Lori Ciani currently serves as the Manager of Investigations at the Ombudsman for Banking Services and Investments (OBSI) since May 2023. Prior to this role, Lori Ciani held multiple positions at Amex Bank of Canada and American Express, starting in 1983. Key roles include Ombudsman, Complaints Officer, and Accessibility Officer at Amex Bank of Canada from May 2017, as well as Deputy Ombudsman across various capacities from 2004 to the present. Lori Ciani's extensive experience in ombudsman roles emphasizes a strong focus on customer complaints and accessibility within the banking and financial services sector.
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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