230:
sections as of Oct 22, 2014 to CDPSF. After fifteen years of activity, the CSF's regional sections become autonomous corporations. The mission of this council is to bring together all professionals in financial services, valuing the advisory role while promoting their interests and strengthening the bonds of trust and professional solidarity. The CSF is the 2014 recipient of a "Mention of the Quebec Grands Prix de la qualité", organized by the "Mouvement québécois de la qualité" (Quebec
Quality Mouvement), under the auspices of the
717:
154:
for the group savings plan brokerage discipline. Representatives of investment contract and scholarship plans, group insurance of persons and financial planning are elected by all the representatives of these disciplines, on a voluntary basis. provincial. Finally, two (2) directors are appointed by the
Minister of Finance to represent the public and complete the total of 11 directors.
229:
2014 - Official launch of the
Corporation of Financial Services Professionals (CDPSF) on June 6, 2014, initiated by the regional chapters. This project started in 2011 with the aim of separating the activities of member associations from its mission of protecting the public. Migration of CSF regional
207:
2008 - New
Regulation on Mandatory Continuing Education in force at 1 Dec. 2008. The group savings sector is now under the Securities Act, rather than the ADFPS. Agreement between the "College of Corporate Directors" and the CSF to participate in the development and dissemination of certain training
141:
The "Info-Déonto" application on the CSF website informs the public about the ethical standards and obligations that financial products professionals must comply with. The Public
Protection section of the site is also specifically designed to guide the consumer in establishing a healthy relationship
598:
The "Discipline
Committee" shall hear any complaint made by the trustee against a representative. Complaints may come from a consumer or from any representative of the CSF. For example, a consumer who feels aggrieved or a representative of unethical practices may apply directly to the CSF or to the
153:
The Act respecting the distribution of financial products and services (ADFPS) provides that the board of directors of the CSF is made up of 11 directors, nine of whom are elective. Of these nine positions, six are elected on a regional basis: three for the insurance of persons discipline and three
217:
2011 - New
Regulation on Compulsory Continuing Education of the CSF, effective December 1 st. 2011; this regulation now allows the postponement of up to 5 surplus PDUs. Putting on-line the Info-déonto website, a reference center for CSF professionals. Revised the brand image of the CSF with a new
197:
2004 - Implementation of the Law on the
National Agency for Financial Sector Supervision (Law 107) granting the CSF a role of self-regulatory organization. Amendments to the By-Laws giving a new mandate to the regional chapters who will henceforth play a key role at general meetings of the CSF,
132:
The CSF supervises about 32,000 members who have ethical obligations. Those subjects to the CSF must take care of the interests of their clients and establish a relationship of trust with them in their consulting services. In their approach, they must know their client well and make the right
589:
Historically, the CSF has been innovative in terms of training its members. It also provides in-company training on request. Training focuses on compliance and on the various disciplines under supervision. Internet training activities have become very popular.
133:
diagnosis on their financial health. They must identify the specific needs of their clients, address their concerns and issues; in addition, they help them make good decisions in the choice of financial products and services and in their implementation.
507:
The Trophé Victor Dumais is the highest Award for
Excellency and Accomplishment in the Life Insurance Industry. It is measured by the efficiency and participation of its members plus Education seminars and fund raising activities.
221:
2012 - First
Internet vote for the CA election of the CSF. New CSF-Advocis Mutual Recognition Agreement Promoting the Mobility of Registered Life Insurers (A.V.A.) in Canada. Advertising campaign to increase the reputation of the
225:
2013 - The Info-Déonto site now available to the general public. Launch of a mandatory course in compliance for members. Appearance of the CSF on social media. Electronic edition of the magazine "Financial Security" of the
476:
Note: The 2016 Future Prize (French: Prix Avenir) was awarded to Marie-Philip Babineau and Racky Fayol N'Diaye; and in 2017 to Mak Vaillancourt. This distinguished awards program was discontinued after that of 2017.
237:
2015 - New platform of the CSF website, deployed on June 25 as part of a major overhaul of applications used by staff and members of the CSF. CSF advertising campaign with the character of "woolen stockings".
184:(L.R.Q., c. C-26). More specifically, its mission is "to ensure the protection of the public by maintaining discipline and by ensuring training and professional ethics" of its members.
