Helping You Achieve Your Retirement, Estate And Succession Planning Goals.
As a full-service financial firm, our passion is to help our clients achieve their retirement, estate and succession planning goals. With over 40 years of experience in Manitoba, we work with small and medium size business, professionals, and individuals in communities across the Central Plains. Our team would love the opportunity to work with you. Please call (204) 857-4749 or email firstname.lastname@example.org for more information.
Pallister Insurance Agency Ltd. will always treat personal information collected for the purposes intended with strict confidence. We will attempt to clearly state the intended use of personal information.
The stated purpose of collecting personal data is to:
1) Accurately assess the client’s financial situation
2) Provide detailed summary of status relating to financial planning
3) Recommend solutions to financial and succession planning problems
4) Implement the solutions
5) Provide summary of solutions implemented
6) Meet our legal obligations in order to complete the work described above.
The collection of personal information is a requirement in order to conduct our business. The information is collected in a professional manner and stored in a confidential manner. A privacy officer is responsible to ensure policy and procedures are met.
Some personal information is forwarded to outside professionals for the stated purposes. We conduct business with reliable professional organizations who uphold similar standards.
Information will be accessible only to the staff of Pallister Financial Group who will be using it to develop and/or implement plans or solutions.
Our clients have the right to request in writing access to their information and the manner in which it is handled within our company.