12-Month Lobbying Summary - In-house Corporation

Servus Credit Union LTD. / Ian Burns, President and Chief Executive Officer

Registration Summary

Active - Last Updated: 2026-03-17

Who is lobbying?

Servus Credit Union LTD. (Address & business activities)

Ian Burns, President and Chief Executive Officer

Received government funding or funding expected in current financial year

Business Relationships

Servus Credit Union LTD. is not a subsidiary of any other parent companies.

Beneficiaries of the Lobbying Activity

Servus Credit Union LTD. has the following subsidiaries that could have a direct interest in the outcome of the undertaking

2416924 Alberta Ltd. (Address information)
Credit Union Central Alberta Ltd. (Address information)
Servus Registries Ltd. (Address information)
Servus Wealth Strategies Ltd. (Address information)

What is being lobbied?

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Financial Institutions	Advocacy for government actions that support the financial health and well-being of Canadians and advance financial inclusion.	Legislative Proposal, Bill or Resolution, Policies or Program, Regulation
Financial Institutions	Discuss measures to strengthen and safeguard the resilience of the Canadian Credit Union system.	Legislative Proposal, Bill or Resolution, Policies or Program
Financial Institutions	Financial Sector Legislative Review - ensuring that credit union perspectives are considered throughout the scheduled financial sector legislative review.	Legislative Proposal, Bill or Resolution
Financial Institutions	Income Tax Act as it relates to the definition of credit unions, interpretation of arranging for financial services, discriminatory excise tax policies, and tax fairness for small-medium financial institutions.	Legislative Proposal, Bill or Resolution, Regulation
Financial Institutions	Inform the development of Canada Open Banking Framework including related policies, programs or legislation to support consumer directed finance (open banking).	Legislative Proposal, Bill or Resolution, Policies or Program
Financial Institutions	Issues impacting the competitiveness of credit unions in relation to the Canada Mortgage and Housing Corporation (CMHC), including CMHC’s mortgage insurance policies and eligibility requirements.	Policies or Program
Financial Institutions	Monitor and address concerns related to the Canadian Payments Act, particularly those of credit unions, while monitoring the Department of Finance, Bank of Canada, and Canadian Payments Association’s work on any amendments and modernization initiatives.	Legislative Proposal, Bill or Resolution
Agriculture, Financial Institutions	Monitor and address concerns related to the financial powers and operations of federal crown corps such as the Business Development Bank of Canada and Farm Credit Canada to ensure market conduct and policy that foster equitable competition.	Legislative Proposal, Bill or Resolution, Policies or Program
Financial Institutions	Proceeds of Crime (Money Laundering) and Terrorist Financing Act with respect to reporting and compliance obligations of credit unions.	Legislative Proposal, Bill or Resolution
Financial Institutions	Promoting awareness and understanding of the credit union system’s structure and function, as part of advocacy related to the Competition Act with a focus on merger review standards.	Legislative Proposal, Bill or Resolution

Who is being lobbied?

Government Institutions

Agriculture and Agri-Food Canada (AAFC)
Bank of Canada
Canada Mortgage and Housing Corporation (CMHC)
Competition Bureau Canada (COBU)
Employment and Social Development Canada (ESDC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Prairies Economic Development Canada (PrairiesCan)
Senate of Canada

Communication techniques

Communication techniques that have been used or are expected to be used in the course of the undertaking:

Oral communication
Written communication

Who are the lobbyists?

Senior officers whose lobbying activities represent less than a significant part of their duties

Ian Burns, President and Chief Executive Officer | No public offices held
Randy Allarie, Chief Risk Officer | No public offices held

Senior officers and employees whose lobbying activities represent a significant part of their duties

Heather Coleman, Head of Government Affairs | No public offices held

Lobbyists in previous versions
Senior Officers whose lobbying activities represent less than 20% of their Duties
- Ian Burns, President and Chief Executive Officer | No public offices held
- Randy Allarie, Chief Risk Officer | No public offices held
Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties
- Heather Coleman, Head of Government Affairs | No public offices held
- Cody Verbeek, Government & Stakeholder Relations | No public offices held

Registration number: 936413-360959
View all registrations versions

Monthly Communication Reports

What oral and arranged communications have taken place?

No monthly communications reports have been submitted for the last 12 months.

View all monthly communication reports

Servus Credit Union LTD. - Address & business activities

Address:

#200, 2850 Sunridge Boulevard NE
Calgary, AB T1Y 6G2
Canada

Telephone number: 866-923-4778

Contact information in previous versions
- #200, 2850 Sunridge Boulevard NE
  Calgary, AB T1Y 6G2
  Canada
  
  Telephone number: 780-638-8552
- 151 Karl Clark Road NW
  Edmonton, AB T6N 1H5
  Canada
  
  Telephone number: 780-638-8592
- 151 Karl Clark Road NW
  Edmonton, AB T6N 1H5
  Canada
  
  Telephone number: 780-638-8001

Description of activities:
Servus Credit Union LTD. is Canada's largest credit union, with branches in more than 80 communities and 24/7 online, mobile and telephone support services, as well as access to thousands of no-fee ATMs, Servus makes banking secure and easy. Having served Albertans for nearly 100 years, with an emphasis on providing friendly service and personalized advice, Servus helps its members feel good about their money.

Descriptions of the corporation's activity in previous versions:
- Servus Credit Union LTD., Alberta's strongest credit union, is a member-owned, community-based financial institution with roots dating back to 1938. Servus provides a complete line of financial services and solutions, as well as financial advice for our member owners.
- Connect First and Servus Credit Union LTD (CFSCU), Alberta's strongest credit union, is a member-owned, community-based financial institution with roots dating back to 1938. CFSCU provides a complete line of financial services and solutions, as well as financial advice for our member owners.
- Servus Credit Union, Alberta's largest credit union, is a member-owned, community-based financial institution with roots dating back to 1938. Servus provides a complete line of financial services and solutions, as well as financial advice for our member owners.
- Servus Credit Union, Alberta's largest credit union, is a member-owned, community-based financial institution with roots dating back to 1938. We offer a full line of personal and business banking solutions.

Date Modified:: 2026-05-11

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12-Month Lobbying Summary - In-house Corporation

Servus Credit Union LTD. / Ian Burns, President and Chief Executive Officer

Who is lobbying?

Servus Credit Union LTD. (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

Servus Credit Union LTD. has the following subsidiaries that could have a direct interest in the outcome of the undertaking

What is being lobbied?

Subject Matter Details

Who is being lobbied?

Government Institutions

Communication techniques

Who are the lobbyists?

Senior officers whose lobbying activities represent less than a significant part of their duties

Senior officers and employees whose lobbying activities represent a significant part of their duties

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

What oral and arranged communications have taken place?

12-Month Lobbying Summary - In-house Corporation

Servus Credit Union LTD. / Ian Burns, President and Chief Executive Officer

Servus Credit Union LTD. (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

Servus Credit Union LTD. has the following subsidiaries that could have a direct interest in the outcome of the undertaking

Subject Matter Details

Government Institutions

Communication techniques

Senior officers whose lobbying activities represent less than a significant part of their duties

Senior officers and employees whose lobbying activities represent a significant part of their duties

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Servus Credit Union LTD. - Address & business activities

2416924 Alberta Ltd.

Credit Union Central Alberta Ltd.

Servus Registries Ltd.

Servus Wealth Strategies Ltd.