The CSF

The mission of the Chambre de la sécurité financière is to protect the public by ensuring its members’ integrity and professionalism. As such, it oversees the professional development, ethics and discipline of advisors, many of whom practice in more than one discipline related to personal finance. This model for multidisciplinary supervision, unique in Canada, enables the CSF to provide optimal oversight of professionals.

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.

History of the CSF

In 1905, insurance representatives created the first group aimed at encouraging good business practices among its members. From then on, the associations succeeded one another to become the trustworthy and innovative self-regulatory organization we know today: the Chambre de la sécurité financière.

Laws and regulations

The CSF’s activities and the practice of its members are governed by a number of laws and regulations. The CSF also enforces its own internal rules in order to fulfill its mission of protecting the public.

Standards

The graphic standards guide includes guidelines and templates designed to maintain consistency across all CSF communication channels.

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Your recourses

Financial services professionals who are members of the CSF must follow the rules and principles set out in specific laws and regulations governing ethical conduct. In the event of a breach, the CSF will take the disciplinary measures necessary to protect the public. Anyone who suspects a financial services advisor of a violation or professional misconduct may contact the syndic of the Chambre. This applies even if the advisor in question is not your own or if the incident occurred a long time ago. It is important to note that the CSF intervenes only in cases of violations committed by its current or former members.

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Doing business with a professional

Financial services advisors overseen by the Chambre de la sécurité financière look out for your financial well-being. Learn why their professional obligations are your best protection and follow our advice to choose the best professional for you and get the most from your meetings.

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Protection of personal information

The Chambre de la sécurité financière (the “CSF”) places great importance on the protection of personal information it holds within the scope of its activities. Moreover, the CSF is subject to the Act respecting access to documents held by public bodies and the protection of personal information, which imposes upon it the obligation to ensure the confidentiality of the personal information it holds and take the necessary safeguards to do so. Consequently, the CSF has adopted very stringent security and control measures to ensure the protection of this information.

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