ADVISOR DISCLOSURE
Please be advised that as a life insurance agent I, Christian Le Vasseur, I am obliged to disclose, in writing, any potential conflicts of interest to my clients. As such, please carefully read, sign and date the information below. Once complete, I will give you the original and will keep a copy as part of my client file. Your signature acknowledges that you received this information and does not waive any legal rights you may have.
Licenses and Jurisdictions
I am licensed for life insurance and health insurance in Ontario. Life Insurance includes term and permanent types of coverage. Health insurance may include long-term disability, critical illness, long-term care and medical/dental plans. Additionally, I am able to help clients with insured income and investment types of plans such as annuities and segregated funds.
I am also licensed/registered in the following fields: NA.
For insurance products, I place business through Customplan Financial Advisor Inc.
Company(ies) I Represent
I have access to products through the distributor from a variety of companies including but not limited to:
Foresters Life Insurance Company
Assomption Life Insurance Company
Equitable Life Insurance Company

RBC Insurance

BMO Insurance

Greenshield Insurance
Relationship with Company(ies) I Represent
As an Independent Financial Advisor, no insurer holds an ownership interest in me nor do I hold a significant interest in any insurance company.
Compensation
I am compensated by a sales commission on policies I sell and I may also receive a renewal (or service) commission on policies that remain active. Commissions are paid by the company that provides the product you purchased.
For certain products, the commission may be different than the standard commission scale provided by the company providing the product. I will advise you if this occurs. Any future increases in the commission scale will require your written approval.
If my sales reach a certain level, I may be eligible for additional compensation, such as bonuses and other benefits, such as conferences. This compensation depends on various factors such as the volume or retention of business I place with a particular company during a given time period. Recognition/incentive-based compensation is an industry wide practice and is a standard form of payment.
As an Independent Financial Advisor, I am bound by the laws governing life insurance agents in Ontario. This means that any insurance product(s) I recommend will be the product(s) I consider to best suit your needs, regardless of the compensation.
Conflict of Interest (choose one)
o X No conflict of interest
I take the potential of a conflict of interest seriously. I confirm that I have no conflict of interest. If I become aware of a potential conflict, I will tell you.

This statement has been prepared by the advisor, and the advisor alone is responsible for its accuracy.
More Information
If you need more information about my qualifications or my business relationships, contact me. I would be happy to help.
Acknowledgment
I have received and reviewed this document. I understand any conflicts of interest or potential conflicts of interest outlined in this document. I am willing to continue working with the advisor.