• Ressource Center

    Keeping you informed and aware

    Being informed helps you stay ahead of the curve and proactive. That's why we're including some useful links for you to browse based on your needs.

     

    Look out for our newsletter, articles and social media posts for current affairs and tips.

  • Authorité des marchés financiers

    The Authorité des marchés financiers is the body mandated by the Québec government to regulate Québec’s financial markets and assist consumers of financial products and services.

     

    The AMF is unique in that it oversees, in an integrated manner, the areas of insurance, securities, derivatives, deposit institutions—other than banks—and the distribution of financial products and services.

     

    Did you know?

    You can find great insight to major life events relating to your finances.

    We recommend looking at their section " Life Events ".

    Canadian Life and Health Insurance Association Inc.

    Established in 1894, CLHIA is a voluntary non-profit association with member companies accounting for 99 per cent of Canada’s life and health insurance business.

    The mission of the CLHIA is to serve its members in areas of common interest, need or concern. In carrying out this mission, the Association shall ensure that the views and interests of its diverse membership and of the public are equitably addressed.

     

    Did you know?

    For all you curious readers out there, we found your home.

    The CLHIA has an extensive library of Guides. These articles range from Life Insurance, Disability Coverage and even travel insurance.

    Be sure to view " Glossary, Guides and information Booklets" category found in the Consumer Information section.

    Mutual Fund Dealer Association of Canada

    The Mutual Fund Dealers Association of Canada (MFDA) is the national self-regulatory organization (SRO) for the distribution side of the Canadian mutual fund industry. The MFDA is structured as a not-for-profit corporation and its Members are mutual fund dealers that are licensed with provincial securities commissions.

     

    The MFDA is responsible for regulating the operations, standards of practice and business conduct of its Members and their representatives with a view to enhancing investor protection and strengthening public confidence in the Canadian mutual fund industry. The majority of the MFDA’s staff, centered in Toronto with offices in Calgary and Vancouver, are actively involved in compliance and enforcement activities.

     

    Did you know?

    The Investor Education section offers great information on procedures, Mutual Fund fee structures and even how to file a complaint. We believe in knowing your rights as an investor.

     

     

    The Chambre de la sécurité financière

    The Chambre de la sécurité financière is a self-regulatory organization whose mission is to protect consumers by maintaining discipline and overseeing the training and ethics of its nearly 32,000 members. Those members practice in five sectors and registration categories:

    • Group savings plan brokerage
    • Financial planning
    • Insurance of persons
    • Group insurance of persons
    • Scholarship plan brokerage

    The CSF carries out its mission by providing a stringent framework for the practices of the professionals who are its members and by contributing to the continuous enhancement of their knowledge.

     

    Did you know?