12-Month Lobbying Summary - In-house Organization

Chartered Professional Accountants of Canada (CPA Canada)/Comptables professionnels agréés du Canada (CPA Canada) / Charles-Antoine St-Jean, President and Chief Executive Officer

Registration Summary

Active - Last Updated: 2021-09-14

Who is lobbying?

Chartered Professional Accountants of Canada (CPA Canada)/Comptables professionnels agréés du Canada (CPA Canada) (Address, activities & membership)

Charles-Antoine St-Jean, President and Chief Executive Officer

Received government funding or funding expected in current financial year

Yes

What is being lobbied?

Subject Matters

Aboriginal Affairs
Budget
Climate
Consumer Issues
Economic Development
Education
Employment and Training
Environment
Financial Institutions
Housing
Immigration
Industry
Infrastructure
Internal Trade
International Development
International Trade
Labour
Privacy and Access to Information
Research and Development
Small Business
Taxation and Finance

Subject Matter Details

Grant, Contribution or Other Financial Benefit

Funding approved from the Foreign Credential Recognition Program for supporting and expediting the entry of Internationally Trained Accountants (ITAs) into the Canadian job market by providing a mid-tier level Advanced Certificate in Accounting and Finance (ACAF) that recognizes their international education and experience, is valued by Canadian employers, and provides a bridge to the Canadian CPA designation; and supporting and increasing the number of Aboriginal finance professionals with the Aboriginal Financial Officers Association of Canada’s (AFOA Canada) Certificate in Aboriginal Financial Management (CAFM) in successfully obtaining the Advanced Certificate in Accounting and Finance (ACAF). The contract and funding have been reorganized and extended to June 30, 2022 due to the logistical challenges posed by the COVID-19 pandemic.
Funding from Global Affairs Canada through the Canada Fund for Local Initiatives to develop initiatives in partnership with Ordem dos Contabilistas e Auditores de Moçambique (OCAM) targeting students through education and training to strengthen financial literacy in Mozambique.
Funding provided by the Business Development Bank of Canada (BDC) to CPA Canada for planned initiatives related to financial literacy, entrepreneurs and businesses. Also seeking further funding opportunities from BDC for CPA Canada initiatives, publications and events including, but not limited to, The ONE National Conference, the Oil and Gas Conference, Conference for Audit Committees, Mastering Money Conference and Webinars.
Receiving funding from Natural Resources Canada for two contracts focused on developing climate change adaptation training programs for Chartered Professional Accountants (CPAs), Executives and Boards of Directors; and on enhancing public and private sector climate-related disclosures.
Seeking financial commitments to support Canada’s potential role in supporting the implementation of possible global sustainability standards by the Trustees of the International Financial Reporting Standards Foundation.
Seeking funding from Employment and Social Development Canada (ESDC) for a multiyear project aimed at increasing the financial wellbeing of low-income individuals in Canada. Funding would come from ESDC’s Social Development Partnerships Program – Children and Families – Financial Empowerment of Low-Income People.
Seeking funding from other federal government institutions for planned CPA Canada initiatives, publications and events including, but not limited to, The ONE National Conference, the Oil and Gas Conference, Conference for Audit Committees, Mastering Money Conference and International Trade Webinars.

Legislative Proposal, Bill or Resolution

Bill C-11, An Act to enact the Consumer Privacy Protection Act and the Personal Information and Data Protection Tribunal Act and to make consequential and related amendments to other Acts.

