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Click on the link below to download a workbook to help you record information found while choosing a financial adviser. The CSA brochures "Working With an Adviser" and "Understanding Registration" have other important information to consider when making your choice. Visit for more information.

Click here to access the workbook

Canadian Securities Administrators

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Securities regulators from each province and territory have teamed up to form the Canadian Securities Administrators, or CSA for short. The CSA is primarily responsible for developing a harmonized approach to securities regulation across the country.

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