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 August 25
Taxes, often overlooked in asset allocation
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Article August 24
Transferring clients to a new advisor: Case studies and lessons learned - Case #2
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Article August 18
Is my advisor protecting my personal information?
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Article August 18
The Chambre de la sécurité financière appoints Christian Faubert as Vice-President, Corporate Services
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Radiation August 17
Radiation permanente de Michel Marcoux
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Radiation August 11
Radiation temporaire de Jean-Roch Nelson
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Article July 17
Who's afraid of their investment account statements?
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Radiation July 7
Radiation temporaire de Ouafa Chammakhi
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Radiation June 30
Radiation temporaire de Jean-Benoit Côté
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Article June 29
Transferring clients to a new advisor: Case studies and lessons learned - Case #1
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Article June 29
Educating clients: the key to weathering crises
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Radiation June 19
Radiation temporaire de Nicolas Bélanger
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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
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Podcast
Elyse Marquis interviews experts on current topics for members of the CSF. Vulnerable clientele, social media, client acquisition, and gender inequalities are on the agenda for this 2nd season!