Angad S. is a seasoned professional in the financial services industry with extensive experience across various roles, currently serving as a Senior Investigator at OBSI - Ombudsman for Banking Services and Investments since February 2023. Prior experience includes multiple leadership positions at Scotiabank from May 2019 to February 2023, such as Manager of Customer Concerns and Assistant Manager of Compliance Reporting and Quality Assurance. Angad's background also features financial advisory roles at TD and a variety of customer service positions. Angad's educational background includes a Bachelor’s Degree in B.COM(Hons.) from Delhi University and several financial planning certifications from institutions such as The Canadian Institute of Financial Planning and the Canadian Securities Institute.
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OBSI - Ombudsman for Banking Services and Investments
OBSI is Canada’s trusted independent dispute resolution service for consumers and small businesses with a complaint they can't resolve with their banking services or investment firm. As a free alternative to the legal system, we work informally and confidentially to find fair outcomes to disputes about banking and investment products and services. OBSI looks into complaints about most banking and investment matters including: mutual funds; bonds and GICs; stocks, exchange traded funds, income trusts and other securities; investment advice; unauthorized trading; fraud; debit and credit cards; mortgages; loans and credit; fees and rates; transaction errors; misrepresentation; and accounts sent to collections. Where a complaint has merit, OBSI may recommend compensation up to a maximum of $350,000. OBSI’s staff consists of qualified professionals from the financial services, law, accounting, dispute resolution and regulatory compliance fields. Current participating firms include: -Investment Industry Regulatory Organization of Canada (IIROC) member firms -Mutual Fund Dealers Association of Canada (MFDA) member firms -Mutual fund companies -Exempt market dealers -Portfolio managers -Scholarship plan dealers -Forex trading services -Domestic and foreign-owned banks -Credit unions -Federal trust and loan companies and other deposit-taking organizations