The Ombudsman for Banking Services and Investments (OBSI) appoints Douglas Melville as new Ombudsman and CEO
OBSI appoints Douglas Melville as new Ombudsman and CEO
New consent letter - Complaint
From the Ombudsman's desk • OBSI-AMF Communiqué • Proposed new statistical reporting • Case Study- Suitability • OBSI Outreach
The clients, a married couple in their early 50s, received a $650,000 settlement from a car accident which permanently disabled the husband. They consulted with an investment advisor about how to invest the money.
David Agnew stepping down as Ombudsman
Terms of Reference Update
Complaint numbers take large jump: OBSI
From the Ombudsman’s desk • Case Study: Credit Card Fraud • Serving a diverse population
The client had worked at a public utility for about 15 years when he changed careers to become a teacher. After leaving his job, the client received a benefit statement for his utility pension, which he sent to his financial advisor. The advisor told him that he could transfer the pension to a locked-in retirement account (LIRA) and helped him complete the transfer documents.
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