Who we are
Our website address is: https://wealthbridge.com/
The materials on this website are not directed to U.S. Residents.
Privacy Policy (updated May 2023)
Privacy Policy-General and Client (WBIC)
Our website address is: https://wealthbridge.com/
The materials on this website are not directed to U.S. Residents.
If you have a complaint about our services or conduct, please contact us at:
WealthBridge Investment Counsel Inc.
Attention: Complaints Officer
116 – 8th Avenue SE, Calgary, Alberta T2G 0K6
Phone: (403) 263-6004 Fax: (403) 263-6010
E-mail: complaints@wealthbridge.com
You may want to consider using a method other than email for sensitive information.
Tell 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.
Help us resolve your complaint sooner
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.
A word about legal advice
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’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:
Email: ombudsman@obsi.ca
Telephone: 1-888-451-4519 or 416-287-2877 in Toronto
OBSI works confidentially and in an informal manner. It is not like going to court, and you do not need a lawyer.
During its investigation, OBSI may interview you and representatives of our firm. We are required to cooperate in OBSI’s investigations.
Information OBSI needs to help you
OBSI can help you best if you promptly provide all relevant information, including:
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