Complaint
Processing.
Boulos Financial Group is obligated to evaluate all complaints received. This policy defines our rigorous process to ensure fair and transparent handling of every case.
Definition of a Complaint
A complaint is the expression of at least one of the following four elements:
How to File a Complaint
We recommend that you file your complaint in writing to the following address:
Head Office:
100-182 rue Saint-Charles O, Longueuil, QC J4H 1C9
Tel: 514-448-9080 | Fax: 514-448-9066
Information to Provide
For prompt processing, please provide the following details:
- Contact Information: Your full name and contact details.
- Timeline: The date of the activity or transaction concerned.
- Description: A detailed account of your concerns.
- Documentation: Forms, correspondence, or notes from meetings.
Process and Deadlines
Acknowledgment: We will acknowledge receipt of your complaint within five business days.
Review: We examine all complaints fairly, taking into account all facts, records, and information provided by all parties.
Final Response: Within ninety days, we will provide you with our official response.
Recourse and Regulatory Authorities
If you are not satisfied with the outcome of our investigation, you may ask us to transfer your file to the appropriate regulatory authority.
Quebec – Autorité des marchés financiers (AMF)
You may contact the AMF directly:
Montreal: 514-395-0337 | Quebec: 418-525-0337
AMF Website