Your advisor

Our financial service advisors ensure your well-being. Find out why their professional obligations are your best protection and follow our tips on choosing the right advisor.

Is your advisor a member?

The 34,000 CSF members are trained, certified and monitored professionals. That’s why you should consult the Register of firms and individuals authorized to practise before working with an advisor.

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How to make the most of your meetings with an advisor?

To ensure you’re able to answer all your advisor’s questions, it’s important to prepare for your meeting ahead of time.

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Commitment to the profession

The Chambre de la sécurité financière has 4 essential tools to ensure exemplary practice by financial services professionals.

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