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Investing helps to grow your savings, meet your financial goals and secure your financial future, but investing also involves risk and potential for loss. While all investors are interested in maximizing their gains and minimizing their losses, it’s typically not possible to do both at the same time. Generally, higher potential for returns means higher potential for losses. Investing wisely involves balancing your unique financial objectives and risk tolerance, as well as understanding the pros and cons of a wide range of different investments, account types and tax implications.
Read OBSI's latest newsletter featuring our Q2 2025 case data & insights, OBSI's response to CIRO, and What's new in the Firm Portal.
In September 2024, OBSI launched a public consultation on our approach to loss calculations involving unsuitably sold illiquid exempt market securities, describing the development of our approach, feedback we had received on our approach, and relevant considerations for an appropriate loss calculation methodology.
OBSI is pleased to announce the latest round of firm portal enhancements, now available to participating firms. Our updates aim to further improve the portal experience by focusing on features firms value most, including document upload improvements, additional information in the cases list, and new case statistics.
Ms. X worked at a large technology company that had a close business relationship with Company A. As an employee benefit, she received shares of Company A and transferred them to a self-directed online account at a DIY investing firm.
Mr. Y was a novice investor with financial assets of nearly $400,000, a net worth of $1.7 million and an annual income of $124,000 from his healthcare sector job.
Read OBSI's latest newsletter featuring our Q1 2025 case statistics, OBSI's submission to CIRO, the release of our 2024 Annual Report and learn about our new board members.
Toronto, March 14, 2025 – The Ombudsman for Banking Services and Investments (OBSI) released its 2024 Annual Report.
Toronto, March 05, 2025 - The Board of Directors for the Ombudsman for Banking Services and Investments (OBSI) is pleased to announce three appointments to the board.
Credit card issuers (including banks, credit unions or other financial companies) often try to attract new customers to their cards by offering low interest rates on amounts transferred from other cards. The special promotional rates are typically offered for a limited time. After the promotional period, interest rates generally increase significantly.
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