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How to pursue a complaint against your adviser? With David Agnew and Rob Carrick

Date: 6/4/2009

David Agnew, Ombudsman for Banking Services and Investments, with Rob Carrick from the Globe and Mail discuss how to pursue a complaint against your adviser?

  • What to do if you are not satisfied with how a complaint is being dealt with?
  • What kinds of bad advice might be given that would warrant a complaint?
  • How do firms generally handle complaints against advisers?
  • What can OBSI do to help me?

David Agnew on the OBSI

The Investor Education Fund is pleased to be cosponsoring this video series with the Globe and Mail called "Let’s Talk Investing."  The series is hosted by renowned Globe and Mail columnist Rob Carrick and features prominent Canadian financial experts discussing topics that are relevant to investors.