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.
September 20, 2020
How to prepare for your first meeting with an advisor
September 16, 2020
Believe it or not, you're already networking!
August 25, 2020
Taxes, often overlooked in asset allocation
August 24, 2020
Transferring clients to a new advisor: Case studies and lessons learned - Case #2
August 18, 2020
Is my advisor protecting my personal information?
August 18, 2020
The Chambre de la sécurité financière appoints Christian Faubert as Vice-President, Corporate Services
July 17, 2020
Who's afraid of their investment account statements?
July 2, 2020
Develop and maintain your network despite COVID-19
June 29, 2020
Transferring clients to a new advisor: Case studies and lessons learned - Case #1
June 29, 2020
Educating clients: the key to weathering crises
June 17, 2020
SWOT analysis of your practice
June 17, 2020
Should you restructure your debt to make your interest payments tax-deductible?
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)
The CSF unveils its 2021 Annual Report
Under the theme “An Asset to Protect the Public”, the report highlights the many advances that are intimately linked to the transformation of the CSF and that have been achieved despite the pandemic. For the CSF, being an asset to protect the public means being able to adapt its ways of doing things with flexibility and agility in a constantly changing environment. The added value that the CSF provides makes sense at a time when technological upheavals and consumer expectations have a direct impact on your profession.
Press releases
Read here the latest CSF press relases.
Radiations
Read here the latest CSF radiations.
Annual reports
Read our annual report to learn more about our activities and operations.
Magazine
View the latest issues of CSF Magazine.
Briefs
Learn about key issues regarding the protection of the public and the profession by reading CSF submissions and briefs on public consultations.
Events
All the CSF events.