Who are we?

The role of the CSF is essential to ensuring public confidence in financial services. In a complex and constantly evolving sector, where decisions made by consumers can have a major impact on their financial future, it is crucial that professionals act with competence, integrity and ethics.
Qui sont les membres de la CSF

Mission

The mission of the CSF is to protect the public by requiring mandatory professional development, upholding ethical standards and maintaining discipline among its members, who include financial security advisors, group insurance and annuity advisors and financial planners*.

Values and vision

Our values:

  • Integrity
  • Professionalism
  • Leadership
  • Collaboration
  • Compassion

Our vision:

The Chambre de la sécurité financière aspires to become an influential leader fully recognized for its added value, its innovations, its inclusive approach and its contributions to supporting public confidence in financial services.

Recognized expertise

In concrete terms, the CSF acts by:

  • Managing mandatory professional development to ensure the competence of its members*
  • Developing and enforcing ethical rules
  • Monitoring discipline to ensure high standards of practice
  • Raising awareness of best practices
  • Working with regulatory authorities to adapt and modernize oversight of the profession
  • Keeping abreast of issues and trends by establishing links with the work of advisors

* Financial planners who are members of the CSF must comply with the professional development requirements of the Financial Planning Institute. However, if they also hold other licences regulated by the CSF, they are required to meet the professional development requirements specific to those licences.