BOULOS FINANCIAL GROUP’S 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
Our procedure to handle a written or verbal complaint is summarized below.
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 may also mail us your complaint or call us:
182 Saint-Charles Ouest
1st Floor
Longueuil, Quebec J4H 1C9
Phone: 514 448-9080
Fax: 514 448-9066
The Complaint Process
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 / 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 do so as follows:
Web:
https://lautorite.qc.ca/en/general-public/assistance-and-complaints/
Telephone:
Montréal: 514 395-0337
Quebec City: 418 525-0337
Other Regions: 1 877 525-0337
For clients that are not in the province of Quebec, you may ask us to transfer your file to the regulatory authority of that province or you may wish to do so on your own:
For Ontario residents:
Financial Services Commission of Ontario
5160 Yonge Street, 16th Floor
Toronto, ON M2N 6L9
https://www/fsrao.ca/
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
https://www.novascotia.ca/finance/en/home/insurance/default.aspx
For New Brunswick residents:
Financial and Consumer Services Commission
85 Charlotte Street, Suite 300
Saint John, NB E2L 2J2
https://fcnb.ca/en/about-the-fcnb
