The only 100% automated solution on the market!
Only at Financial Horizons Group
Futé Marketing’s custom offer
An exclusive program for all Financial Horizons Group financial advisors
Rate: $417 per month
Contract term: 12 consecutive months ($250/month or less for the second year).
Offer details: Turnkey solution and 100% automated service: 28-page website with 3 adaptive versions/newsletters (sent once a month)/online chat feature/LinkedIn page/$600 in online advertising per year.
Website customized for you: A 28-page website that belongs to you even after the end of your contract. The website template has customizable fields adapted for each financial advisor. Responsive design for phones and tablets. Domain name and hosting provided by Futé Marketing.
Use of the marketing algorithm on the website: The website is tailored to your clients based on an algorithm hosted on Futé Marketing’s dedicated server. This algorithm recognizes personas and uses cookies to enhance the user experience. Certain pages of the website will be adapted based on different personas’ needs.
Automated newsletter: Template-based emails, configured and sent once a month to your clients (we will import your client list using our import template), in compliance with Bill C-28 (anti-spam legislation).
Financial advisor’s clients and personal information protection policy: Futé Marketing uses the financial advisor’s client database for the sole purpose of segmenting the information provided to clients. The client list remains the property of the advisor. Futé Marketing will never provide any third party with this client information (whether given, sold or exchanged) for personal and/or commercial purposes. Futé Marketing will only grant access to client information to employees who need it to implement activities specified in the contract. Employees of Futé Marketing have signed a confidentiality and nondisclosure agreement provided by Financial Horizons Group. Cookies used to enhance the client experience on your website will be used anonymously to ensure user confidentiality and privacy, in addition to other security measures put in place to protect users against any loss or unauthorized use of their personal information. Futé Marketing uses Secure Sockets Layer (SSL) technology to ensure the secure transmission of personal information.
Online chat: An online chat feature will allow clients to interact with you directly through your website.
LinkedIn page: Our team will create a LinkedIn page for you and write the content (based on the selected template).
Banner advertising and advertising management: Animated remarketing banners (3 formats) and a Facebook remarketing banner. $50 invested in advertising each month.
Contract renewal: When the 12-month contract expires, the website belongs to you. Your three options:
- $250/month. Renew the offer for another 12 months at the preferential rate of $250/month.
- $25/month. Opt out of the offer but maintain the static version of your website (hosting and domain name).
- $0/month. Futé Marketing will no longer provide any services. You will be able to keep the website (static version only), but Futé Marketing will not host it or maintain your domain name. You will be fully responsible for transferring the site within 30 days following the end of your contract.
Special requests: Any further personalized adjustments are subject to a preferential rate of $85/hour. We offer the following services:
- AdWords advertising/Facebook ad management/creation of new web banners/logo design
Bill C-28 regulates all commercial electronic messages, whether they are sent via email, SMS or a social media platform. Legally, electronic messages are considered to be of a commercial nature if they can be reasonably understood to be promoting a product, service or business opportunity, whether for profit or not. For example: an offer related to a sale, purchase, rental of a product, service, property, potential business partnership or investment, etc.
Commercial messages can presently only be sent to individuals who have given their express or implied consent. Without this consent, you’ll be breaking the law, and the penalties can be steep.
Many people are under the impression that promotional emails are no longer permitted. But that’s not the case at all. Email marketing is still possible, and it remains the most profitable and efficient method of promoting a product or service. The legislation simply ensures best practices are followed and penalizes the people who clog up inboxes.
What’s the difference between express and implied consent?
When an individual gives their consent to receive communications from you (e.g. signs up for your newsletter on your website), that’s express consent.
Even if an individual does not expressly consent to receive communications, if you can show that you have a business relationship with them, you are considered to have their implied consent. Under the law, the following cases constitute implied consent:
Cyberimpact web extract by Stéphan Lestage
Here’s a video explaining how: How do I manage my online chat feature?
We care about your success; a tutorial is therefore at your disposal in order to get the most out of your Linkedin page. See the training video here: How to customize my LinkedIn page.
Here is an illustration showing what is included in the making of your LinkedIn page by Futé Marketing. You will be able to make additional customizations without any problems as you are the owner of this account.
Yes. We have composed a generic text for advisors who don’t already have one for their “About us” page. You can also send us your own description at any time to replace it.
This information enables the Futé Marketing team to clearly define the personas to be targeted and generate more leads with our Optimisation Futée services.
Yes. However, you have access to our Optimisation Futée services (website appearance adaptation for targeted personas) on a contractual basis. In other words, since this technology can’t be sold, it will be automatically disconnected at the end of your contract.
