Financial services advisors overseen by the Chambre de la sécurité financière look out for your financial well-being. Learn why their professional obligations are your best protection and follow our advice to choose the best professional for you and get the most from your meetings.

The Chambre de la sécurité financière (the “CSF”) places great importance on the protection of personal information it holds within the scope of its activities. Moreover, the CSF is subject to the Act respecting access to documents held by public bodies and the protection of personal information, which imposes upon it the obligation to ensure the confidentiality of the personal information it holds and take the necessary safeguards to do so. Consequently, the CSF has adopted very stringent security and control measures to ensure the protection of this information.

The annual reports of the Chambre de la sécurité financière go beyond a simple financial statement. They provide an overview of the year’s activities: our achievements, strategic initiatives and efforts to protect the public. They document our tangible actions to support the professionalism of our members while ensuring compliance with ethical rules.

Learn about the teams who help the CSF fulfill its mission to protect the public with effectiveness and transparency. They include the Board of Directors, who perform their duties with the support of three standing committees and two advisory committees. The Board oversees the activities of the entire CSF and management team, who work collaboratively to achieve strategic objectives and implement action plans.

The Chambre de la sécurité financière brings together 34,000 personal financial advisors around a shared commitment: to put their clients’ interests first. These professionals are subject to mandatory professional development requirements, are accountable for their actions, and must act in compliance with a strict code of professional conduct. Their obligations reflect the high level of competence and integrity expected in their practice.

The CSF’s activities and the practice of its members are governed by a number of laws and regulations. The CSF also enforces its own internal rules in order to fulfill its mission of protecting the public.

In 1905, insurance representatives created the first group aimed at encouraging good business practices among its members. From then on, the associations succeeded one another to become the trustworthy and innovative self-regulatory organization we know today: the Chambre de la sécurité financière.

The role of the CSF is essential to ensuring public confidence in financial services. In a complex and constantly evolving sector, where decisions made by consumers can have a major impact on their financial future, it is crucial that professionals act with competence, integrity and ethics.

The mission of the Chambre de la sécurité financière is to protect the public by ensuring its members’ integrity and professionalism. As such, it oversees the professional development, ethics and discipline of advisors, many of whom practice in more than one discipline related to personal finance. This model for multidisciplinary supervision, unique in Canada, enables the CSF to provide optimal oversight of professionals.

Our mission is to protect the public by ensuring the integrity and professionalism of financial services advisors. The CSF is a self-regulatory body established by law to oversee its members’ training, ethics and discipline. It is multidisciplinary, meaning that it oversees advisors who practice in more than one industry. This feature is unique to the Quebec system.