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.
Main features
Article October 14
Transferring clients to a new advisor: case studies and lessons learned: case #4
Learn more
Article October 6
What tax rate should be used for asset allocation?
Learn more
Article October 6
The compliance checklist in a context of succession
Learn more
Article October 2
What exactly is the duty to provide information?
Learn more
Article September 23
Transferring clients to a new advisor - Case studies and lessons learned: Case #3
Learn more
Article September 20
How to prepare for your first meeting with an advisor
Learn more
Article September 16
Believe it or not, you're already networking!
Learn more
Magazine September 1
2020 Vol. 45 no 3
Learn more
Article August 25
Taxes, often overlooked in asset allocation
Learn more
Article August 24
Transferring clients to a new advisor: Case studies and lessons learned - Case #2
Learn more
Article August 18
Is my advisor protecting my personal information?
Learn more
Article August 18
The Chambre de la sécurité financière appoints Christian Faubert as Vice-President, Corporate Services
Learn more
Press releases
Read here the latest CSF press relases.
Radiations
Read here the latest CSF radiations.
Magazine
View the latest issues of CSF Magazine.
Events
All the CSF events.
Newsletters
Would you like to stay informed about the CSF's activities? Subscribe to one (or all) of our newsletters to never miss out.