From our Legal Department

Legal Statement

At Optimal Financial Centre Inc., we place great importance on the confidentiality and security of any personal, financial, or other information that you have entrusted to us from our clients. Protecting your privacy is a priority for us as it is fundamental to maintaining the foundation of trust on which our relationship is built on.

TERMS OF USE
LICENSING
PAYMENT
GOVERNING LAWS
COPYRIGHTS & TRADEMARKS
DISCLAIMER

Protecting your privacy

Your personal information, a matter of privacy!
OUR COMMITMENT
PRIVACY

MAIL TERM OF SERVICE

PRACTICES
INFORMATION WE COLLECT
COOKIES
PROTECT YOUR PERSONAL INFORMATION
QUESTIONS OR CONCERNS

CODE OF CONDUCT

When no one is looking!

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).

OUR CODE OF PROFESSIONAL CONDUCT
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 

OUR CODE OF PROFESSIONAL CONDUCT

Resolving a complaint

our offices

Get directions on a map

425 rue Notre-Dame Street
Dieppe NB E1A 9G4

4104-2 rue Principale Street
Tracadie-Sheila NB E1X 1G5

for Support

Or any general information

Email:  admin@optimalcentre.ca
Phone:  1.888.410.0420

Let's Chat!


Thank you!

We got your message. We will contact you shortly.

Oops! Something went wrong while submitting the form :(