News

To assist you in your practice, the CSF regularly publishes instructive articles for both counsellors and the general public. In addition, you will find in this section CSF news, disciplinary decisions, radiations and press releases.

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Article October 2

What exactly is the duty to provide information?

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Article September 23

Transferring clients to a new advisor - Case studies and lessons learned: Case #3

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Article September 20

How to prepare for your first meeting with an advisor

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Article September 16

Believe it or not, you're already networking!

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2020 Vol. 45 no 3

Magazine September 1

2020 Vol. 45 no 3

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Article August 25

Taxes, often overlooked in asset allocation

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Article August 24

Transferring clients to a new advisor: Case studies and lessons learned - Case #2

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Article August 18

Is my advisor protecting my personal information?

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Article August 18

The Chambre de la sécurité financière appoints Christian Faubert as Vice-President, Corporate Services

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Radiation August 17

Radiation permanente de Michel Marcoux

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Radiation August 11

Radiation temporaire de Jean-Roch Nelson

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Article July 17

Who's afraid of their investment account statements?

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Press releases

Read here the latest CSF press relases.

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Radiations

Read here the latest CSF radiations.

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Magazine

View the latest issues of CSF Magazine.

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Events

All the CSF events.

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Newsletters

Would you like to stay informed about the CSF's activities? Subscribe to one (or all) of our newsletters to never miss out.

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Podcast

Elyse Marquis interviews experts on current topics for members of the CSF. Vulnerable clientele, social media, client acquisition, and gender inequalities are on the agenda for this 2nd season!

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