November 26, 2020,
10 AM Pacific / 1 PM Eastern
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Summary
In a time of coronavirus and economic uncertainty, it’s more important than ever for Canadians to protect their financial well-being. But what about the decisions we make that leave us vulnerable? This year, for the 10th anniversary of Financial Literacy Month, Rob Paddick, Deputy Ombudsman for the Ombudsman for Banking Services and Investments (OBSI) will join CNPEA on November 26th to help participants learn to protect their finances in challenging times. He will share examples about scams to avoid, what elder abuse looks like, how a Power of Attorney works and how to resolve a complaint against your financial services provider.
Presenter
Robert Paddick is a Deputy Ombudsman, overseeing investments and banking complaints. He is a member of the Ontario bar, and holds a B.Sc (Hons) from the University of Western Ontario and a law degree from Queen's University. Mr. Paddick joined OBSI as a Senior Investigator in 2003 and was promoted to Deputy Ombudsman in 2006. Prior to joining OBSI, Mr. Paddick was Director, Mutual Fund Compliance and in-house counsel at a large national mutual fund dealer. Before entering the financial services industry he practiced law in Ottawa.
