{"id":251,"date":"2026-02-11T18:27:00","date_gmt":"2026-02-11T18:27:00","guid":{"rendered":"https:\/\/new.boulos.net\/?page_id=251"},"modified":"2026-02-11T19:00:17","modified_gmt":"2026-02-11T19:00:17","slug":"complaint-processing","status":"publish","type":"page","link":"https:\/\/new.boulos.net\/en\/complaint-processing\/","title":{"rendered":"Complaint Processing"},"content":{"rendered":"\n<section class=\"bfg-legal-page\">\n    \n    <div class=\"bfg-legal-hero\">\n        <div class=\"bfg-expertise-container\">\n            <span class=\"bfg-expertise-eyebrow\">COMPLIANCE &#038; REGULATIONS<\/span>\n            <h1 class=\"bfg-expertise-title\">Complaint <br><span class=\"gold-text\">Processing.<\/span><\/h1>\n            <div class=\"bfg-hero-accent-line\"><\/div>\n        <\/div>\n    <\/div>\n\n    <div class=\"bfg-legal-content-container\">\n        <div class=\"bfg-legal-inner-content\">\n            \n            <p class=\"bfg-legal-intro\">\n                <strong>Boulos Financial Group<\/strong> is obligated to evaluate all complaints received. This policy defines our rigorous process to ensure fair and transparent handling of every case.\n            <\/p>\n\n            <div class=\"bfg-legal-section\">\n                <h3>Definition of a Complaint<\/h3>\n                <p>A complaint is the expression of at least one of the following four elements:<\/p>\n                <div class=\"bfg-principles-grid\">\n                    <div class=\"principle-item\"><span>01<\/span> A reproach against the registrant (Boulos or its affiliates).<\/div>\n                    <div class=\"principle-item\"><span>02<\/span> A reproach against an associated representative.<\/div>\n                    <div class=\"principle-item\"><span>03<\/span> The identification of real or potential harm.<\/div>\n                    <div class=\"principle-item\"><span>04<\/span> A request for corrective action.<\/div>\n                <\/div>\n            <\/div>\n\n            <div class=\"bfg-legal-section\">\n                <h3>How to File a Complaint<\/h3>\n                <p>We recommend that you file your complaint in writing to the following address:<\/p>\n                \n                <div class=\"bfg-legal-contact-box\" style=\"background: rgba(197, 160, 89, 0.05); color: #333; border: 1px solid rgba(197, 160, 89, 0.3);\">\n                    <p style=\"font-size: 2.2rem; margin-bottom: 15px;\"><strong><a href=\"mailto:plaintes@boulos.net\" style=\"color: #C5A059; text-decoration: none;\">plaintes@boulos.net<\/a><\/strong><\/p>\n                    <p><strong>Head Office:<\/strong><br>\n                    100-182 rue Saint-Charles O, Longueuil, QC J4H 1C9<br>\n                    Tel: 514-448-9080 | Fax: 514-448-9066<\/p>\n                <\/div>\n            <\/div>\n\n            <div class=\"bfg-legal-section\">\n                <h3>Information to Provide<\/h3>\n                <p>For prompt processing, please provide the following details:<\/p>\n                <ul class=\"bfg-card-list-static\" style=\"color: #444;\">\n                    <li><strong>Contact Information:<\/strong> Your full name and contact details.<\/li>\n                    <li><strong>Timeline:<\/strong> The date of the activity or transaction concerned.<\/li>\n                    <li><strong>Description:<\/strong> A detailed account of your concerns.<\/li>\n                    <li><strong>Documentation:<\/strong> Forms, correspondence, or notes from meetings.<\/li>\n                <\/ul>\n            <\/div>\n\n            <div class=\"bfg-legal-section\">\n                <h3>Process and Deadlines<\/h3>\n                <p><strong>Acknowledgment:<\/strong> We will acknowledge receipt of your complaint within <strong>five business days<\/strong>.<\/p>\n                <p><strong>Review:<\/strong> We examine all complaints fairly, taking into account all facts, records, and information provided by all parties.<\/p>\n                <p><strong>Final Response:<\/strong> Within <strong>ninety days<\/strong>, we will provide you with our official response.<\/p>\n            <\/div>\n\n            <div class=\"bfg-legal-section\">\n                <h3>Recourse and Regulatory Authorities<\/h3>\n                <p>If you are not satisfied with the outcome of our investigation, you may ask us to transfer your file to the appropriate regulatory authority.