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Montreal Finances
Financial Planner Tool
Autorité des marchés financiers
The first financial planner tool is the Autorité des marchés financiers. The AMF is the body mandated by the government of Québec to regulate the province's financial markets and provide assistance to consumers of financial products and services.
Canadian Securities Institute
Canadian Securities Institute (CSI) sets the standard for financial services education in Canada as the most experienced and trusted educator endorsed by regulatory authorities across Canada. In 2007 CSI expanded its educational services with the acquisition of the Institute of Canadian Bankers (ICB). Today, CSI offers one of the most comprehensive suites of courses and programs available to financial services professionals in Canada and around the world.
Chambre de la sécurité financière
The mission of the Chambre de la sécurité financière is to protect consumers by maintaining discipline and overseeing the training and ethics of more than 32,000 members who work in five sectors and registration category, that is, group savings plan brokerage, financial planning*, insurance of persons, group insurance of persons and scholarship plan brokerage.
Financial Planning Standards Council
The Financial Planning Standards Council (FPSC) is a not-for-profit organization established in 1995 to benefit the public by leading the evolution of the financial planning profession in Canada. The FPSC develops, enforces and promotes the highest competency and ethical standards in financial planning as defined by Certified Financial Planner professionals in Canada.
Institut québécois de planification financière
The Institut québécois de planification financière is the only organization in Quebec authorized to grant financial planning diplomas and to establish rules concerning the ongoing professional development of professional financial planners. Only professionals recognized by the Institut québécois de planification financière are authorized to use the title of Financial Planner (F.Pl.).
Régie des rentes du Québec
The Régie des rentes du Québec (RRQ) promotes financial planning for retirement and makes you aware of the need to provide yourself with sufficient income for that stage of life, closely monitors supplemental pension plans, pays you a retirement pension, provides you with compensation in the event of disability or death and provides you with financial aid when you have a dependent child such as child assistance payments and supplement for a handicapped child.
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For each Lacroix or Jones scandals, thousands of financial advisors serve their customers with the utmost integrity. However, as the saying goes, better safe than sorry. This is the reason why seven pages have been dedicated to financial planners and financial planning, and to properly and knowingly locate financial planner.
