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

latest edition csf magazine 2022

CSF Magazine: The latest edition is now online! (in French only)


Our main dossier, Transferring a business will give financial services advisors greater insight into the issues that arise when transferring a business, which will require them to have an in‑depth understanding of their clients’ needs. Other topics covered include the increasingly prominent role of women entrepreneurs, the importance of planning several years in advance and questions around taxation.

amour et argent vignette en

Webinaire+: Amour et argent, ça peut faire bon ménage? (in French only)


Knowing your client well in order to offer financial products and services adapted to their reality is the basis of the ethical obligations of CSF members, even when love complicates everything! The webinar "Amour et argent ça peut faire bon ménage?" aims to equip financial services advisors who deal on a daily basis with clients whose marital status may influence the management of their finances.

finance et millénariaux

Finance and millennials


Consultants are increasingly serving the millennial generation. Millennials have different attitudes, tastes and needs than previous generations. Getting to know them well helps to better serve them. (in French only)

Press releases


Read here the latest CSF press relases.

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Read here the latest CSF radiations.

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Annual reports


Read our annual report to learn more about our activities and operations.

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View the latest issues of CSF Magazine.

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Learn about key issues regarding the protection of the public and the profession by reading CSF submissions and briefs on public consultations.

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All the CSF events.

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