Yes, all of Futé’s services are tax deductible and can be claimed as expenses. Financial Horizons Group is responsible for providing you with the receipts you need for your claim.
Ask your accountant for more information!
Futé Marketing sells to the customer who purchases online advertising, marketing solutions, analysis and research, website creation and / or other web services, wich appear in the description and price, either monthly or flat-rate, on the contract. After the signing of this agreement, as well as the receipt of the first required payment, Futé Marketing will perform the contracted web services according to the established timetable.
This contract may be canceled only under the following condition: In the event that the advisor leaves Financial Horizons Group, the contract will be automatically canceled. Thus, the advisor will have to pay the sum calculated at 50% of the monthly amount of the months remaining in the contract and will be able to keep his website in static version. Web hosting fees will apply and will be the responsibility of the advisor.
Futé Marketing is not responsible for the opinions and comments that one or more people may post on an advertisement published on your behalf.
The advisor authorizes Futé Marketing to publish through its services and certifies that the advertising and the website do not violate any law. For this purpose, the advisor also guarantees that he holds all the necessary permits and licenses, including licenses to practice issued by a professional order or other regulatory body relating to the activities of the advisor. The advisor also guarantees that he owns all the rights allowing him to use the trademarks or trade names contained in the advertising and the website and that such use does not contravene any law, including the Trademarks Act, the Copyright Law or any other laws relating to intellectual property. In the event that an item created by Futé Marketing does not meet the above standards, the advisor must inform Futé Marketing as soon as possible.
Any time limit may be extended if the material necessary for the performance of the tasks is not provided by the advisor within a reasonable time. When material must be transmitted by the advisor, the latter agrees to provide it within 30 days. If the material is not provided, Futé Marketing will have to complete the work to be done with the available material found on the Financial Horizons Group website.
When Futé Marketing hands over to the customer it’s access to the LinkedIn account, the latter becomes responsible for all actions carried out on it. If the advisor contacts us for information on how LinkedIn works or for us to apply one or more custom changes, a fee of $100 per hour will be charged.
The regular duration of a monthly advertisement is one month. This is for a variable duration and there is no guarantee as to the actual duration of the publication of the advertisements. We could, for example, invest the budget in three weeks and thus, no longer carry out advertising the last week of the month. Advertising budgets pre-authorized by the advisor for a monthly period must be respected by Futé Marketing up to a margin of error of plus or minus 10%.
The monthly amounts will be debited directly by Financial Horizons Group from your “Financial Horizons Group account”. If the Horizons Financial Group is in default of payment, Futé Marketing may partially or totally stop the services without notice or any liability to you.
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 Group. 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.
Futé Marketing Inc., a legally constituted legal person with a business office at 204 Boul. Curé-Labelle, suite 200, Sainte-Thérèse, Quebec, J7E 2X7; hereinafter referred to as “FM”. WHEREAS FM is a firm working in the field of web marketing; WHEREAS the advisor signing this contract retains the services of FM through a program unique to the advisors partners of the Financial Horizons Group; WHEREAS FM will provide web services, such as: newsletters, website, remarketing advertising, LinkedIn (if necessary), all in accordance with the agreement provided for this purpose and all other subsequent agreements between the parties; WHEREAS FM will have access to confidential information relating to the signatory’s clients, which will be provided to it by the latter, either through a client list; WHEREAS confidential information is defined as being the first names, surnames, civic addresses, IP addresses, email addresses, telephone numbers and date of birth of the clients on the list that the signatory will provide to FM, being the information allowing ” identify a natural person; WHEREAS FM recognizes that the success of the Signatory is linked to a large extent to the non-disclosure and non-use of its clients’ confidential information for purposes other than those of this Agreement and that such non-disclosure or non-use authorized defined confidential information would prejudice the signatory; WHEREAS through the newsletters and advertisements produced by FM, the signatory’s customers will be called upon to visit the signatory’s website; WHEREAS a cookie is programmed so that certain socio-demographic information of people visiting the signatory’s website is kept in memory in dedicated data being the property of FM, all for the purposes of a personalized content display strategy; THE PARTIES AGREE AS FOLLOWS: 1. FM may not at any time use confidential information given to it through the signatory’s lists; 2. The signatory agrees to provide a list of clients who can be contacted, in particular by email and newsletter, which list will meet the criteria set out in the Canadian anti-spam law, namely Bill C – 28 .; 3. Confidential customer information of the signatory given to FM will remain the property of the signatory; 4. The signatory undertakes to update the list of clients provided in order to always comply with the laws to this effect; 5. FM is committed to maintaining in the strictest confidentiality the personal and confidential