Ioana Puscasu possesses extensive experience in case assessment and customer service within the financial services sector, notably serving as Case Assessment Officer II at the OBSI since February 2015. Responsibilities include managing inbound and outbound communications with consumers and firms, assessing complaints, preparing case summaries, and identifying systemic issues. Prior roles include Case Assessment Officer I, Coordinator of Finance and Operations, and Administrative Assistant at OBSI, along with a position as a Bilingual Inbound Customer Service Representative at Optima Communications International. Ioana holds a Bachelor's Degree in Philology and multiple certificates in Business Process Management and Accounting from the University of Toronto School of Continuing Studies, as well as a degree in Personal Lending and Mortgages from 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