Newsletters - ARCHIVE


Dec 30, 2012
NOVEMBER 30, 2012 ISSUE

Statement Regarding Macquarie Private Wealth Refusals to Compensate


Nov 30, 2012
NOVEMBER 30, 2012 ISSUE

Macquarie Private Wealth Refuses OBSI Compensation Recommendations


Nov 23, 2012
NOVEMBER 23, 2012 ISSUE

CBC’s The National Reports on W.H. Stuart Refusal to Compensate


Nov 22, 2012
NOVEMBER 22, 2012 ISSUE

W.H. Stuart & Associates Refuses OBSI Compensation Recommendation


Nov 20, 2012

Nov 15, 2012
NOVEMBER 15, 2012 ISSUE

CSA Proposes Expanded Mandate for OBSI • More Reaction to Octagon’s Refusal to Compensate • Holiday Reception


Nov 12, 2012
NOVEMBER 12, 2012 ISSUE

Reaction to Octagon’s Refusal to Fairly Compensate Customer


Nov 9, 2012
NOVEMBER 9, 2012 ISSUE

Octagon Refuses OBSI Compensation Recommendation


Nov 8, 2012
NOVEMBER 8, 2012 ISSUE

Firm Refusals to Compensate


Nov 2, 2012
NOVEMBER 2, 2012 ISSUE

Suitability and Loss Assessment Consultation • Financial Literacy Month • The Hon. Lincoln Alexander


Sep 11, 2012
SEPTEMBER 11, 2012 ISSUE

New OBSI Directors • Refreshed OBSI Website


Aug 1, 2012
AUGUST 1, 2012 ISSUE

Public Consultation: Governance Reform


Jun 28, 2012
JUNE 28, 2012 ISSUE

New Chair of OBSI • Director Nominations


May 30, 2012
MAY 30, 2012 ISSUE

Public Information Session: Investment Suitability and Loss Assessment Process


May 17, 2012
MAY 17, 2012 ISSUE

Public Consultation: Governance Reform


May 10, 2012
MAY 10, 2012 ISSUE

Public Consultation: Investment Suitability and Loss Assessment Process


Apr 30, 2012
APRIL 30, 2012 ISSUE

Message from the Board of Directors


Apr 23, 2012
APRIL 23, 2012 ISSUE

Reality Check: The Globe and Mail Article on RBC and TD's Chosen Supplier • Media Coverage of OBSI


Mar 26, 2012
MARCH 26, 2012 ISSUE

CARP Support for OBSI • Treatment of RBC and TD Banking Customers • Developments From Around the World


Mar 15, 2012
MARCH 15, 2012 ISSUE

House of Commons Standing Committee on Finance


Mar 8, 2012
MARCH 8, 2012 ISSUE

Federal Action to Protect Financial Consumers Email Contact for OBSI Governance Reform


Mar 1, 2012
MARCH 1, 2012 ISSUE

G20 Continues Work on Financial Consumer Protection Initiative • Media Coverage of OBSI • Canada-Wide Commitment to Persons with Disabilities


Feb 24, 2012
FEBRUARY 24, 2012 ISSUE

OBSI Publishes 2011 Annual Report


Feb 15, 2012
FEBRUARY 15, 2012 ISSUE

Governance Reform Investment Suitability Complaints Methodology Stuck Cases


Dec 19, 2011
DECEMBER 19, 2011 ISSUE

Season’s Greetings Financial Tips for the Holidays


Dec 9, 2011
DECEMBER 9, 2011 ISSUE

OBSI Releases Third Quarter Complaint Statistics


Nov 24, 2011
NOVEMBER 24, 2011 ISSUE

OBSI: Serving Canadians from Coast to Coast


Nov 11, 2011
NOVEMBER 11, 2011 ISSUE

TD Withdrawal • Board of Directors’ Statement • Consumer and Investor Advisory Council Statement • OBSI Bylaw • Letter from the CSA, IIROC and MFDA • G20 Endorses Financial Consumer Protection Principles • Stakeholder Reception


Oct 14, 2011
OCTOBER 14, 2011 ISSUE

Independent Reviewer’s Report • Public Consultation Update • INFO2011 Conference • Board of Directors – New Member


