OPTIMAL FINANCIAL CENTRE | Privacy




OUR COMMITMENT
PRIVACY

Information provided by you through our Site is used for Optimal Financial Centre business purposes only in order to service your needs as a customer.  Our Privacy Policy; click here


MAIL TERM OF SERVICE

By providing Optimal Financial Centre your email address, you agree to receive periodic product announcements, specials, early bird specials and account notifications from us. Cancel these communications at any time by clicking the unsubscribe link in the footer of the actual email.

INFORMATION WE COLLECT

Personal information refers to information that identifies you and pertains to you directly. We only collect information about you that is required to provide you with your request.  The kind of information that we need depends on the nature of the product or service concerned, whether a travel insurance, a traditional life insurance product or service. The personal information we request typically includes:  Basic information such as your name, address, telephone and fax number, e-mail address, or date of birth. We may also ask for additional information to help us provide you with pertinent advice and information on other products and services of possible interest to you.  

PROTECT YOUR PERSONAL INFORMATION

Optimal Financial Centre uses the latest technologies and reviews regularly its security standards to ensure that your personal information is protected against unauthorized access, consultation, or use.  We exercise all due diligence to ensure that all our employees, representatives, agents, and service providers comply with our policies and practices with respect to the protection of personal information. Optimal Financial Centre Inc.’s privacy assurance is our commitment to you that we take every reasonable precaution to protect your personal information.  Through encryption, the certificate assures that information is kept private between our web server and our clients' web browsers.

QUESTIONS OR CONCERNS

If you have any questions or wish to withdraw your consent to the collection, use, or disclosure of your personal information, please contact Optimal Financial Centre’s Compliance Officer at the following address:

Att: Compliance Officer Optimal Financial Centre Inc.  425 Notre-Dame St., Dieppe NB  E1A 9G4
Tel. 888-410-0420 or email: compliance@optimalcentre.ca

OUR CODE OF PROFESSIONAL CONDUCT

As a condition of membership in Advocis, all members agree to abide by the Advocis Code of Professional Conduct (CPC).

1  PRIORITY OF CLIENT’S INTEREST

An Advocis Member shall act in a client's best interests

2  INTEGRITY

An Advocis Member shall act with integrity

3  COMPETENCE

   An Advocis Member shall act competently

4  DILIGENCE

   An Advocis Member shall act diligently

5  DISCLOSURE

An Advocis Member shall act transparently

6  PROFESSIONALISM

An Advocis Member shall act in a manner that reflects positively upon all  other Advocis Members

7  CONFIDENTIALITY

An Advocis Member shall respect and protect the privacy of others and the confidentiality of client information

8  RESPECT OF THE LAW

An Advocis Member shall act in accordance with the spirit and principles of the law 


We’re Here for You!

Our toll-free, 888.410.0420 will connect you directly to one of our Licensed Insurance Specialist, who are qualified to help you understand your coverage. They will offer advice for the best coverage that best suit your needs with competitive rates, multiple coverage options, and much more.

CALL NOW !
OUR PARTNERS

We seek out partners who provide the most reliable, affordable, and customizable insurance coverage and investment options in Canada.
That way Optimal Financial can help you find the best coverage for everything that matters to you and your family.

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