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    Resolving a complaint

    Tandia is committed to resolving member problems, disputes or complaints fairly and professionally. We have a process for dealing with any issue that cannot be settled in the ordinary course of business.

    If at any time you are dissatisfied, we encourage you to follow this process:

    Expressing and resolving your concerns
    1. Contact your Advisor, Branch Manager, or the Member Solutions Centre to work with you and to resolve your concern. Our Member Solutions Centre can put you in touch with your branch and Branch Manager.
      Member Solutions Centre:
      1.800.598.2891 (press 1)
      info@tandia.com
    2. Escalating your concerns
      If you are not satisfied with the resolution reached through your Advisor, Branch Manager or the Member Solutions Centre, you can refer your concern to the VP, Member Solutions.
      VP Member Solutions:
      Shauna.Wakeman@tandia.com
    Sharing your concerns with Wealth Services
    1. Contact our Director, Wealth Services to work with you and to resolve your concern.
      Director, Wealth Services:
      Russ.MacKay@tandia.com
    2. Escalating your concerns
      If you are not satisfied with the resolution reached through our Director, Wealth Services you can refer your concern to the VP, Member Solutions.
      VP Member Solutions:
      Shauna.Wakeman@tandia.com
    Sharing your concerns with Commercial Services
    1. Contact our VP, Commercial Services to work with you and to resolve your concern.
      VP Commercial Services:
      Dawood.Khan@tandia.com

    2. Escalating your concerns
      If you are not satisfied with the resolution reached through our VP, Commercial Services you can refer your concern to the SVP, Sales/ Service/ Operations.
      SVP Sales/ Service/ Operations:
      Kathy.Clark@tandia.com
    If you are still not satisfied

    If your concerns are not resolved you can contact the Member Ombudsman to file a complaint. Please be assured that parties involved will be treated fairly and impartially, with all dealings kept in the strictest confidence.

    • Phone: 1.800.598.2891 (option 1 - ask for the Member Ombudsman)
    • Emailombudsman@tandia.com
    • Mail: Member Ombudsman, Tandia, 3455 North Service Road Suite 100 Burlington, ON L7N 3G2

    At Tandia, we believe that financial institutions should be accountable to the people they serve. We believe that there’s more than one way to measure success. We believe that our profits should have a positive financial, social and environmental impact on communities.

    We understand that everyone is different, and we work hard to tailor solutions that are right for you.

     

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    Giving back generously to our community to make a positive financial, social and environmental impact is an important part of what Tandia stands for.

     

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    We encourage you to get in touch with us at any time, whether it’s with a question about our business or a comment on how we might be able to better serve you. At Tandia, your voice is the most important one, and we are always happy to meet or hear from you.

     

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    Respect, Integrity, Innovation

    These values are the foundation of Tandia.
    Giving back generously to our community to make a positive financial, social and environmental impact is an important part of what Tandia stands for.