These reports mark the conclusion of an important chapter in the history of both organizations, which operated diligently and with dedication from 1999 to 2025, before merging to form the Chambre de l’assurance.
Sound governance and public protection
The reports highlight the exemplary oversight exercised by the boards of directors and their committees in decision-making, strategic planning, evaluation, and the continued pursuit of their mission to protect the public.
Support and oversight activities for professionals
From continuing education to financial management, client relations, and disciplinary mechanisms, the teams at ChAD and CSF actively contributed to fulfilling the organizations’ mission. Key highlights show that:
- The organizations increased partnerships and field presence to strengthen ties with industry stakeholders and expand support services.
- They launched strategic initiatives tailored to professionals to address current issues such as artificial intelligence and advisory roles.
- CSF and ChAD implemented a rigorous communications plan to effectively guide professionals during the end-of-cycle training period.
- Call centers primarily responded to inquiries about continuing education, followed by questions on ethics and professional practice.
The reports also include statistical data from the syndic offices and disciplinary committees, as well as financial information.
You can consult the CSF and ChAD reports (available in French only).
About the Chambre de l’assurance
The Chambre de l’assurance is mandated to provide quality oversight of the insurance and financial planning sector while maintaining a high level of public protection. It oversees the continuing education, ethics, and discipline of its members, who practice as: insurance of persons representatives, group insurance representatives, mutual fund representatives*, scholarship plan representatives*, financial planners (for ethics and discipline only), damage insurance agents, damage insurance brokers, or claims adjusters.
*As of July 2026, the Investment Industry Regulatory Organization of Canada (CIRO) and the AMF will be responsible for overseeing members in these disciplines