Is my client information protected? - Portal Financial horizons

Is my client information protected?

Posted 16 July 2019

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Futé Marketing will use the advisor’s client base for the sole purpose of segmenting the information that will be conveyed to clients. Clients remain the property of the advisor. Futé marketing will not sell, give or trade the advisor’s client base to third parties for personal and / or business purposes. Futé Marketing will only allow employees who must necessarily use the list and derived files to access it to perform contracted activities. Futé Marketing employees have signed a confidentiality and non-disclosure agreement for information received through Financial horizons. In addition, any “cookies” used on your website to improve the user experience will be done anonymously to respect the confidentiality and privacy of visitors. The protection of your personal information is supported by security measures taken to protect users against the loss or unauthorized use of their personal information. Futé marketing uses “Secure Socket Layer (SSL)” technology which makes the transmission of information completely secure.

Your name

Your advisor since 2008

Finding you bearings in the ever-changing world of finance and insurance products can be overwhelming. Having a complete and beneficial solution for all of your assets can be quite a puzzle. That is why I am offering you my services: I would like to review your situation and present a tailored analysis of your portfolio.

With my advice, you will benefit from a successful management of your investments and achieve optimal asset allocation. In addition, we can also review your various insurance plans to ensure that you have the best solutions. All this while guiding you effectively through the various products available to you.

But there’s more, as we build a trusting relationship I can also put forward a financial plan tailored to secure your future. I guarantee you that by working together I can present a plan that’s adapted to your needs as well as your economic realities. Let’s start now! Seek my expertise to build your financial future and benefit from my insurance and investing knowledge.

Votre nom

Votre conseiller depuis 2008

S’orienter dans le monde en constante évolution de la finance et des produits d’assurance peut être un véritable casse-tête. Trouver une solution complète et avantageuse pour l’ensemble de vos avoirs devient également bien complexe. C’est pourquoi je vous propose mes services afin de procéder à une analyse personnalisée de votre portefeuille.

Grâce à mes conseils, vous bénéficierez de placements optimaux et d’une gestion fructueuse de vos investissements. De plus, nous nous assurerons ensemble de vous guider vers les meilleures solutions d’assurance. Tout cela en vous orientant efficacement à travers la vaste gamme de produits qui s’offre à vous.

Je vous propose également une planification judicieuse de votre avenir financier en vous assurant d’abord une relation de confiance. Il me fera plaisir de vous garantir une écoute adaptée de vos besoins et de votre réalité économique. Faites appel à mon expertise en matière d’assurance et d’investissement dès maintenant. Un avenir financier qui vous avantage, ça se planifie!

Have you checked our Frequently Asked Questions section?

Avez-vous consulté notre section “Questions Fréquentes” ?

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