Protocol for complaining about your bank or financial institution
If you are having a dispute with your bank or financial institution, here are the steps to take to try to resolve any disagreement:
- To begin, always attempt to resolve your complaint by contacting the bank manager or customer service.
- If the issue does not get resolved, you should escalate it to a senior person at the bank or their Ombudsman's office. The Financial Consumer Agency of Canada has information on the complaint protocol required at your financial institution or bank.
- If you have exhausted the complaint protocol and are not satisfied with the results you can contact the Ombudsman for Banking Services and Investments for possible further assistance.
For further assistance, please contact a CFIB Business Counsellor at 1 888 234-2232.