Policies or Program

Advice and recommendations regarding sustainable finance and the transition to a low-carbon economy.
Advice, input and feedback to Canada Revenue Agency on strategies and activities to combat the underground economy, tax evasion and aggressive tax avoidance to improve tax compliance and enhance the integrity of the tax system.
Advice, input and feedback to government on policies and regulations related to digital technologies and the collection, storage, use and ownership of data.
Advice, input and feedback to government with respect to amending the Canada Business Corporations Act to include beneficial ownership reporting requirements.
Advice, input and feedback to the Standards Council of Canada; Innovation, Science and Economic Development Canada; and the government regarding standards, codes and regulations to ensure the integrity of data.
CPA Canada’s involvement with the Plenary, associated Working Groups and other Committees for Canada’s National Climate Change Adaptation Platform through Natural Resources Canada.
CPA’s Climate Change Adaptation Education Project supported by Natural Resources Canada's under the Enhancing Competiveness in a Changing Climate Program which will focus on the development of adaptation tools for CPA members.
Canada’s potential role in supporting the implementation of possible global sustainability standards, currently the subject of a consultation by the Trustees of the International Financial Reporting Standards Foundation, as well as building a coalition to support Canada’s potential role.
Communications with public office holders in the context of roundtables organized by CPA Canada and The Prince of Wales's Accounting for Sustainability Project (A4S) Canadian Chapter of the A4S CFO Leadership Network on the issues, challenges, and opportunities in achieving net zero emissions by 2050 in various sectors of the economy.
Consultations with government officials about the agenda of upcoming G7 or G20 meetings.
Consultations/recommendations to Canada Revenue Agency with respect to minimizing the administrative burden for businesses and taxpayers.
Discussion with government officials in the context of a planned review of standard setting in Canada.
Discussion with government officials in the context of the Learning and Development Stakeholder Advisory Group.
Discussion with government officials on CPA Canada’s Foresight project aimed at reimagining the future of the accounting profession.
Discussions with CRA on interpretative issues with respect to the administration of tax legislation to collaborate in resolving uncertainty and ambiguity in tax law to help promote better compliance by taxpayers.
Discussions with Canada Revenue Agency with respect to education/training for taxpayers/tax practitioners.
Discussions with Canada Revenue officials with respect to the Community Volunteer Income Tax Program (CVITP) to collaborate in the preparation of income tax and benefit returns for eligible individuals who have a modest income and a simple tax situation.
Discussions with government officials about the potential development of a methodology for valuation of intangibles with regard to specifically the UNESCO biosphere regions and geoparks.
Discussions with government officials on research and policies to improve gender equality and women’s economic outcomes.
Discussions with government officials on the multilateral approach to international taxation in the digitalized economy.
Discussions with government officials regarding the development and updating of management accounting guidance.
Discussions with government officials to build our understanding of their training needs in order to understand whether CPA Canada resources and education products can meet their objectives and to identify opportunities of collaboration.
Discussions with government officials to promote and/or inform content development for CPA Canada initiatives, publications and events.
Discussions with government on Canada’s COVID-19 Economic Response Plan to support businesses and individuals through the pandemic and the economic recovery.
Discussions with the federal government about climate related financial disclosures for the purpose of enhancing climate related risk disclosure in both public sector and private sector financial reporting.
Discussions with the federal government on various aspects of the Canadian housing finance system and the housing market more generally.
Discussions with the federal government on various aspects of the Excise Tax Act to provide technical expertise that will ensure that tax-related legislation achieves its intended purpose.
Discussions with the federal government on various aspects of the Income Tax Act to provide technical expertise that will ensure that tax-related legislation achieves its intended purpose and does not inadvertently affect taxpayers that it was not supposed to impact.
Discussions with the federal government regarding the rules of conduct pertaining to Chartered Professional Accountants working for the CRA to ensure standards involving professionalism, integrity and ethics are met.
Dual-designation certification program (CMA/CPFA) for public servants. CPFA is a British-based designation that is now offered with CMA to all levels of government in Canada. CMA is a Certified Management Accountant and CPFA is a Certified Public Finance Accountant.
Federal government budgets with respect to tax and fiscal policy measures.
Infrastructure, with respect to governance of the Canada Infrastructure Bank and investments in green infrastructure.
Interested in working with federal government on national/international programs with regard to professional foreign credential recognition.
Interested in working with federal government on programs and other initiatives with regard to financial literacy
Interested in working with the federal government on financial capacity building in indigenous communities through financial literacy and increasing the number of indigenous finance professionals.
Pan-Canadian Framework on Climate Change and Clean Growth, with respect to the Working Group on Adaptation and Climate Resilience.
Policy advice regarding incenting business innovation and growing businesses to compete globally.
Policy advice regarding measures to support climate change adaption and resiliency in both the public and private sectors.
Policy advice regarding skills training and programs to address future labour market needs.
Programs or services to assist in growing and advancing accounting education, professionalization and standard-setting in developing countries.
Programs related to international education, including recruitment of international students to Canada and delivery of education programs and services to international markets.
Programs related to the labour market for increased participation and inclusion.
Providing advice to government regarding the regulatory framework and reporting processes of pricing carbon emissions and other environmental externalities.
Providing recommendations to the government on a proposed digital services tax.
Providing research on economic and social policy topics such as income inequality and the nature of employment.
Reforms to transfers of ownership of businesses to third parties with equal assessment on intergenerational transfers.
Representation to government with a focus on enhancing services and tax administration to ensure a well-running tax system for Canada.
Representation to the Canada Revenue Agency regarding Canada Revenue Agency policy on "Acquiring Information from Taxpayers, Registrants, and Third Parties" with respect to access to auditors/accountants working papers.
Tax simplification/reform, involving discussions with the federal government to undertake a comprehensive review of Canada's tax system to reduce its complexities and inefficiencies.
The Federal Government should implement a "patent box" to incent Canadian companies to develop and commercialize their innovations in Canada.
The progress of free trade negotiations and the implementation of free trade agreements as they relate to the provision of professional services and the movement of businesspeople and service providers.

Regulation

Advice, input and feedback to government officials regarding Canada’s overall anti-money laundering and anti-terrorist financing regime and other financial-related crimes.
National securities regulation as it affects Canada's capital markets
Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations.
Recommendations for improvements to regulations affecting the operation of Canada's capital markets and reporting, disclosure and verification of information used by these markets

Subject matter details in previous versions
Grant, Contribution or Other Financial Benefit
- Funding approved from the Foreign Credential Recognition Program for supporting and expediting the entry of Internationally Trained Accountants (ITAs) into the Canadian job market by providing a mid-tier level Advanced Certificate in Accounting and Finance (ACAF) that recognizes their international education and experience, is valued by Canadian employers, and provides a bridge to the Canadian CPA designation; and supporting and increasing the number of Aboriginal finance professionals with the Aboriginal Financial Officers Association of Canada’s (AFOA Canada) Certificate in Aboriginal Financial Management (CAFM) in successfully obtaining the Advanced Certificate in Accounting and Finance (ACAF). Funding has been extended for an additional year.
- Funding provided by the Business Development Bank of Canada (BDC) to CPA Canada to develop materials and provide other resources in support of the BDC’s WE Talk Business Boot Camp sessions.
- Sponsorship provided by the Business Development Bank of Canada (BDC) to CPA Canada for planned initiatives related to financial literacy, entrepreneurs and businesses. Also seeking further funding opportunities from BDC for CPA Canada initiatives, publications and events including, but not limited to, The ONE National Conference, the Oil and Gas Conference, Conference for Audit Committees, Mastering Money Conference and Webinars.
- Sponsorship provided by the Financial Consumer Agency of Canada (FCAC) to CPA Canada for the 2019 Financial Literacy Conference “Mastering Money”. Also seeking further opportunities to collaborate with FCAC on other financial literacy initiatives and events.
Legislative Proposal, Bill or Resolution
- Personal Information Protection and Electronics Document Act (PIPEDA) with respect to promoting and developing privacy resources and awareness.
Policies or Program
- Canada’s potential role in supporting the implementation of possible global sustainability standards, currently the subject of a consultation by the Trustees of the International Financial Reporting Standards Foundation.
- Interested in working with federal government on programs with regard to financial literacy

Who is being lobbied?

