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Disclaimers

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

Mutual fund securities are not guaranteed, their values change frequently and past performance may not be repeated.

All business activities with Robert Lee Insurance & Financial Planning are the direct responsibility of Robert Lee Insurance & Financial Planning and not Manulife Securities.

If you have a question about whether Manulife Securities is responsible for the sale of a product or service that is offered to you, please contact the Manulife Securities Customer Care Centre at 1-888-626-8543.

Privacy Policy
The privacy of the users of this website is extremely important. Robert Lee Insurance & Financial Planning collects and maintains personal information about his website visitors, such as name, address, email and phone numbers.

Your personal information may be collected from the following sources:
(a) booking an appointment using the form
(b) email correspondence
(c) meetings and telephone conversations
(d) completing the contact us form

Robert Lee Insurance & Financial Planning does NOT disclose any of this personal information to third parties.

This website privacy policy only pertains to the use of the website.

Disclaimer
Users of the Robert Lee Insurance & Financial Planning web site are responsible for checking the accuracy, completeness, content, currency, suitability, and timeliness of all information. Robert Lee Insurance & Financial Planning makes no guarantees, or warranties, expressed or implied, as to the accuracy, completeness, and timeliness of the information provided via this web site. Robert Lee Insurance & Financial Planning specifically disclaims any and all liability for any claims or damages that may result from providing his web site or the information it contains, including any web sites maintained by third parties and linked to or from the Robert Lee Insurance & Financial Planning web site.

Electronic Communications
Robert Lee Insurance & Financial Planning cannot guarantee the confidentiality of any information transmitted over the Internet, accordingly, email transmissions should not contain confidential information and Robert Lee Insurance & Financial Planning will not be liable for errors, omissions or alterations made or caused by email communications.

Copyright & Terms of Use
Robert Lee Insurance & Financial Planning owns and reserves copyright in this web site. Users are free to download information for personal use, provided that they do not alter the information. None of the information on this web site may be reproduced, distributed or published for any other purpose without the direct written consent of Robert Lee Insurance & Financial Planning.