If you have a complaint about our services or a product, contact us at:
Nest Wealth Asset Management Inc.
672 Dupont Street
Suite 310, Toronto ON
M6G 1Z6 Canada
ATTN: Randy Cass
Make your complaint as soon as possible.
Reply promptly if we ask you for more information.
Keep copies of all relevant documents, such as letters, emails and notes of conversations with us.
We will acknowledge your complaint in writing, as soon as possible, typically within 5 business days of receiving your complaint. We may ask you to provide clarification or more information to help us resolve your complaint.
We normally provide our decision in writing, within 90 days of receiving a complaint. It will include:
If we cannot provide you with our decision within 90 days, we will:
You may be eligible for the independent dispute resolution service offered by the Ombudsman for Banking Services and Investments (OBSI).
You may be eligible for OBSI’s dispute resolution service.
You always have the right to go to a lawyer or seek other ways of resolving your dispute at any time. A lawyer can advise you of your options. There are time limits for taking legal action. Delays could limit your options and legal rights later on.
You may be eligible for OBSI’s free and independent dispute resolution service if:
OBSI can recommend compensation of up to $350,000.
OBSI’s service is available to clients of our firm. This does not restrict your ability to take a complaint to a dispute resolution service of your choosing at your own expense, or to bring an action in court. Keep in mind there are time limits for taking legal action.
You have the right to use OBSI’s service if:
If we do not provide you with our decision within 90 days, you can take your complaint to OBSI any time after the 90-day period has ended.
If you are not satisfied with our decision, you have up to 180 days after we provide you with our decision to take your complaint to OBSI.
Telephone: 1-888-451-4519 or 416-287-2877 in Toronto
OBSI can help you best if you promptly provide all relevant information, including:
OBSI works confidentially and in an informal manner. It is not like going to court, and you do not need a lawyer.
Once OBSI has completed its investigation, it will provide its recommendations to you and us. OBSI’s recommendations are not binding on you or us.
OBSI can recommend compensation of up to $350,000. If your claim is higher, you will have to agree to that limit on any compensation you seek through OBSI. If you want to recover more than $350,000, you may want to consider another option, such as legal action, to resolve your complaint.
For more information about OBSI, visit www.obsi.ca
If you have any questions or to file a complaint, please feel free to reach out to our team at email@example.com.
We're changing the way Canadians invest with the country's first subscription based investment service.Start my investment plan