Keybase Financial Group

Keybase Financial Group

  • 1270 Central Pky W
  • Mississauga, Ontario
  • L5C 4P4

Description

Our network of Financial Advisors offers a wide range of services and products dedicated to meet the needs of our clientele. The combination of our personalized and integrated approach and prudent portfolio construction strategies gives us a competitive advantage; it allows us to serve you, our clients better. Our goal is to provide a road map and guide you to get to your financial destination.

We will acknowledge receipt of complaints promptly, generally within five days. We review all complaints fairly, taking into account all relevant documents and statements obtained from the client, our records, our advisor, other staff members and any other relevant source. Once our review is complete we provide clients with our response, which will be in writing if the complaint was made in writing. Our response may be an offer to resolve your complaint, a denial of the complaint with reasons or another appropriate response. Where the complaint relates to certain serious allegations ( 2 ), our initial acknowledgement will include copies of this summary and the CCIF. Our response will summarize your complaint, our findings and will contain a reminder about your options with the Ombudsman for Banking Services and Investments.

Our Financial Advisors surpass these requirements and provide a very high standard of professional excellence. We provide uncompromising advice and offer a wide selection of financial choices from many product sponsors, representing most major financial institutions.

Keybase Financial Group Inc. has procedures in place to handle any written or verbal complaints received from clients in a fair and prompt manner. This is a summary of those procedures, which we provide to new clients, clients who have filed a complaint and that we also make available on our website at www.keybase.com.

We collect and use your personal information to evaluate your investment, insurance and financial solution needs, to assess which of our products and services will meet your needs, and to effectively manage your financial dealings with us.

Products & services

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