Global Financial
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Global Financial in Moncton, NB, led by Gerald Lee, offers personalized financial planning services tailored to meet the needs of families and seniors since 1995. The firm emphasizes a comprehensive approach to financial security, focusing on retirement planning, education funding, estate planning, and risk management without the pressure of proprietary products or sales quotas.
Gerald Lee, a Certified Financial Planner, brings decades of experience to the table, providing clients with dedicated attention and timely advice to navigate their financial circumstances. Backed by a team of specialists and extensive resources, Global Financial aims to help clients achieve their financial dreams while maintaining competitive fees and quality service.
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