capacity of an employee or agent of Global Maxfin Investments Inc. Non-mutual fund-related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of coaching service, estate and tax planning, or tax return preparation. Accordingly, GMII is not liable and/or responsible for any non-mutual fund-related business conducted by Representatives of clarkerobinson.ca / Orange Brokerage Services Inc. Such non-mutual fund-related business is the responsibility of Representatives of clarkerobinson.ca/Orange Brokerage Services Inc. alone.

Mutual Funds may be offered as a solution; they are regulated through Global Maxfin Investments Inc. (GMII). Life Insurance Services are offered by Orange Brokerage Services Inc. Mutual Funds are offered and regulated through Global Maxfin Investments Inc.
1. *Financial Planning is offered through Orange Brokerage Services Inc.
2. *Personal Money Management is offered through Orange Brokerage Services Inc. None of the current/future clients of GMII will be solicited or provided with Money Management techniques.
3. *Orange Brokerage Services Inc. will partner with charities to promote their cause and in no way solicit the current/future clients of A Clarke Robinson and GMII.

*These services are not offered by GMII or Clarke Robinson. These are offered by qualified professionals through Orange Brokerage Services Inc. and are independent of Global Maxfin Investments Inc. (GMII). GMII is not responsible for any activity related to such gainful occupation as they are not deemed the business of the dealer. Clark Robinson is the owner of Orange Brokerage Services Inc.

References in this Internet Website to third-party goods or services should not be regarded as an endorsement of these goods or services. By accessing any of the links provided, you will be leaving the clarkerobinson.ca site. clarkerobinson.ca or GMII is not responsible for the information contained on these websites. The information contained on this Internet Website is for general information purposes only and is the opinion of the owners/writers and may not reflect the opinion of GMII. This information is not intended to provide specific personalized advice, including, without limitation, investment, financial, legal, accounting, or tax advice. However, please call clarkerobinson.ca to discuss your specific circumstances.

This website is intended for Canadian residents only, and the information contained herein is subject to change without notice. The owner and publisher of this Internet Website or GMII are not liable for any inaccuracies in the information provided.

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.: 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.