Government Institutions

Agriculture and Agri-Food Canada (AAFC)
Bank of Canada
Business Development Bank of Canada (BDC)
Canada Border Services Agency (CBSA)
Canada Council for the Arts
Canada Mortgage and Housing Corporation (CMHC)
Canada Pension Plan Investment Board
Canada Post Corporation (CPC)
Canada Revenue Agency (CRA)
Canada School of Public Service (CSPS)
Canadian Food Inspection Agency (CFIA)
Canadian Heritage (PCH)
Canadian Nuclear Safety Commission (CNSC)
Canadian Radio-television and Telecommunications Commission (CRTC)
Crown-Indigenous Relations and Northern Affairs Canada (CIRNAC)
Employment and Social Development Canada (ESDC)
Environment and Climate Change Canada (ECCC)
Export Development Canada (EDC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
Fisheries and Oceans Canada (DFO)
Global Affairs Canada (GAC)
Health Canada (HC)
House of Commons
Immigration, Refugees and Citizenship Canada (IRCC)
Indigenous Services Canada (ISC)
Infrastructure Canada (INFC)
Innovation, Science and Economic Development Canada (ISED)
Justice Canada (JC)
National Defence (DND)
National Research Council (NRC)
Natural Resources Canada (NRCan)
Office of the Auditor General of Canada (OAG)
Office of the Privacy Commissioner of Canada (OPC)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Parks Canada (PC)
Patented Medicine Prices Review Board (PMPRB)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Public Health Agency of Canada (PHAC)
Public Safety Canada (PS)
Public Services and Procurement Canada (PSPC)
Royal Canadian Mounted Police (RCMP)
Senate of Canada
Service Canada (ServCan)
Standards Council of Canada (SCC)
Statistics Canada (StatCan)
Transport Canada (TC)
Treasury Board Of Canada Secretariat (TBS)

Communication techniques

Who are the lobbyists?

Sandra Anselmo, Principal, Member Development and Support | No public offices held
Sarah Anson-Cartwright, Director, Public Affairs | No public offices held
Bruce Ball, Vice President, Taxation | No public offices held
Gord Beal, Vice-President, Research, Guidance and Support | No public offices held
Kent Bennett, Member Benefits Manager, Member Development and Support | No public offices held
Jovana Blagotic, Chief of Staff, Executive Office | Public offices held
Fabio Bonanno, Principal, Taxation | No public offices held
Gigi Dawe, Director, Research, Guidance and Support | No public offices held
Stephenie Fox, Senior Vice President, Standards | No public offices held
Dina Georgious, Principal, Research, Guidance and Support | No public offices held
Geneviève Grenier, Director, Professional Programs, Member Development and Support | No public offices held
Jeanette Hill, Lead Principal, Professional Programs, Member Development and Support | No public offices held
Dayne-Michael Hornick, Principal, Strategy, Risk and Performance, Research, Guidance and Support | No public offices held
Tobin Lambie, Director, Corporate Communications, Marketing, Communications and Public Affairs | No public offices held
Vivian Leung, Senior Principal, Taxation | No public offices held
John Marchione, Senior Manager, Customer Development, Member Development and Support | No public offices held
Michael Massoud, Principal, External Reporting , Research, Guidance and Support | No public offices held
Rosemary McGuire, Director, External Reporting and Capital Markets, Research, Guidance and Support | No public offices held
Oujala Motala, Principal, Corporate Oversight And Governance, Research, Guidance and Support | No public offices held
Cara Orzech, Associate Director, Taxation, Member Development and Support | No public offices held
Catherine Parker, Principal, Government Relations | Public offices held
Caroline Poisson, Special Projects Officer, Executive Office | No public offices held
James Richardson, Principal, Government Relations | No public offices held
Charles-Antoine St-Jean, President and Chief Executive Officer | Public offices held
Andrea Stupino, Principal, Tax Education, Member Development and Support | No public offices held
Doretta Thompson, Director, Corporate Citizenship | No public offices held
Susan Tighe, Government Relations Communications Specialist | No public offices held
Janet Treasure, Senior Vice President, External Relations & Business Development | Public offices held
Davinder Valeri, Director, Strategy, Risk and Performance, Research, Guidance and Support | Public offices held
Heather Whyte, Senior Vice President, Marketing, Communications and Public Affairs | No public offices held
Michele Wood-Tweel, Vice President, Regulatory Affairs and Finance | No public offices held
Li Zhang, Principal, Corporate Citizenship | No public offices held

Lobbyists in previous versions
- Tashia Batstone, Senior Vice President, External Relations and Business Development | No public offices held
- Francis Fong, Chief Economist, Marketing, Communications and Public Affairs | No public offices held
- Stephenie Fox, Vice President, Standards | No public offices held
- Jylan Khalil, Special Advisor, Precertification Education | No public offices held
- Jylan Khalil, Vice-President, Precertification Education | No public offices held
- Sébastien Labrecque, Manager, Public Policy and Issues | Public offices held
- Sébastien Labrecque, Research and Public Affairs Coordinator | Public offices held
- Stefan Mihailovich, Principal, Corporate Oversight and Governance Research, Guidance and Support | No public offices held
- James Richardson, Manager, Government Relations | No public offices held
- James Richardson, Senior Government Relations Advisor | No public offices held
- Janet Treasure, Vice President, Member Development and Support | Public offices held

Registration number: 946767-13682
View all registrations versions

Monthly Communication Reports

What oral and arranged communications have taken place?

