If you’re not happy with Client Advocacy’s final position and would like to take your complaint further, you may contact the Ombudsman for Banking Services and Investments (OBSI). OBSI is part of the Financial Services OmbudsNetwork, a national industry-based dispute resolution system for consumers of financial services. They deal with concerns about banking services and investments that haven’t been resolved through a company’s problem-resolution process.
Website: obsi.ca
Mail: Ombudsman for Banking Services and Investments
20 Queen St. W., Suite 2400
P.O. Box 8
Toronto, ON M5H 3R3
If you live in Quebec, you may contact the Autorité des marchés financiers (AMF). The AMF is mandated by the government of Quebec to regulate the province’s financial markets and help consumers of financial products and services. At any time, you can ask Sun Life to transfer a copy of your complaint file to the AMF.
Website: lautorite.qc.ca.
Address: Autorité des marchés financiers
Direction des plaintes et de l’indemnisation
800, rue du Square-Victoria, 22 étage
C.P. 246, tour de la Bourse
Montreal, QC H4Z 1G3
The Financial Consumer Agency of Canada (FCAC) is responsible for consumer protection laws related to financial products and services. If your complaint relates to a consumer provision, you may contact FCAC.
Phone: 1-866-461-3222
Website: fcac-acfc.gc.ca
Mail: Financial Consumer Agency of Canada
427 Laurier Ave. W., 5th Floor
Ottawa, ON K1R 7Y2