Retirefrctiist Ave Financial Management

Toll Free 1-877-314-5553

Contact Us

Please contact us with any questions you may have. We are focused on being responsive to our clients’ needs and we will happily arrange a meeting or serve you over the phone.

Orders cannot be accepted by email, as the firm can not ensure timely execution.

Main Office Address:
Retire First
Suite 101, 4610 – 49th Avenue
Red Deer, Alberta T4N 6M5

Phone: 1-403-314-5553
Toll Free: 1-877-314-5553
Fax: 1-403-314-5323

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Client Complaints

Retire First Ltd. will send an acknowledgement letter within five (5) business days of reciept of any written complaint. RF acknowledgement letter will include the following key items:

  • the name and contact information of the person in charge of handling your complaint;
  • reference to the 90 day calander time-line to provide a response;
  • a mention that the client may contact the Designated Complaints Officer to obtain a status update on the file
  • an explanation of RF’s policy for handling complaints;
  • request for additional information, in order to investigate and resolve the complaint.
  • RF will advise the Investment Industry Regulatory Organization of Canada (IIROC) of all complaints received.

Upon completion of our investigation, we will provide a written report to the complainant within the 90 calendar days referenced in the acknowledgment letter. The investigation report will contain the following:

  • a summary of the complaint;
  • the results of the investigation;
  • the final decision on the complaint including an explanation;
  • the options available to the complainant if unsatisfied with RF’s response, and;
  • a reference to the IIROC-approved brochure entitled “an Investor’s guide to making a Complaint”.

Should you not be satisfied with the review or the result of the review, consumers may seek the services of:

Ombudsman for Banking Services and Investments (OBSI) which offers a free and impartial service for resolving banking and investment disputes between member firms and the consumer. For more information on this option please see:
Website www.obsi.ca

Toll free 1.888.451.4519

All written complaints must be sent to

Retire First Ltd

c/o Designated Complaints Officer

101-4610 49th Ave

Red Deer, Alberta T4N 6M5

doug.allan@retirefirst.com

© 2009 Retire First |