What oral and arranged communications have taken place?
Date	DPOH, Position Title \| Government Institution	Subject Matters
2021-08-25	Roch Huppé, Comptroller General of Canada Treasury Board Of Canada Secretariat (TBS)	Environment
2021-08-12	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-08-06	Ted Gallivan, Assistant Commissioner \| Compliance Programs, Canada Revenue Agency (CRA)	Taxation and Finance
2021-08-06	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-08-04	Bud Sambasivam, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Environment
2021-07-28	Shawn Porter, Associate Assistant Deputy Minister Finance Canada (FIN)	Taxation and Finance
2021-07-27	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-07-26	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-07-23	Bud Sambasivam, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Environment
2021-07-20	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-07-20	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-07-19	Bud Sambasivam, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Environment
2021-07-16	Bud Sambasivam, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Environment
2021-07-15	Tiff Macklem, Governor of the Bank of Canada Bank of Canada	Environment
2021-07-15	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-07-15	Bud Sambasivam, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Environment
2021-07-14	Jessica Morrison, Director of Policy \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA)	Industry, Small Business, Taxation and Finance
2021-07-14	Jessica Morrison, Director of Policy \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA)	Industry, Small Business, Taxation and Finance
2021-07-13	Bud Sambasivam, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Environment
2021-07-08	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-07-08	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-07-06	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-30	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-29	Ashley Wright, Director of Policy \| Office of the Minister of Digital Government, Treasury Board Of Canada Secretariat (TBS)	Privacy and Access to Information
2021-06-24	Shawn Porter, Associate Assistant Deputy Minister Finance Canada (FIN)	Taxation and Finance
2021-06-21	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Aboriginal Affairs
2021-06-21	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-21	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-18	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-10	John Hannaford, Deputy Minister of International Trade Global Affairs Canada (GAC)	Environment
2021-06-10	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-08	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-07	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-03	Cathy Hawara, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-06-03	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-06-02	Tyler Meredith, Director of Strategy \| Office of the Minister of Finance, Finance Canada (FIN)	Taxation and Finance, Budget
2021-05-27	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-05-26	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Education
2021-05-25	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Education
2021-05-21	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-05-13	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-05-12	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-05-11	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-05-11	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN) Bud Sambasivam, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Environment
2021-05-07	Tiff Macklem, Governor of the Bank of Canada Bank of Canada	Environment
2021-05-06	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-05-04	Shawn Porter, Associate Assistant Deputy Minister Finance Canada (FIN)	Taxation and Finance
2021-05-04	Marc Lebrun, Deputy Assistant Commissioner Canada Revenue Agency (CRA)	Industry, Small Business, Taxation and Finance
2021-05-04	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-05-04	Judith Robertson, Commissioner Financial Consumer Agency of Canada (FCAC) Supriya Syal, Deputy Commissioner, Research, Policy and Education Financial Consumer Agency of Canada (FCAC)	Consumer Issues
2021-04-30	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-04-30	Simon Kennedy, Deputy Minister Innovation, Science and Economic Development Canada (ISED)	Environment
2021-04-29	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-04-26	Sandra Aube, Chief of Staff \| Office of the Minister of Economic Development and Official Languages, Innovation, Science and Economic Development Canada (ISED) Helena Botelho, Executive Assistant to the Minister \| Office of the Minister of Foreign Affairs, Global Affairs Canada (GAC) Mathieu Bouchard, Chief of Staff \| Office of the Minister of Canadian Heritage, Canadian Heritage (PCH) Rachel Desjardins, Senior Special Assistant \| Office of the President of the Treasury Board, Treasury Board Of Canada Secretariat (TBS) Mercelie Dionne-Petit, Executive Assistant \| Office of the Minister of Economic Development and Official Languages, Innovation, Science and Economic Development Canada (ISED) Faizel Gulamhussein, Chief of Staff \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA) Katharine Heus, Director of Policy \| Office of the Minister of Indigenous Services, Indigenous Services Canada (ISC) Geneviève Hinse, Chief of Staff \| Office of the Leader of the Government in the House of Commons, Quebec Lieutenant, House of Commons Sarah Hussaini, Chief of Staff \| Office of the Minister of Innovation, Science and Industry, Innovation, Science and Economic Development Canada (ISED) Helena Kojo, Private Secretary \| Office of the Minister of Economic Development and Official Languages, Innovation, Science and Economic Development Canada (ISED) Daniel Lauzon, Chief of Staff \| Office of the Minister of Foreign Affairs, Global Affairs Canada (GAC) Theresa McManus, Director, Strategic Planning and Appointments \| Office of the Minister of Innovation, Science and Industry, Innovation, Science and Economic Development Canada (ISED) Marjorie Michel, Chief of Staff \| Office of the President of the Treasury Board, Treasury Board Of Canada Secretariat (TBS) Elena Mitchell, Special Regional Assistant to the Minister \| Office of the Minister of Canadian Heritage, Canadian Heritage (PCH) Chloe Rioux, Special Assistant (Quebec & Atlantic) and Executive Assistant to the Minister \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA) Pablo Rodriguez, Office of the Leader of the Government in the House of Commons, Leader of the Government in the House of Commons House of Commons Bryan Rourke, Special Assistant \| Office of the Minister of Indigenous Services, Indigenous Services Canada (ISC) Alexander Steinhouse, Chief of Staff \| Office of the Minister of Justice and Attorney General of Canada, Justice Canada (JC) Joanne Surette, Executive Assistant \| Office of the Minister of Justice and Attorney General of Canada, Justice Canada (JC) Mirna Vukicevic, Executive Assistant to the Minister and Chief of Staff \| Office of the Minister of Agriculture and Agri-Food Canada, Agriculture and Agri-Food Canada (AAFC)	Environment
2021-04-22	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-04-21	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-04-16	Supriya Syal, Deputy Commissioner Financial Consumer Agency of Canada (FCAC)	Aboriginal Affairs
2021-04-15	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-04-13	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-04-13	Bud Sambasivam, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Environment
2021-04-08	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-04-05	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-03-30	Marc Lemieux, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-03-29	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-03-29	Joanna Dafoe, Director of Climate, Energy and Regulatory affairs \| Office of the Minister of Environment and Climate Change, Environment and Climate Change Canada (ECCC) Rachel Doran, Senior Special Advisor \| Office of the Minister of Environment and Climate Change, Environment and Climate Change Canada (ECCC) Marlo Raynolds, Chief of Staff \| Office of the Minister of Environment and Climate Change, Environment and Climate Change Canada (ECCC)	Environment
