Your initial consultation call is completely free and confidential. During this call, we will discuss the basic facts of your situation to determine if you have a viable legal claim. If your case is complex and requires an in-depth, forensic financial evaluation or a formal expert file assessment, we will clearly outline any upfront review retainers or contingency fee options before any costs are ever incurred. Our goal is full fee transparency so you face no hidden financial surprises

Geller Law provides full-service remote legal representation to clients across Canada, excluding Quebec. Whether you are based in Calgary, Edmonton, Vancouver, or Winnipeg, our intake, document collection, forensic portfolio reviews, and strategic meetings are handled securely via video consultation and digital portals. You receive high-level, specialized investment loss counsel right from your home, with no requirement to physically visit our Ottawa office to launch or execute your recovery claim.

We investigate misconduct and seek financial recovery across a broad scope of investment and insurance products. This includes unsuitable advice, negligence, or fraud involving mutual funds, exchange-traded funds (ETFs), equities, options trading, segregated funds, private placements, and high-risk exempt market products. If your advisor placed your capital into complex or high-risk assets—including modern digital or crypto assets—without clearly explaining the underlying risks, you may have a strong case for compensation.

Yes, Geller Law reviews cases for potential contingency fee structures. Following our free initial consultation and a formal assessment of your file, we evaluate whether your claim qualifies for a "no win, no fee" arrangement. Under a contingency agreement, any legal fees are structured as a percentage of the financial recovery we secure for you. This approach minimizes your upfront financial risk and reduces stress, ensuring that seeking justice after an investment loss does not create a further financial burden.

Yes, executors and estate trustees have the legal authority to pursue claims on behalf of an estate. If you are managing an estate and discover that a deceased family member was a victim of elder financial abuse, unauthorized trading, or highly unsuitable investment recommendations, you can take action. Geller Law frequently collaborates with executors to audit past portfolio records, hold negligent advisors accountable, and recover lost estate assets for the rightful beneficiaries.

We align our recovery strategies with standard Canadian financial standards, analyzing code violations governed by bodies like the Canadian Investment Regulatory Organization (CIRO)—which oversees former IIROC and MFDA firms—as well as provincial regulators like the Ontario Securities Commission (OSC). Our onboarding process follows a clear 3-step timeline:
‍
Free Intake Review: An initial fact-finding discussion of your case.
Forensic Audit: A detailed structural analysis of your investment statements.
Action Plan: Launching a strategic legal demand or formal claim designed to hold the advisory firm accountable.

Yes. Across almost all Canadian provinces outside of Quebec, there is a basic two-year limitation period to commence a civil lawsuit or legal proceeding for financial losses, negligence, or financial advisor misconduct.

The Two-Year Rule Applies Regionally: Provincial statutes—including the Limitations Act in Ontario, British Columbia, Alberta, and Manitoba—stipulate that the countdown clock generally begins the day you "discovered" your claim. This is the date you knew, or reasonably ought to have known, that you suffered an investment loss caused by bad advice, a mismatched risk profile, or fraud.

The Danger of Internal Firm Delays: Filing a formal complaint directly with your bank, investment firm, or an ombudsman does not pause or stop this statutory two-year clock. Financial institutions will sometimes spend months evaluating your file internally, which can inadvertently exhaust your timeline before you take formal legal action.

Why Early Forensic Audits Matter: Calculating the exact date of "discoverability" is a complex legal question. Preparing a compelling, detailed legal file relies on pulling complete history logs, which takes dedicated time.

Whether your accounts are located in Ontario, BC, Alberta, or the Maritimes, you should Request a Case Review as soon as you notice an issue to keep your recovery options open.