Case Study: Monitoring your RESP Statements

Mr. and Ms. L set up an RESP for their son with a Scholarship Plan Dealer in 2004. In 2015, Mr. and Ms. L realized their son had not received the CESGs in his RESP from 2005 – 2012 and raised those concerns with their firm shortly after.

Case Study: Understanding the terms and conditions of your financial agreements

In January of 2014, Mr. G signed a Personal Credit Agreement with his bank.  As part of this Agreement, he obtained a mortgage of $122,000 and a Line of Credit (LOC) of $39,600, both secured by a property he owned and planned to rent out.

OBSI 2016 Firm Survey Results Featured in Investment Executive

The Ombudsman for Banking Services and Investments (OBSI) on Friday released the results of a survey that canvassed the banks and investment firms that it serves to assess their experience with the service.