2021-03-25	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-03-22	Donna Achimov, Deputy Director and Chief Compliance Officer Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) Leah Anderson, Assistant Deputy Minister Finance Canada (FIN) Talal Dakalbab, Assistant Deputy Minister Public Safety Canada (PS) Rachel Porteous, Assistant Director and Chief Information Officer Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) Annette Ryan, Deputy Director and Chief Financial Officer Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) Bruce Wallace, Assistant Director Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)	Taxation and Finance
2021-03-19	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-03-16	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-03-11	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-03-11	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-03-08	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Industry, Small Business, Taxation and Finance
2021-03-04	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-02-26	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Education, Employment and Training
2021-02-26	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-02-26	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Education
2021-02-25	Sean Fraser, Parliamentary Secretary to the Minister of Finance and to the Minister of Middle Class Prosperity and Associate Minister of Finance House of Commons Malcolm McEachern, Office of the Minister of Finance, Parliamentary Secretary Assistant Finance Canada (FIN)	Environment, Taxation and Finance, Budget
2021-02-23	Paul Rochon, Senior Official Privy Council Office (PCO)	Environment
2021-02-22	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-02-19	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-02-18	Griffin Marsh, Office of the Minister of Indigenous Services, Acting Director of Policy Indigenous Services Canada (ISC)	Environment
2021-02-17	Andrew Richardson, Office of the Minister of National Revenue, Senior Advisor, Issues and Parliamentary Affairs Canada Revenue Agency (CRA)	Taxation and Finance
2021-02-12	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-02-11	Harry Orbach-Miller, Executive Assistant and Policy Team Coordinator Prime Minister's Office (PMO)	Environment
2021-02-09	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-02-08	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-02-03	Harry Orbach-Miller, Executive Assistant and Policy Team Coordinator Prime Minister's Office (PMO)	Environment
2021-02-02	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-01-29	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-01-28	Shawn Porter, Associate Assistant Deputy Minister Finance Canada (FIN)	Taxation and Finance
2021-01-27	Roch Huppé, Comptroller General of Canada Treasury Board Of Canada Secretariat (TBS)	Environment
2021-01-27	Miodrag Jovanovic, Associate Assistant Deputy Minister Finance Canada (FIN) Andrew Marsland, Senior Assistant Deputy Minister Finance Canada (FIN) Shawn Porter, Associate Assistant Deputy Minister Finance Canada (FIN)	Taxation and Finance
2021-01-27	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment, Taxation and Finance
2021-01-22	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-01-22	Shawn Porter, Associate Assistant Deputy Minister Finance Canada (FIN)	Taxation and Finance
2021-01-22	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Industry, Small Business, Taxation and Finance
2021-01-21	Soren Halverson, Associate Assistant Deputy Minister Finance Canada (FIN)	Environment
2021-01-21	Peter Wallace, Secretary of the Treasury Board Treasury Board Of Canada Secretariat (TBS)	Environment
2021-01-20	Erin Flanagan, Director of Climate, Energy and Regulatory Affairs \| Minister's Office, Environment and Climate Change Canada (ECCC)	Environment
2021-01-18	Christine Donoghue, Deputy Commissioner Canada Revenue Agency (CRA)	Education
2021-01-18	Michael Sabia, Deputy Minister Finance Canada (FIN)	Environment
2021-01-15	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-01-08	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2021-01-08	Bill Matthews, Deputy Minister/Deputy Receiver General of Canada Public Services and Procurement Canada (PSPC)	Environment
2020-12-18	Maxime Guenette, Assistant Commissioner and Chief Privacy Officer Canada Revenue Agency (CRA)	Taxation and Finance
2020-12-17	Maxime Guenette, Assistant Commissioner and Chief Privacy Officer Canada Revenue Agency (CRA)	Taxation and Finance
2020-12-17	Brad Redekopp, Member of Parliament House of Commons	Environment, Industry, Small Business, Taxation and Finance, Education, Budget
2020-12-16	Shawn Porter, Associate Assistant Deputy Minister Finance Canada (FIN)	Industry, Small Business, Taxation and Finance
2020-12-11	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Education
2020-12-10	Justin Berube, Special Assistant, Office of the Minister of National Revenue Canada Revenue Agency (CRA)	Industry, Small Business
2020-12-10	Matthew Gray, Policy Advisor, Minister of the Office of National Revenue Canada Revenue Agency (CRA)	Industry, Small Business
2020-12-01	Roch Huppé, Comptroller General of Canada Treasury Board Of Canada Secretariat (TBS)	Environment, Education
2020-11-20	Aneil Jaswal, Senior Policy Advisor \| Minister's Office, Finance Canada (FIN)	Taxation and Finance
2020-11-20	Gary Vidal, Member of Parliament House of Commons	Industry, Small Business, Taxation and Finance, Education, Aboriginal Affairs
2020-11-17	Wayne Easter, Member of Parliament House of Commons	Taxation and Finance, Budget
2020-11-17	Michael Ingoldsby, Policy Advisor \| Office of the Minister of Finance, Finance Canada (FIN)	Taxation and Finance, Budget
2020-11-16	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA) Frank Vermaeten, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2020-11-06	Francesco Sorbara, Member of Parliment House of Commons	Taxation and Finance
2020-11-02	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Education
2020-10-29	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Education
2020-10-23	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Industry, Small Business, Taxation and Finance
2020-10-23	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Industry, Small Business, Taxation and Finance
2020-10-20	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Industry, Small Business, Taxation and Finance
2020-10-19	Roger Ermuth, Assistant Comptroller General Treasury Board Of Canada Secretariat (TBS)	Education
2020-10-07	Philip Lawrence, Member of Parliament House of Commons	Taxation and Finance
2020-10-06	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2020-10-06	Justin Berube, Special Assistant (Ontario, West & North) \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA) Faizel Gulamhussein, Director of Policy \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA)	Taxation and Finance
2020-09-29	Bob Hamilton, Commissioner of Revenue and Chief Executive Officer of the CRA Canada Revenue Agency (CRA)	Taxation and Finance, Education
2020-09-28	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2020-09-28	Ryan Pilgrim, Assistant Deputy Minister and Chief Financial Officer Transport Canada (TC)	Education
2020-09-24	Ted Gallivan, Assistant Commissioner Canada Revenue Agency (CRA)	Taxation and Finance
2020-09-24	Donna Achimov, Deputy Director and Chief Compliance Officer Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) Leah Anderson, Assistant Deputy Minister Finance Canada (FIN) Trevor Bhupsingh, Acting Assistant Deputy Minister Public Safety Canada (PS) Annette Ryan, Deputy Director and Chief Financial Officer Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) Eric Slinn, Assistant Commissioner Royal Canadian Mounted Police (RCMP)	Taxation and Finance

