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CLIENT CONFIDENTIALITY  AGREEMENT  2008



McLellanResearch Small Cap Research
Investment FinanceAdvance Small Cap Fund - Management Team
    
                        


Rod Malcolm McLellan 2008
                   Rod. M. McLellan -  Investment Strategist
                    Advance Financial ManagementDownload Profile is a former financial advisor with CIBC Wood Gundy
                         Inc., and banker with Royal Bank (RBC Financial Group).  He has provided
marketing and research services to advisors at  Merrill Lynch Canada Inc. and
BMO Nesbitt Burns Inc.  He has over 12 years of experience in the  financial industry with technology-driven projects.  He has produced significant research on the impact of information technology on the global banking and financial system. Mr. McLellan is also a former IBM Business Partner, and has achieved Compaq Enterprise Management Certification.


                 Dave Tredaka, MBA -
 Market Strategist
 
Market Strategy - D. Tredaka                      Mr. Tredaka has worked in various capacities for several major  software and technology  companies in                           the financial industry.  As a successful business professional with extensive marketing  and commun-                               ication experience, he holds  a Masters in Business Administration specializing in international                                     business.
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