NEWS

Oriana Becomes First Mortgage Broker Member of OBSI; Bylaw; Terms of Reference
JUNE 26, 2015

OBSI is pleased to announce that Oriana Financial Group has joined OBSI as our first mortgage broker participating firm.


OBSI Approved as Banking External Complaint Body
JUNE 5, 2015

OBSI today received federal Minister of Finance approval as an External Complaint Body (ECB) for banking complaints under the Bank Act.

CASE STUDIES

New Advisor Did Not Ask About Risk Tolerance or Investment Horizon

When this couple went to a new advisor in 1995, they were earning a combined income of about $55,000, had no debt and had accumulated about $300,000 in liquid and fixed assets.

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