706:
651:
176:
This organization was incorporated in 1998 by the "Act respecting the distribution of financial products and services" (RSQ, c. D-9.2). It is vested with the same powers as any
129:
The reason of being of CSF is to ensure the integrity and professionalism of its members by maintaining discipline and by ensuring the training and supervision of its members.
743:
150:
From its founding until 2014, the CSF consisted of 20 regional sections. Each period of mandatory continuing education is two years starting on the first day of December.
700:
600:
560:
248:
111:
768:
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A.V.C. Pl.Fin. President of Laval Chapter (third largest Chapter), President of the Board of all Presidents 20 Chapters in Quebec, Provincial Administrator in 1997
694:
240:
2016- New multiplatform advertising campaign of the CSF under the theme of financial health. Launch of the second compulsory course in compliance for members.
204:
2007 - New regulation to bail out the financial services compensation fund. First cohort of graduates of the group insurance and annuities certificate
162:
Around 1905, volunteers from the Montreal and Quebec regional associations joined forces to form the "Association des assureurs-vie du Canada" (AAVC)(
763:
191:
2001 - The CSF, insurance companies and Université Laval join together to finance the development of a certificate in insurance and group annuities.
738:
748:
619:
555:
For example, the "Chambre de la sécurité financière" (Chamber of Financial Security) brings together all professionals in the
758:
575:
The CSF supervises the compulsory continuous training of its subjects in the disciplines it supervises, in particular by:
255:
244:
181:
753:
650:
The title "Financial planner" is legally reserved for individuals who meet the educational requirements of the
166:). Subsequently, this organization became the "Association provinciale des assureurs-vie du Québec"(APAVQ) (
110:(English: Chamber of Financial Security) is the self-regulatory organization for representatives subject to
563:(Chamber of Damage Insurance), whose members are "damage insurance agents", "damage insurance brokers" and
170:), which was replaced by the "Association des intermédiaires en assurance de personnes du Québec" (AIAPQ) (
17:
641:
The title "Financial security advisor" is legally reserved for representatives in insurance of persons.
208:
content in the college's courses. Establishment of the "Prix d'Excellence" and the "Prix de la relève".
194:
2003 - Restructuring of the executive management which will be headed from 2004 by an executive VP.
548:
177:
620:
Chambre de la sécurité financière - Article published on May 24, 2018 by email to its members.
231:
115:
214:
2010 - Beginning of the systematic diffusion of all the disciplinary radiations of the CSF.
564:
732:
722:
585:
Its offer a large range of training activities in meeting room or through Internet.
275:
Luc Labelle, VP executive and chief executive officer in 2005 until March 13, 2015;
559:
financial sector (except: securities representatives) with its counterpart, the
582:
Accreditation of continuing education activities offered to training providers;
712:
672:
201:
2006 - Launch of mandatory compliance training effective December 1 st. 2006.
483:"Association des intermédiaires en assurance de personnes du Québec" (AIAPQ)
258:, after having withdrawn the project of amalgamation of the CSF at the AMF.
67:
172:
English: Association of Life and Health Insurance Intermediaries of Quebec
678:
Official website of "Ordre des administrateurs agréés du Québec" (Adm.A.)
492:
Winner of the outstanding awards given by the AIAPQ Trophé Victor Dumais
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The administration of its register of continuing education units (UFC);
556:
278:
Marie Elaine Farley, president and chief executive officer since 2015
123:
119:
57:
304:
Dany Bergeron, B.A.A., A.V.A., C.A.A.S., FMA, FCSI (June 2011-2014);
188:
1999 - Start of operations of the Financial Security Chamber (CSF).
321:
Winners of the outstanding awards given by the CSF since 2008 are
631:
Chambre de la sécurité financière - Chamber of Financial Security
272:
Yves Gagné, executive VP and chief executive officer (2004-2005);
174:). The latter ceased to exist in 1999 to be replaced by the CSF.
456:
Gilles Garon and Gaétan Veillette, B.A.A., F.Adm.A., Pl.Fin.
683:
Official website of "Ordre des comptables agréés du Québec"
667:
630:
93:
677:
247:, proposing the amalgamation of the CSF's mission to the
682:
668:
Official website of "Chambre de la sécurité financière"
254:
June 13, 2018 - Adoption of Bill 141 (amended) at the
673:
Official website of "Autorité des marches financiers"
395:Élaine Saint-Onge, M. Fisc., Pl.Fin., A.V.A., LL.B.
