Cette page n’est pas disponible en français

Visitez la page d'accueil en français

Close window

Skip to main content
Accueil

Secondary menu [Desktop]

  • Events
  • News
  • FAQ
  • Contact us
    • Français
Chaire CSF-INRS
Chaire CSF-INRS

 

profile

Log in
 

Accueil

Main navigation

  • About us

    About us

    • The CSF
      • Who are we?
      • History of the CSF
      • Laws and regulations
      • Standards

        • Secondary menu [Desktop]

        • Events
        • News
        • FAQ
        • Contact us
          • Français
        Chaire CSF-INRS
    • Members of the CSF
      • Professional titles and designations granted by the CSF

        • Secondary menu [Desktop]

        • Events
        • News
        • FAQ
        • Contact us
          • Français
        Chaire CSF-INRS
    • Governance
    • Annual reports
  • General public

    General public

    • Doing business with a professional
      • Right to practice
      • Your meetings with your advisor
      • Their commitment to the profession

        • Secondary menu [Desktop]

        • Events
        • News
        • FAQ
        • Contact us
          • Français
        Chaire CSF-INRS
    • Your recourses
      • Role of the syndic
      • Steps for requesting an inquiry
      • Role of the Disciplinary Committee
      • Hearing roll

        • Secondary menu [Desktop]

        • Events
        • News
        • FAQ
        • Contact us
          • Français
        Chaire CSF-INRS
    • Ethical conduct and Discipline
      • Disciplinary Process
      • Composition of the Disciplinary Committee
      • Simplified summaries of the decisions of our Disciplinary Committee

        • Secondary menu [Desktop]

        • Events
        • News
        • FAQ
        • Contact us
          • Français
        Chaire CSF-INRS
  • Professional development

    Professional development

    • New members
    • Continuing education courses
    • Professional development requirements
    • Professional titles and designation
    • Multiple continuing education purchases
    • Guides and Forms
    • Continuing Education Provider
  • InfoDéonto

    InfoDéonto

    • Professional Practice
    • Client relations
    • Record management
    • Compensation
    • Toolbox
    • Regulatory environment
    • Are you being investigated?
    • Contact our compliance experts

    • Secondary menu [Desktop]

    • Events
    • News
    • FAQ
    • Contact us
      • Français
    Chaire CSF-INRS
 
profile

Log in
  1. Home
  2. InfoDéonto
  3. Know your client
  4. Financial Needs Analysis
  5. Mutual funds and Scholarship plans

Mutual funds and Scholarship plans

Read the sections Know your client and Investor profile.

Home

Acces Rapide mobile

  • Protection of personal information and access to information request
  • Dealer/Firm Portal
  • Code of Ethics

2000, avenue McGill College, 12e étage
Montréal, Québec H3A 3H3

Phone: 514 282-5777
Toll free: 1 800 361-9989
Fax: 514 282-2225
info@chambresf.com

Follow us

  •  Follow us on Facebook
  • Follow us on Linkedin
  • Follow us on Instagram
  • Follow us on Youtube

Quick access

  • About us
  • FAQ
  • Career
  • Newsletters
  • Protection of personal information and access to information request

Accès Rapide (droite)

  • Dealer/Firm Portal
  • CSF Mag+
  • Code of Ethics
  • Contact Us

Follow us

  •  Follow us on Facebook
  • Follow us on Linkedin
  • Follow us on Instagram
  • Follow us on Youtube
© 2025 Chambre de la sécurité financière All rights reserved
Terms of use and privacy | Cookie Preferences
back to top