Your trust is extremely important to us. We also feel that protecting your privacy and personal information is an integral part of fostering and maintaining this relationship of trust between Optimal Financial Centre and our clients. Protecting your privacy and personal information is consequently something that we take to heart. The collection, use, and disclosure of your personal information are essential to our activities. Our compliance with insurance industry standards and our commitment to protecting your personal information allow you to conduct business with us with total peace of mind. Upon your written request, we will provide you with reasonable access to your personal information and a description of its use or disclosure, as required or permitted by law. You may also verify the accuracy and completeness of your information, and request that it be amended, if appropriate. We are committed to handling the personal information under our control with care. We have designated individuals who are responsible for monitoring our ongoing compliance with the Privacy Principles.
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.
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.
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.
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: email@example.com
We are proud members of Advocis (The Financial Advisors Association of Canada), IFB (Independent Financial Brokers), the Institute for Advanced Financial Education and the FPSC (Financial Planners Standards Council)
As a condition of membership in Advocis, all members agree to abide by the Advocis Code of Professional Conduct (CPC).
An Advocis Member shall act in a client's best interests
An Advocis Member shall act with integrity
An Advocis Member shall act competently
An Advocis Member shall act diligently
An Advocis Member shall act transparently
An Advocis Member shall act in a manner that reflects positively upon all other Advocis Members
An Advocis Member shall respect and protect the privacy of others and the confidentiality of client information
An Advocis Member shall act in accordance with the spirit and principles of the law
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.
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.