Oct 8, 2011
OCTOBER 8, 2011 ISSUE

OBSI Releases Second Quarter Complaint Statistic


Sep 21, 2011
SEPTEMBER 21, 2011 ISSUE

OBSI Board of Directors Accepts Report of Independent Reviewer


Jun 15, 2011
JUNE 15, 2011 ISSUE

Ombudsman for Banking Services and Investments Releases List of Frequently-Seen Seniors Issues


May 26, 2011
MAY 26, 2011 ISSUE

Consultation Paper - Suitability and Loss Assessment Process


Apr 15, 2011
APRIL 15, 2011 ISSUE

OBSI Releases First Quarter Complaint Statistics


Mar 31, 2011
MARCH 31, 2011 ISSUE

OBSI Issues List of Most Common Fraud and Scam Complaints


Mar 10, 2011
MARCH 10, 2011 ISSUE

OBSI releases 2010 Annual Report


Dec 30, 2010
DECEMBER 30, 2010 ISSUE

OBSI Board of Directors Approves Select Revisions to Terms of Reference


Dec 17, 2010
DECEMBER 17, 2010 ISSUE

OBSI Releases Fourth Quarter Complaint Statistics


Dec 15, 2010
DECEMBER 15, 2010 ISSUE

OBSI Announces Launch of Consumer and Investor Advisory Council


Oct 29, 2010
OCTOBER 29, 2010 ISSUE

OBSI Invites Public Comment on Revisions to Terms of Reference


Oct 8, 2010
OCTOBER 8, 2010 ISSUE

OBSI Invites Public Comment on Revisions to Terms of Reference


Sep 23, 2010

Aug 20, 2010
AUGUST 20, 2010 ISSUE

OBSI Terms of Reference - Tolling Agreements


Jun 29, 2010

Jun 9, 2010
JUNE 9, 2010 ISSUE

Consumer Complaints About Banking Services And Investments Growing Rapidly


Jan 22, 2010
JANUARY 22, 2010 ISSUE

New Terms of Reference for OBSI


Aug 31, 2009
AUGUST 31, 2009 ISSUE

OBSI appoints Douglas Melville as new Ombudsman and CEO


Jun 17, 2009
JUNE 17, 2009 ISSUE

New consent letter - Complaint


Apr 23, 2009
April 23, 2009 ISSUE

From the Ombudsman's desk • OBSI-AMF Communiqué • Proposed new statistical reporting • Case Study- Suitability • OBSI Outreach


Apr 2, 2009
April 2, 2009 ISSUE

David Agnew stepping down as Ombudsman


Mar 26, 2009
March 26, 2009 ISSUE

Terms of Reference Update


Jan 19, 2009
January 19, 2009 ISSUE

From the Ombudsman’s desk • Case Study: Credit Card Fraud • Serving a diverse population


Oct 30, 2008
October 30, 2008 ISSUE

Terms of Reference Revised • Participating Firm Contact • Information Update


Jun 26, 2008
June 26, 2008 ISSUE

From the Ombudsman’s desk • International Ombudsman News • Case Study - Mitigation and minimizing losses • OBSI Outreach • OBSI in the news


Mar 25, 2008
March 25, 2008 ISSUE

From the Ombudsman’s desk • OBSI Outreach • OBSI's 2007 Annual Review • Case Study - A rewards programme past its prime • OBSI in the media • Upcoming Osgoode Event - Managing Internal and Regulatory Investigations


Dec 3, 2007
December 3, 2007 ISSUE

Consultation on OBSI's mandate • Independent review of OBSI • IDA proposes new complaint-handling rules • Case Study: An inconvenient mortgage • RESP Dealers Join OBSI • New OBSI brochure available Roundtable on Dispute Resolution in Retail Investor Loss Cases


Sep 14, 2007
September 14, 2007 ISSUE

Welcome! • OBSI’s approach to non-financial loss • Framework with the Regulators • Case Study: An unpleasant and inconvenient surprise • Guest Column by David Agnew, Investment Executive, September 2007 • Investor Forum