Retain an Advisor

You will be contacted by Jean du Plessis, a Sarnia resident, independent (not affiliated to a specific product line) adviser licensed in the province of Ontario to advise and transact in the following products and fields of expertise: Mutual Funds, Segregated Funds, GICs, banking products, all life insurance solutions, living benefits solutions (health & dental, disability, critical illness, etc) and retirement planning.
There will be NO charge for the initial interview and discovery meeting in which you make a decision whether or not to retain us as your adviser and portfolio manager. There is NO obligation for either party to engage in any business beyond the initial interview.