information of which it will have knowledge during the term of its mandate, and to this end, undertakes to submit to all the standards and procedures for the protection of confidential information adopted under the laws and regulations to which the signatory must comply; 6. FM undertakes to have all its employees and / or subcontractors having access to the personal and confidential information given by the signatory about its clients, sign a valid and compliant confidentiality and non-solicitation agreement; 7. Following the termination of this contract, FM undertakes not to disclose and / or use, for its own benefit or that of a third party, the confidential information that the signatory has disclosed to it relating to its customers. This obligation has no time limit; 8. At the end of FM’s mandate, the latter must hand over the customer lists as well as all usable confidential information given to it by the latter and instantly destroy any copy of this information; 9. FM undertakes not to solicit the signatory’s customers and in any case disclose the information, under any legal penalty; 10. In addition, the signatory acknowledges and consents that the information relating to the socio-demographic information of the people who have visited the website and / or any other link created by FM is saved in a dedicated server and that said information will be the property of FM. It is understood that this information fully respects confidentiality, within the meaning of the Act respecting the protection of personal information in the private sector (P39.1), since socio-demographic information in no way allows a person to be identified and all confidential information are encrypted and usable in any way to determine the identity of a person; 11. The signatory understands that he is solely responsible for the compliance of the list of clients provided and its updates and vouches for its compliance, with the total exemption of FM; 12. FM recognizes that its failure to respect the confidentiality of the information would cause serious prejudice to the signatory. In the event that an incident occurs, FM has the duty to inform the signatory as soon as possible and to propose solutions to remedy the situation; 13. The signatory may resort to proceedings for injunction, damages or any other remedy relating to the violation or threat of violation of this undertaking by FM.
This contract is governed by the applicable laws of Canada as well as in the Canadian province where it is concluded.
You must send us your client list using the Excel file template presented on this page. For more information, we suggest watching the tutorial which shows step by step instructions on how to do it.
Yes, 100% of the content we produce for your website is validated through the team that ensures compliance at Financial horizons: newsletters, banner ads, etc. It is only after their approval that we publish the content on the various web platforms.
There are several options available to you. To find out more, we invite you to consult the following video.
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.
Developed with the Financial horizons, the project as a whole allows you to obtain optimal results which have been studied, validated and tested with the WebFuté tool. Some adjustments are possible to an extent. However, decisions, developments or possibilities relating to the contract are subject to the approval of Futé Marketing and Financial horizons.
This information feeds into the WebFuté tool and makes it possible to clearly define the different personas to target. In addition, the information provided promotes the development of our tool in order to bring as many leads as possible through our Futé Optimization. The more complete and detailed the list, the better your results will be! Please be assured that the information provided is kept confidential, as we recognize that the success of the signatory is tied to a large extent to the non-disclosure and non-use of confidential information of its customers for purposes other than those of this agreement.
The contract is established on the basis of a 12 consecutive months commitment. The first payment will be requested on the 1st of the month following the launch of your website. The next 11 payments will be made on the 1st of every upcoming month. Note that you will be informed by email before your website goes live.
If you want additional personalized adjustments, note that the pricing is a la carte. As a customer, you benefit from a preferential rate of $ 100 per hour. Here are the services you can request; AdWords advertising / Facebook advertising management / Creation of new web banners / Logo creation.
Please note that you cannot make adjustments to pages on your website that do not offer a personalization component.
After the 12 months of your contract, the website belongs to you. You have 3 options:
- Keep your package at the preferential price indicated on the Our Offers page.
- Opt out of the offer and keep the website (static version), hosting, and domain name for $425/year.
- Completely stop services with Futé Marketing ($0/month). You will keep the website (static version), but neither hosting nor the domain name will be supported by Futé Marketing. You will be responsible for 100% of the transfer yourself within 30 days following the end of the contract.
The monthly amounts will be debited directly by Financial horizons Group from your “Financial horizons account”. If the Financial horizons Group is in default of payment, Futé Marketing may partially or totally stop the services without notice or any liability to you.
If you want additional personalized adjustments, the pricing will be a la carte. You benefit from a preferential rate of $ 100 per hour. Here are the services you can request; AdWords advertising / Facebook advertising management / Creation of new web banners / Logo creation.
Futé Marketing is not responsible for the opinions and comments that one or more people may post on an advertisement published on your behalf.
