Is your financial loss due to your financial advisor's:

Financial planning

Titles and credentials

The KYC process

The process guarantee and periodic reviews

Do you want help to recover a financial loss?

Free initial consultation

 

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Questionnaire

Please fill out the following form to give us details of you and your claim, for a no obligation, free initial obligation.

PERSONAL DETAILS

  
First name*
Last name*
Age
E-mail address*
Phone number
Address line 1
Address line 2
City
Province
Postal code
Current employment status

 

  

ACCOUNT DETAILS

  
Year when account(s) opened
Name of investment advisor when opened
Name of investment/financial planning firm
Type of investment when opened

 

  

CLAIM DETAILS

  
Please describe the nature of your complaint (margin, leverage, high-risk investment, timing signals, false promises)
Amount of money (or value) deposited with advisor
Amount of investments still owned
Name of current advisor (if changed)
Name of current investment/financial planning firm
(if changed)
If account(s) closed, details of when closed and to whom assets transferred
Please describe how we can best contact you for an initial free consultation