We promise to assist you in fulfilling your savings goals with our best efforts.

We promise to assist you in fulfilling your savings goals to nurture your dreams for your child’s tomorrow tailored to your needs by a trained and licensed dealing representative.

We promise to communicate with you on a regular basis and issue annual statements to keep you up to date on your scholarship plan.  You may also login and view your RESP details 24 hours a day, 7 days a week.

We promise to respond promptly to your telephone calls, letters, emails and faxes. You can rely on us to handle your service requests in a thorough, accurate, timely and professional manner.

CEFI values your Feedback!

Do you have feedback to share about your experience with CEFI, our staff or CEFI’s Dealing Representatives?  CEFI values quality service. Our goal is to provide you with full and clear information about all aspects our Plans and to provide you with excellent and efficient ongoing service.

If you have a CEFI experience that you would like to share, please get in touch!

You can contact CEFI as follows: feedback@cefi.ca or click here

Office of the President

CEFI strives to provide exceptional service. If you have not experienced top service, you may wish bring your service concerns to the attention of the President:

Complaint Resolution

If you have a complaint or concern:

1. We encourage you to contact your dealing representative or his or her Branch Manager directly in order to express your concern.
2. You may also wish to contact our Customer Service Department to discuss your complaint or concern.
3. If you feel that your concern or complaint has not been resolved, please contact our Compliance Team:

4. Independent Mediation Services

If you have contacted CEFI as set out above and you feel that a satisfactory resolution of the matter is not possible, you may then contact the independent mediator, Andrea Parliament, Barrister & Solicitor at the contact details set out below. The mediator offers a free, independent and impartial resolution service for Subscribers. There are no fees associated with using the independent mediator and legal representation is not required to participate fully in any mediation.
If the mediator investigates a complaint against us and finds in favour of the client, she will recommend a course of action to resolve the complaint, which may include compensation. All matters brought to the mediator are confidential.
Written complaints are required and may be sent by:

In Quebec:

You may contact the AMF so that they can review the file and recommend whether settlement is appropriate.