Code of Conduct

To preserve the trust and confidence of the investing public and to uphold the integrity of the profession, there is an expectation that Registered Retirement Consultants/Conseillers en Retraite and Conseillères en Retraite conduct themselves in accordance with the highest ethical standards.

Registered Retirement Consultants/Conseillers en Retraite and Conseillères en Retraite must always act in the best interests of their clients and must provide advice and recommendations to clients that are reasonable, appropriate and objective.

Registered Retirement Consultants/Conseillers en Retraite and Conseillères en Retraite will be asked to attest to abide by a Code of Conduct as part of their certification renewal application each year.

The Code of Conduct can be accessed here.