Our Compliance

Our success is linked to the financial success of Canadian families

At CF Canada Financial we hold our Independent Financial Advisors and network of partners to the same high standards of ethical conduct and commitment to customer satisfaction as we do ourselves.

Reshaping Canadian insurance practices

We believe in establishing long-lasting partnerships by our principles of Trustworthiness, Good faith, Competence and Regulated Industry Practice.

Since our inception, the successful implementation of high standards of compliance has been a crucial factor that contributed to the continued success of, and public confidence in, life insurance companies and independent advisors across Canada. The effective and transparent establishment and implementation of a compliance program have shaped our public image, positioning us at the forefront of the financial industry. Achieving excellence in corporate governance and supporting our business objectives benefits clients, advisors, policyholders, employees, suppliers, and stockholders and the public at large.

Code of Conduct

All Financial experts that wish to come aboard CF Canada Financial are expected to follow the Code of Conduct of the Province(s) and Territories they are licensed in.

We also require advisors to adhere to the Codes of Conduct as specified in their contractual obligations with the Carriers they represent in the field.

Privacy Principles and Procedures

CF Canada Financial is committed to respecting and safeguarding the privacy and confidentiality of all personal information we collect and work with as part of the requirements of conducting our Insurance and Financial business and within the given framework. We do not share any of the collected information with marketing agencies or other third parties, and that is our guarantee.

We abide by the ten principles of privacy as quoted in the guidelines by the Office of the Privacy Commissioner:

  • Accountability
  • Identifying Purposes
  • Consent
  • Limiting collection
  • Limiting use, disclosure, and retention
  • Accuracy
  • Safeguards
  • Openness
  • Individual access
  • Provide recourse

As a leading financial organization responsible for the protection of personal information of its clients and the fair handling of it at all times, throughout the organization and in dealings with third parties.

CF Canada Financial continues to exercise the utmost care and responsibility in collecting, using and disclosing personal information, which is a hallmark of our commitment to consumer satisfaction and the establishment of best practices in the field. We continue to attract and retain top talent to be able to effect change in the financial situation of families across Canada.

Download the latest version of the CF Compliance Manual here:

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Founded in 2000, CF Canada Financial has since grown into a premier financial services organization offering life insurance and investment solution to millions of Canadian families.

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