View all monthly communication reports

Chartered Professional Accountants of Canada (CPA Canada) / Comptables professionnels agréés du Canada (CPA Canada) - Address, activities & membership

Address:

277 Wellington St. W
Toronto, ON M5V 3H2
Canada

Telephone number: 613-751-3724

Contact information in previous versions
- 277 Wellington St. W
  Toronto, ON M5V 3H2
  Canada
  
  Telephone number: 416-977-3222
  
  Fax number: 416-977-8585
- 277 Wellington St. W
  Toronto, ON M5V 3H2
  Canada
  
  Telephone number: 905-949-3100
  
  Fax number: 905-949-0888
- 277 Wellington St. W
  Toronto, ON M5V 3H2
  Canada
  
  Telephone number: 905-949-3100
  
  Fax number: 905-949-0888
- 277 Wellington St. W
  Toronto, ON M5V 3H2
  Canada
  
  Telephone number: 416-977-3222
  
  Fax number: 416-977-8585
- 277 Wellington St. W
  Toronto, ON M5V 3H2
  Canada
  
  Telephone number: 416-204-3264
  
  Fax number: 416-204-3424
- 277 Wellington St. W
  Toronto, ON M5V 3H2
  Canada
  
  Telephone number: 416-204-3296
  
  Fax number: 416-204-3424

Description of the organization's activities:
Chartered Professional Accountants of Canada (CPA Canada) works collaboratively with the provincial, territorial and Bermudian CPA bodies, as it represents the Canadian accounting profession, both nationally and internationally. This collaboration allows the Canadian profession to champion best practices that benefit business and society, as well as prepare its members for an ever-evolving operating environment featuring unprecedented change. Representing more than 220,000 members, CPA Canada is one of the largest national accounting bodies worldwide. cpacanada.ca.