319:
88:
74:
63:
52:
37:
32:
114:distributing financial products and services, and
292:Louise Viau, A.V.A., Pl.Fin., B.A.A. (2004-2006);
168:English: Quebec Association of Life Underwriters
523:(i.e. representatives in insurance of persons);
164:English: Association of Life Insurers of Canada
707:Institut québécois de planification financière
652:Institut québécois de planification financière
295:Norman Caty, Pl.Fin. (2006-February 22, 2008);
269:Lucie Granger, executive director (1999-2003);
8:
211:2009 - Launch of the new website of the CSF.
198:represented by administrators and delegates.
27:
701:Chambre de l'assurance de dommages (Québec)
561:Chambre de l'assurance de dommages (Québec)
744:Financial regulatory authorities of Canada
539:Representatives of Scholarship plan broker
28:Chambre de la sécurité financière (Québec)
18:Chambre de la sécurité financière (Québec)
695:Autorité des marchés financiers (Quebec)
422:Dominique Asselin, B.A.A., Pl.Fin., FCSI
249:Autorité des marchés financiers (Québec)
112:Autorité des marchés financiers (Québec)
769:Self-regulatory organizations in Canada
612:
547:who are not regulated by an authorized
243:Sept. 2017 - Bill 141 is tabled at the
81:President and CEO, Marie Élaine Farley
26:
343:Sylvain De Champlain, A.V.A., Pl.Fin.
307:Lyne Gagné, Pl.Fin. (June 2014-2017);
234:. Launch of the new adaptive website.
7:
533:Representative of mutual fund dealer
382:Kaddis R. Sidaros, A.V.A., Pl.Fin.
372:Hugo Lehoux, H.B.Commerce, Pl.Fin.
298:Clément Blais (Feb 22, 2008-2009);
283:Chairmen of the board of directors
25:
108:Chambre de la sécurité financière
715:
414:Jacques Chabot, A.V.A., Pl.Fin.
369:Patrick Charlebois, B.A.A., FCSI
356:Dominic Paquette, B.Sc., Pl.Fin.
764:Organizations based in Montreal
601:Autorité des marchés financiers
571:Compulsory continuing education
527:Group insurance representatives
425:Marc-Antoine Mainville, B.A.A.
1:
739:1998 establishments in Quebec
398:Alain Parent, A.V.C., Pl.Fin.
301:Stéphane Prévost (2009-2010);
467:Marc-Étienne Legault Salvail
749:Canadian administrative law
521:Financial security advisors
439:Hugo Neveu and David Truong
289:Martin Rochon, (1999-2004);
256:National Assembly of Quebec
245:National Assembly of Quebec
182:Professional Code of Quebec
785:
599:Information Center of the
142:with a member of the CSF.
218:logo and a new signature.
428:Robert A. Faust, A.V.A.
411:Guillaume Parent, B.A.A.
385:Mathieu Marcil, Pl.Fin.
310:André Di Vita (2017- ).
594:Disciplinary Committee
359:Jean-Sébastien Gilbert
316:CSF outstanding Awards
137:Services to the Public
759:Quasi-judicial bodies
56:Canadian province of
329:Award of Excellence
322:
29:
549:Professional Order
545:Financial planners
464:Christine Lengvari
408:Sophie Babeux, MBA
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180:created under the
178:Professional Order
116:Financial Planners
754:Economy of Quebec
516:Its members are:
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436:Francine Lavallée
232:Quebec government
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16:(Redirected from
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565:claims adjusters
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332:Succession Award
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263:CEOs of the CSF
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64:Headquarters
53:Jurisdiction
733:Categories
607:References
96:.chambresf
146:Operation
689:See also
70:, Canada
512:Members
499:In 1996
158:History
89:Website
43: (
709:(IQPF)
557:Quebec
541:, and;
251:(AMF).
124:Canada
120:Quebec
68:Québec
58:Quebec
38:Formed
703:(CAD)
697:(AMF)
461:2017
447:2016
433:2015
419:2014
405:2013
392:2012
379:2011
366:2010
353:2009
340:2008
326:Year
226:CSF.
222:CSF.
106:The
98:.com
45:1998
41:1998
126:).
118:of
94:www
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122:(
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