Complaint Handling Policy
Boulos Financial Group has a duty to assess all complaints received. A complaint is the expression of at least one of the following four elements:
- A reproach against the registrant (Boulos Financial Group, one of its employees or its affiliated companies)’
- A reproach against a representative associated with Boulos Financial Group.
- The identification of real or potential harm that a consumer has sustained or may sustain.
- A request for remedial action
How to File a Complaint with Boulos Financial Group
We recommend that you make your complaint in writing and send it to us by email at:
You can also file your complaint by sending it by post or courier to our head office or call us at the number below.
100-182 RUE SAINT-CHARLES O
LONGUEUIL QC J4H 1C9
Telephone: 514 448-9080
Fax: 514 448-9066
Be prepared to provide as much detail as possible, including:
- Your name and contact details
- The date of the activity or transaction that concerns you
- A detailed description of what concerns you and why
- Relevant documentation – i.e., copies of forms, correspondence and notes from meetings or discussions
What you can expect after you file your complaint.
We will generally acknowledge your complaint within five business days. We review all complaints fairly, taking into consideration all the facts the related to the complaint. These will include but are not limited to all documents and information provided by the client, our records as well as the documents and other information provided by the representative.
Generally, within ninety days, we will provide our response.
If you are not satisfied with the outcome or the result of our complaint investigation, then you may ask us to transfer your file to the Autorité des marches financiers (AMF). We will transfer the information related to the complaint as well as our findings. We will comply with the rules governing the protection of personal information.
If you wish to forward the complaint to the AMF, then you may follow the instructions provided on their website here, https://lautorite.qc.ca/en/general-public/assistance-and-complaints/, or you can contact them by telephone:
For clients outside the province of Quebec, you can ask us to transfer your file to the regulatory authority of that province or you can contact them directly.
For Ontario residents:
Financial Services Commission of Ontario
5160 Yonge Street, 16th Floor
Toronto, ON M2N 6L9
For Alberta residents:
Alberta Insurance Council
500 222 58th Avenue SQ
Calgary, AB T2H 2S3
For Nova Scotia residents:
Office of the Superintendent of Insurance
PO Box 2271
Halifax, NS B3J 3C8
For New Brunswick residents:
Financial and Consumer Services Commission
85 Charlotte Street, Suite 300
Saint John, NB E2L 2J2