Descriptions of the organization's activity in previous versions:
- Chartered Professional Accountants of Canada (CPA Canada) represents the Canadian accounting profession, both nationally and internationally. Operating in the highly complex and global accounting ecosystem, CPA Canada is a convener, facilitator, contributor and disseminator of information that advances the profession. The organization works closely with the provincial, territorial and Bermudan CPA bodies to champion best practices that benefit business and society. With more than 217,000 members, CPA Canada is one of the largest national accounting bodies in the world. The organization supports the setting of accounting, auditing and assurance standards, advocates for economic and social development in the public interest, and develops leading-edge thought leadership, research, guidance and educational programs. cpacanada.ca
- Chartered Professional Accountants of Canada (CPA Canada) is one of the largest national accounting organizations in the world, representing more than 210,000 members. Domestically, CPA Canada works cooperatively with the regional CPA bodies who are charged with regulating the profession. Globally, it works together with the International Federation of Accountants and the Global Accounting Alliance to build a stronger accounting profession worldwide. CPA Canada, created through the unification of three legacy accounting designations, is a respected voice in the business, government, education and non-profit sectors and champions sustainable economic growth and social development. The unified organization is celebrating five years of serving the profession, advocating for the public interest and supporting the setting of accounting, auditing and assurance standards. CPA Canada develops leading-edge thought leadership, research, guidance and educational programs to ensure its members are equipped to drive success and shape the future. cpacanada.ca
- The new Canadian designation, Chartered Professional Accountant (CPA), is now used by Canada’s accounting profession across the country. The profession’s national body, Chartered Professional Accountants of Canada (CPA Canada), is one of the largest in the world with more than 210,000 members, both at home and abroad. The Canadian CPA was created with the unification of three legacy accounting designations (CA, CGA and CMA). CPAs are valued for their financial and tax expertise, strategic thinking, business insight, management skills and leadership. CPA Canada conducts research into current and emerging business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. CPA Canada also issues guidance and thought leadership on a variety of technical matters, publishes professional literature and develops education and professional certification programs. www.cpacanada.ca
- The new Canadian designation, Chartered Professional Accountant (CPA), is now used by Canada’s accounting profession across the country. The profession’s national body, Chartered Professional Accountants of Canada (CPA Canada), is one of the largest in the world with more than 200,000 members, both at home and abroad. The Canadian CPA was created with the unification of three legacy accounting designations (CA, CGA and CMA). CPAs are valued for their financial and tax expertise, strategic thinking, business insight, management skills and leadership. CPA Canada conducts research into current and emerging business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. CPA Canada also issues guidance and thought leadership on a variety of technical matters, publishes professional literature and develops education and professional certification programs. www.cpacanada.ca
- The new Canadian designation, Chartered Professional Accountant (CPA), is now used by Canada’s accounting profession across the country. The profession’s national body, Chartered Professional Accountants of Canada (CPA Canada), is one of the largest in the world with more than 190,000 members, both at home and abroad. The Canadian CPA was created with the unification of three legacy accounting designations (CA, CGA and CMA). CPAs are valued for their financial and tax expertise, strategic thinking, business insight, management skills and leadership. CPA Canada conducts research into current and emerging business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. CPA Canada also issues guidance and thought leadership on a variety of technical matters, publishes professional literature and develops education and professional certification programs. www.cpacanada.ca
- The Chartered Professional Accountants of Canada (CPA Canada) is the national organization representing the Chartered Professional Accountant (CPA) profession in Canada. The Canadian Institute of Chartered Accountants (CICA) and The Society of Management Accountants of Canada (CMA Canada) created the organization on January 1, 2013, to support unification of the Canadian accounting profession under the CPA banner. CPA Canada conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature and develops continuing education programs.
- The Canadian Institute of Chartered Accountants (CICA), together with the provincial, territorial and Bermuda Institutes/Ordre of Chartered Accountants, represents a membership of approximately 82,000 CAs in Canada and Bermuda. The CICA conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature, develops continuing education programs and represents the CA profession nationally and internationally. CICA is a founding member of the International Federation of Accountants (IFAC) and the Global Accounting Alliance (GAA).
- The Canadian Institute of Chartered Accountants (CICA), together with the provincial, territorial and Bermuda Institutes/Ordre of Chartered Accountants, represents a membership of approximately 78,000 CAs and 13,000 students in Canada and Bermuda. The CICA conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature, develops continuing education programs and represents the CA profession nationally and internationally. CICA is a founding member of the International Federation of Accountants (IFAC) and the Global Accounting Alliance (GAA).
- The Canadian Institute of Chartered Accountants (CICA), together with the provincial, territorial and Bermuda Institutes/Ordre of Chartered Accountants, represents a membership of approximately 77,000 CAs and 12,000 students in Canada and Bermuda. The CICA conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature, develops continuing education programs and represents the CA profession nationally and internationally. CICA is a founding member of the International Federation of Accountants (IFAC) and the Global Accounting Alliance (GAA).
- The Canadian Institute of Chartered Accountants (CICA), together with the provincial, territorial and Bermuda Institutes/Ordre of Chartered Accountants, represents a membership of approximately 75,000 CAs and 12,000 students in Canada and Bermuda. The CICA conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature, develops continuing education programs and represents the CA profession nationally and internationally. CICA is a founding member of the International Federation of Accountants (IFAC) and the Global Accounting Alliance (GAA).
- The Canadian Institute of Chartered Accountants (CICA), together with the provincial, territorial and Bermuda Institutes/Ordre of Chartered Accountants, represents a membership of approximately 74,000 CAs and 10,000 students in Canada and Bermuda. The CICA conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature, develops continuing education programs and represents the CA profession nationally and internationally. CICA is a founding member of the International Federation of Accountants (IFAC) and the Global Accounting Alliance (GAA).
- The Canadian Institute of Chartered Accountants (CICA), together with the provincial, territorial and Bermuda Institutes/Ordre of Chartered Accountants, represents a membership of approximately 72,000 CAs and 10,000 students in Canada and Bermuda. The CICA conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature, develops continuing education programs and represents the CA profession nationally and internationally. CICA is a founding member of the International Federation of Accountants (IFAC) and the Global Accounting Alliance (GAA).
- The CICA, together with the CA institutes/ordre, represents approximately 70,000 CAs and 8,500 students in Canada and Bermuda. The CICA conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature, develops continuing education programs and represents the CA profession nationally and internationally.

