Having been a client for 55 years and a former employee, I thought I understood the organization well. However, this year, as I began taking payments from my RIF and LIF, the experience has been shockingly negative. I converted RSPs to RIFs and LIFs in December and attempted to unlock the LIFs to transfer half their value to my RIF. Unfortunately, this was only completed in February, leading to unintended consequences for my annual payments. The organization insists I must withdraw more to meet requirements, but I do not wish to do so. This issue has remained unresolved for a month. A simple solution would be to backdate the unlocking process, but they seem unable to grasp this. Attempts to resolve it through their brokerage services were futile, and my communications with upper management have yielded no results. There seems to be a lack of urgency or understanding from the representatives. Ultimately, it feels like no one takes ownership of client issues.
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