Posted on Thursday, September 26, 2019 08:45 AM
OBSI is excited to announce the launch of our new Firm Portal. The Firm Portal provides OBSI’s 1400+ participating firms with a secure, web-based access point to a broad range of features and services including:
- 24/7 live access to key data and statistics about their firm’s inquiries, active cases and closed cases, all searchable within user-specified date fields.
- For active cases, firms can access key data, including the case opening date, product and issue classification, investigator contact information...
Posted on Thursday, July 18, 2019 10:30 AM
Toronto, July 18, 2019 – Older Canadians experience different challenges with the financial services they use than younger Canadians, according to a new report issued by the Ombudsman for Banking Services and Investments (OBSI). They are also more likely to file complaints about those services. While seniors represent less than a third of the Canadian population, they accounted for 38% of the complaints that OBSI received over a two-year period.
Today, OBSI released its first ever Seniors Report,...
Posted on Wednesday, March 27, 2019 09:30 AM
The Board of Directors for the Ombudsman for Banking Services and Investments (OBSI) announced the appointment of a new chair of its independent Consumer and Investor Advisory Council (CIAC).
Wanda Morris has been appointed the new Chair of the CIAC. Ms. Morris is a CPA and financial and consumer advocate. As the former Chief Advocacy and Engagement Officer for CARP and CEO of Dying with Dignity Canada, she led public advocacy campaigns on a number of issues including investor protections, pension...
Posted on Tuesday, December 18, 2018 04:00 PM
The Ombudsman for Banking Services and Investments (OBSI) is pleased to announce that our Board of Directors has approved changes to update and modernize the organization’s Terms of Reference (TORs) following a comprehensive public consultation process.
OBSI's TORs describe the organization’s powers and duties, as well as the dispute-resolution mandate and process of the organization. The renewed TORs have been modernized to ensure they are current, clear and easy to use.