Investment claims
Helping you manage your financial investments
When managing your investments, there may be occasions when you need to initiate a claim. Whether you or your beneficiaries require fund withdrawals, navigate tax implications, or submit documentation to a probate court, our dedicated team is here to assist you.
Every claim is unique, so please explore the relevant section below to find specific details tailored to your situation.
Online claims submissions and alternative payment methods are always available to you and are not impacted by the Canada Post strike. Updates and other important information to know.
Have a Concern or Complaint?
If you encounter any issues, we’re committed to addressing them promptly.