We take concerns very seriously at Envision Financial and view them as our best way to identify and rectify problems. By solving your issue or concern, we will have ultimately improved our service levels to all members.
Reach out to us - we want to hear from you and work with you
Call our Member Advice Centre toll-free at 1-888-597-6083, contact your advisor or branch manager or send us an email.
Let us know what happened and what we can do to help. We will do whatever we can to assist you and engage all necessary teams.
Still need help resolving your concern?
If you are not satisfied with the resolution provided at the Member Advice Center or branch level, let the advisor(s) you have been in contact with know that you wish to further escalate the matter to the president's office. The President's office will engage senior leadership and work with you to get your concern resolved.