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  • COMPLIANCE
    • Privacy Policy
    • Anti-Money Laundering
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    • Client Complaint Form
    • Downloadable Policies
  • CONTACT
  • FR
  • OUR TEAM
  • Assurances LMB
  • More
    • Home
    • SERVICES
      • Our Value Proposition
      • Insurance Policy Reviews
      • Individual Exec. Benefits
      • Estate Planning
      • Shareholder Funding
      • Key Person Insurance
      • Collateral Life Insurance
      • Personal Risk Management
      • Downloadable Brochures
    • COMPLIANCE
      • Privacy Policy
      • Anti-Money Laundering
      • Complaint Review Policy
      • Contributions
      • Conflicts of Interest
      • Fair Market Competition
      • Use of Client Information
      • Client Complaint Form
      • Downloadable Policies
    • CONTACT
    • FR
    • OUR TEAM
    • Assurances LMB
  • Home
  • SERVICES
    • Our Value Proposition
    • Insurance Policy Reviews
    • Individual Exec. Benefits
    • Estate Planning
    • Shareholder Funding
    • Key Person Insurance
    • Collateral Life Insurance
    • Personal Risk Management
    • Downloadable Brochures
  • COMPLIANCE
    • Privacy Policy
    • Anti-Money Laundering
    • Complaint Review Policy
    • Contributions
    • Conflicts of Interest
    • Fair Market Competition
    • Use of Client Information
    • Client Complaint Form
    • Downloadable Policies
  • CONTACT
  • FR
  • OUR TEAM
  • Assurances LMB
The Insurance Advisory Group Inc.

Client Complaint Form

Please complete this fillable form (using Adobe Acrobat PDF Reader software’s Fill and Sign tool) or print and complete manually and forward to gbentley@iagi.ca or lbentley@iagi.ca.


  1. To help with our review, please also send us the following information:

  • Details of the complaint that was conveyed to the individual(s), with whom you have a concern;
  • Response provided by the individual(s) to resolve your complaint; and
  • All documents that support your complaint (e.g., contracts, policy documents, emails, letters sent to or received from the person or entity, etc.).

You may attach the documents separately.  Please note that we cannot review or resolve your complaint without the information requested in this form.

IAG Client Complaint Form (pdf)

Download

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