As previously announced, Professor Poonam Puri is currently leading two separate independent reviews of OBSI’s operations and practices relating to our banking and investment-related mandates.
Read OBSI's latest newsletter featuring our newest case study, consumer bulletin, case statistics, a board announcement and more.
OBSI’s Board of Directors is pleased to announce the appointment of Professor Poonam Puri to lead external reviews to evaluate OBSI’s operations and practices for both banking-related and investment-related complaints.
Registered Education Savings Plans (RESPs) are complex investment products that usually are invested for many years before the money can be used for a child’s post-secondary education.
More Canadians are choosing to be self-directed or do-it-yourself (DIY) investors than ever before.
Participating firm fees are set annually by the OBSI Board of Directors in accordance with our corporate Bylaw.
OBSI’s Board of Directors is pleased to announce the appointment of Maureen Jensen to the board effective immediately.
While final fees will not be determined until approved by our board in late September and will not be invoiced until November 1, the purpose of this bulletin is to assist firms in their annual planning by sharing the likely direction of OBSI fees for 2022.
Read OBSI's latest newsletter featuring our newest case study, consumer bulletin, notice of independent evaluations and more.
OBSI undertook two independent evaluations of its operations and practices in 2021.
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