Complaint Handling and Dispute Resolution

MERITEX Services Financiers Inc. is committed to handling complaints in a fair, transparent, and timely manner, in accordance with
applicable regulatory requirements.

A complaint is an expression of dissatisfaction regarding the services provided, the conduct of a representative, a product or service offered,
or a failure to act.

Complaints may be submitted in writing using the online complaint form available on this page, by email, or by any other written
means upon request.

MERITEX will acknowledge receipt of a complaint in writing within five (5) business days and will provide a written response within
thirty (30) days, unless exceptional circumstances justify an extension, in which case the client will be informed.

If the client is dissatisfied with the response or outcome, the client may request that the complaint file be transferred to the Autorité
des marchés financiers (AMF) for review, in accordance with applicable regulatory requirements. This right is not conditional upon the completion of any internal or third-party review.

MERITEX maintains a register of complaints and retains complaint files in accordance with applicable legal and regulatory requirements.
Clients may submit complaints without fear of retaliation or adverse consequences.

MERITEX delivers trusted, merit-based financial

advice with real conversations, tailored solutions,

and in-person support across Greater Montreal.

Contact

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Complaint Handling and Dispute Resolution

MERITEX Services Financiers Inc. is committed to handling complaints in a fair, transparent, and timely manner, in accordance with applicable regulatory requirements.

A complaint is an expression of dissatisfaction regarding the services provided, the conduct of a representative, a product or service offered,
or a failure to act.

Complaints may be submitted in writing using the online complaint form available on this page, by email, or by any other written means upon request.

MERITEX will acknowledge receipt of a complaint in writing within five (5) business days and will provide a written response within thirty (30) days, unless exceptional circumstances justify an extension, in which case the client will be informed.

If the client is dissatisfied with the response or outcome, the client may request that the complaint file be transferred to the Autorité des marchés financiers (AMF) for review, in accordance with applicable regulatory requirements. This right is not conditional upon the completion of any internal or third-party review.

MERITEX maintains a register of complaints and retains complaint files in accordance with applicable legal and regulatory requirements.
Clients may submit complaints without fear of retaliation or adverse consequences.

Contact

514-653-5377

[email protected]

6900 Decarie Blvd., Suite 3160PP

Côte Saint-Luc, QC, H3X 2T8 (Carré Décarie)