<\/p>\n                \n                <h4>Quebec &#8211; Autorit\u00e9 des march\u00e9s financiers (AMF)<\/h4>\n                <p>You may contact the AMF directly:<br>\n                Montreal: 514-395-0337 | Quebec: 418-525-0337<br>\n                <a href=\"https:\/\/lautorite.qc.ca\/en\/general-public\/assistance-and-complaints\" target=\"_blank\">AMF Website<\/a><\/p>\n\n                <div class=\"bfg-principles-grid\">\n                    <div class=\"principle-item\">\n                        <strong>Ontario<\/strong><br>\n                        FSRAO<br>\n                        <a href=\"https:\/\/www.fsrao.ca\/\" target=\"_blank\">fsrao.ca<\/a>\n                    <\/div>\n                    <div class=\"principle-item\">\n                        <strong>Alberta<\/strong><br>\n                        Alberta Insurance Council<br>\n                        <a href=\"https:\/\/www.abcouncil.ab.ca\" target=\"_blank\">abcouncil.ab.ca<\/a>\n                    <\/div>\n                    <div class=\"principle-item\">\n                        <strong>Nova Scotia<\/strong><br>\n                        Superintendent of Insurance<br>\n                        <a href=\"https:\/\/www.novascotia.ca\/finance\" target=\"_blank\">novascotia.ca<\/a>\n                    <\/div>\n                    <div class=\"principle-item\">\n                        <strong>New Brunswick<\/strong><br>\n                        FCNB<br>\n                        <a href=\"https:\/\/fcnb.ca\/en\" target=\"_blank\">fcnb.ca<\/a>\n                    <\/div>\n                <\/div>\n            <\/div>\n\n        <\/div>\n    <\/div>\n<\/section>\n\n\n<footer class=\"bfg-footer\">\n    <div class=\"bfg-footer-container\">\n        <div class=\"bfg-footer-brand-col\">\n            <h3>Boulos <span style=\"color: #C5A059;\">Financial Group<\/span><\/h3>\n            <p class=\"bfg-brand-desc\">An industry pillar since 1979, Boulos Financial Group redefines business partnerships to propel elite advisors to new heights.<\/p>\n            <div class=\"bfg-footer-cta-block\">\n                <p class=\"bfg-cta-gold-text\">Ready to transform your practice with BFG engineering?<\/p>\n                <a href=\"\/en\/contact-us\/\" class=\"bfg-footer-btn\">Contact our experts<\/a>\n            <\/div>\n        <\/div>\n\n        <div class=\"bfg-footer-col\">\n            <h4>BFG EXPERTISE<\/h4>\n            <ul class=\"bfg-footer-links\">\n                <li><a href=\"\/en\/bfg-expertise#insurance\">Life Insurance<\/a><\/li>\n                <li><a href=\"\/en\/bfg-expertise#wealth-management\">Wealth Management<\/a><\/li>\n                <li><a href=\"\/en\/bfg-expertise#corporate-tax\">Corporate Tax<\/a><\/li>\n                <li><a href=\"\/en\/bfg-expertise#portfolio-analysis\">Portfolio Analysis<\/a><\/li>\n            <\/ul>\n        <\/div>\n\n        <div class=\"bfg-footer-col\">\n            <h4>BFG Advantage<\/h4>\n            <ul class=\"bfg-footer-links\">\n                <li><a href=\"\/en\/bfg-advantage#financial-planning\">Planning<\/a><\/li>\n                <li><a href=\"\/en\/bfg-advantage#retirement-income\">Retirement &#038; Income<\/a><\/li>\n                <li><a href=\"\/en\/bfg-advantage#tax-estate-planning\">Taxation<\/a><\/li>\n                <li><a href=\"\/en\/bfg-advantage#portfolio-analysis\">Audit &#038; Analysis<\/a><\/li>\n            <\/ul>\n        <\/div>\n\n        <div class=\"bfg-footer-col\">\n            <h4>BFG Access<\/h4>\n            <ul class=\"bfg-footer-links\">\n                <li><a href=\"\/en\/bfg-access#technology\">Technology<\/a><\/li>\n                <li><a href=\"\/en\/bfg-access#training\">Training<\/a><\/li>\n                <li><a href=\"\/en\/bfg-access#marketing\">Marketing<\/a><\/li>\n                <li><a href=\"\/en\/bfg-access#administration\">Administration<\/a><\/li>\n            <\/ul>\n        <\/div>\n    <\/div>\n\n    <div class=\"bfg-footer-bottom-wrap\">\n        <div class=\"bfg-footer-copyright\">\n            \u00a9 2026 Boulos Financial Group. All rights reserved.\n        <\/div>\n        <div class=\"bfg-footer-legal\">\n            <a href=\"\/en\/careers\/\">Careers<\/a>\n            <a href=\"\/en\/privacy-policy\/\">Privacy Policy<\/a>\n            <a href=\"\/en\/complaint-processing\/\">Complaint Processing<\/a>\n        <\/div>\n    <\/div>\n<\/footer>","protected":false},"excerpt":{"rendered":"<p>COMPLIANCE &#038; REGULATIONS 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: 01 A reproach against the registrant (Boulos [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_genesis_hide_title":true,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"class_list":{"0":"post-251","1":"page","2":"type-page","3":"status-publish","5":"entry"},"_links":{"self":[{"href":"https:\/\/new.boulos.net\/en\/wp-json\/wp\/v2\/pages\/251","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.boulos.net\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.boulos.net\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.boulos.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.boulos.net\/en\/wp-json\/wp\/v2\/comments?post=251"}],"version-history":[{"count":2,"href":"https:\/\/new.boulos.net\/en\/wp-json\/wp\/v2\/pages\/251\/revisions"}],"predecessor-version":[{"id":253,"href":"https:\/\/new.boulos.net\/en\/wp-json\/wp\/v2\/pages\/251\/revisions\/253"}],"wp:attachment":[{"href":"https:\/\/new.boulos.net\/en\/wp-json\/wp\/v2\/media?parent=251"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}