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
Radiation November 23
Radiation temporaire de Hélène Desrochers
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Radiation November 18
Radiation temporaire de François Sarr
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Article October 21
Customer segmentation in the succession process
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Article October 14
Transferring clients to a new advisor: case studies and lessons learned: case #4
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Article October 6
What tax rate should be used for asset allocation?
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Article October 6
The compliance checklist in a context of succession
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Article October 2
What exactly is the duty to provide information?
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Article September 23
Transferring clients to a new advisor - Case studies and lessons learned: Case #3
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Article September 20
How to prepare for your first meeting with an advisor
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Article September 16
Believe it or not, you're already networking!
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Magazine September 1
2020 Vol. 45 no 3
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Article August 25
Taxes, often overlooked in asset allocation
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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!