The advisor authorizes Futé Marketing to publish through its services and certifies that the advertising and the website do not violate any law. For this purpose, the advisor also guarantees that he holds all the necessary permits and licenses, including licenses to practice issued by a professional order or other regulatory body relating to the activities of the advisor. The advisor also guarantees that he owns all the rights allowing him to use the trademarks or trade names contained in the advertising and the website and that such use does not contravene any law, including the Trademarks Act, the Copyright Law or any other laws relating to intellectual property. In the event that an item created by Futé Marketing does not meet the above standards, the advisor must inform Futé Marketing as soon as possible.
Futé Marketing is solely responsible for the turnaround time of the services and is not responsible for the timing or duration of the results. In the event of an error, omission or interruption of uploading relating to advertising or to the website, Futé Marketing’s liability will be limited to the lump sum payable under the contract for the duration relating to the error.
Futé Marketing Inc., a legally constituted legal person with a business office at 204 Boul. Curé-Labelle, suite 200, Sainte-Thérèse, Quebec, J7E 2X7; hereinafter referred to as “FM”. WHEREAS FM is a firm working in the field of web marketing; WHEREAS the advisor signing this contract retains the services of FM through a program unique to the advisors partners of the Financial Horizons Group; WHEREAS FM will provide web services, such as: newsletters, website, remarketing advertising, LinkedIn (if necessary), all in accordance with the agreement provided for this purpose and all other subsequent agreements between the parties; WHEREAS FM will have access to confidential information relating to the signatory’s clients, which will be provided to it by the latter, either through a client list; WHEREAS confidential information is defined as being the first names, surnames, civic addresses, IP addresses, email addresses, telephone numbers and date of birth of the clients on the list that the signatory will provide to FM, being the information allowing ” identify a natural person; WHEREAS FM recognizes that the success of the Signatory is linked to a large extent to the non-disclosure and non-use of its clients’ confidential information for purposes other than those of this Agreement and that such non-disclosure or non-use authorized defined confidential information would prejudice the signatory; WHEREAS through the newsletters and advertisements produced by FM, the signatory’s customers will be called upon to visit the signatory’s website; WHEREAS a cookie is programmed so that certain socio-demographic information of people visiting the signatory’s website is kept in memory in dedicated data being the property of FM, all for the purposes of a personalized content display strategy; THE PARTIES AGREE AS FOLLOWS: 1. FM may not at any time use confidential information given to it through the signatory’s lists; 2. The signatory agrees to provide a list of clients who can be contacted, in particular by email and newsletter, which list will meet the criteria set out in the Canadian anti-spam law, namely Bill C – 28 .; 3. Confidential customer information of the signatory given to FM will remain the property of the signatory; 4. The signatory undertakes to update the list of clients provided in order to always comply with the laws to this effect; 5. FM is committed to maintaining in the strictest confidentiality the personal and confidential information of which it will have knowledge during the term of its mandate, and to this end, undertakes to submit to all the standards and procedures for the protection of confidential information adopted under the laws and regulations to which the signatory must comply; 6. FM undertakes to have all its employees and / or subcontractors having access to the personal and confidential information given by the signatory about its clients, sign a valid and compliant confidentiality and non-solicitation agreement; 7. Following the termination of this contract, FM undertakes not to disclose and / or use, for its own benefit or that of a third party, the confidential information that the signatory has disclosed to it relating to its customers. This obligation has no time limit; 8. At the end of FM’s mandate, the latter must hand over the customer lists as well as all usable confidential information given to it by the latter and instantly destroy any copy of this information; 9. FM undertakes not to solicit the signatory’s customers and in any case disclose the information, under any legal penalty; 10. In addition, the signatory acknowledges and consents that the information relating to the socio-demographic information of the people who have visited the website and / or any other link created by FM is saved in a dedicated server and that said information will be the property of FM. It is understood that this information fully respects confidentiality, within the meaning of the Act respecting the protection of personal information in the private sector (P39.1), since socio-demographic information in no way allows a person to be identified and all confidential information are encrypted and usable in any way to determine the identity of a person; 11. The signatory understands that he is solely responsible for the compliance of the list of clients provided and its updates and vouches for its compliance, with the total exemption of FM; 12. FM recognizes that its failure to respect the confidentiality of the information would cause serious prejudice to the signatory. In the event that an incident occurs, FM has the duty to inform the signatory as soon as possible and to propose solutions to remedy the situation; 13. The signatory may resort to proceedings for injunction, damages or any other remedy relating to the violation or threat of violation of this undertaking by FM.
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 Group. 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.