Organization's membership or classes of membership:
Accounting bodies representing 100 per cent of Canada’s professional accountants are committed to unification and have merged under the CPA banner.

Organization's memberships or classes of memberships in previous versions:
- Currently, accounting bodies representing 85 per cent of Canada’s professional accountants are committed to unification or have already merged under the CPA banner.
- The Organization's membership is composed of approximately 82,000 Chartered Accountants across Canada who are also members of provincial institutes of Chartered Accountants.
- The Organization's membership is composed of approximately 78,000 Chartered Accountants across Canada who are also members of provincial institutes of Chartered Accountants.
- The Organization's membership is composed of approximately 77,000 Chartered Accountants across Canada who are also members of provincial institutes of Chartered Accountants.
- The Organization's membership is composed of approximately 75,000 Chartered Accountants across Canada who are also members of provincial institutes of Chartered Accountants.
- The Organization's membership is composed of approximately 74,000 Chartered Accountants across Canada who are also members of provincial institutes of Chartered Accountants.
- The Organization's membership is composed of approximately 72,000 Chartered Accountants across Canada who are also members of provincial institutes of Chartered Accountants.
- THE ORGANIZATION'S MEMBERSHIP IS COMPOSED OF APPROXIMATELY 70,000 CHARTERED ACCOUNTANTS ACROSS CANADA WHO ARE ALSO MEMBERS OF PROVINCIAL INSTITUTES OF CHARTERED ACCOUNTANTS.

End date of the last completed financial year: 2021-03-31

List of Government Funding
Government Institution	Funding Received in Last Financial Year	Funding Expected in Current Financial Year
ATB Financial	No	Yes
Alberta Investment Management Corporation (AIMco)	No	Yes
Autorité des marchés financiers	No	Yes
British Columbia Securities Commission	No	Yes
Business Development Bank of Canada (BDC)	$6,780.00	No
Caisse de dépôt et de placement (CDPQ)	No	Yes
Canada Pension Plan Investment Board	No	Yes
Employment and Social Development Canada (ESDC)	$700,000.00	Yes
Global Affairs Canada (GAC)	$2,260.00	No
Ontario Ministry of Economic Development, Job Creation and Trade	$91,700.00	Yes
Ontario Securities Commission	No	Yes
Treasury Board Of Canada Secretariat (TBS)	No	Yes

Government funding in previous versions

List of Government Funding
End date of the last completed financial year	Government Institution	Funding Received in Last Financial Year	Funding Expected in Current Financial Year
2021-03-31	Public Sector Pension Investment Board	No	Yes
2020-03-31	Business Development Bank of Canada (BDC)	No	Yes
2020-03-31	Employment and Social Development Canada (ESDC)	No	Yes
2020-03-31	Export Development Canada (EDC)	$15,500.00	Yes
2020-03-31	Financial Consumer Agency of Canada (FCAC)	$5,000.00	Yes
2020-03-31	Global Affairs Canada (GAC)	$7,999.01	Yes
2020-03-31	Natural Resources Canada (NRCan)	$419,433.86	Yes
2020-03-31	Ontario Ministry of Economic Development, Job Creation and Trade	No	Yes

Position	Period Held	Last Date Designated Public Office Held
Finance Analyst External Affairs, Finance	1990 to 1992	Not a designated office
Administrative Clerk Energy, Mines and Resources, Staffing	1974 to 1977	Not a designated office

Position	Period Held	Last Date Designated Public Office Held
Senior Policy Analyst Transport Canada, Security and Emergency Preparedness	January 2007 to April 2007	Not a designated office
Policy Advisor Finance Canada, Office of the Minister	December 2003 to January 2006	Not a designated office
Caucus Liaison Public Works and Government Services, Office of the Minister	October 2002 to December 2003	Not a designated office
Executive Assistant House of Commons, Office of the MP for Chatham-Kent-Essex	September 1997 to October 2002	Not a designated office
Legislative Assistant House of Commons, Office of the MP for Burin-St.George's	January 1991 to June 1997	Not a designated office
Special Assistant Senate of Canada, Office of the Late Hon. Paul Lucier	1988 to 1989	Not a designated office

Position	Period Held	Last Date Designated Public Office Held
Disclosure Care Analyst (Consultant) Office of the Public Sector Integrity Commissioner, Case Admissibility Unit	May 2012 to September 2012	Not a designated office
Program Officer (Consultant) Indigenous and Northern Affairs Canada, Lands and Economic Development	January 2012 to May 2012	Not a designated office
Policy and Research Analyst (Internship) Office of the Secretary to the Governor General, Honours, Decorations and Medals	May 2009 to September 2009	Not a designated office
Analyst (Internship and Consultant) Treasury Board of Canada Secretariat, Government Operations Sector	January 2008 to August 2008	Not a designated office
Junior Policy Analyst (Internship and Consultant) Health Canada, Office of Nursing Policy	May 2007 to December 2007	Not a designated office

Position	Period Held	Last Date Designated Public Office Held
Manager Business Structures & Financing Atomic Energy of Canada Limited, Marketing and Sales Department	November 2000 to April 2006	Not a designated office
Financing Consultant Atomic Energy of Canada Limited, Marketing and Sales Department	November 1997 to November 2000	Not a designated office
Internal Auditor Atomic Energy of Canada Limited, Internal Audit Department	November 1996 to November 1997	Not a designated office

Position	Period Held	Last Date Designated Public Office Held
Economic Analyst Innovation, Science and Economic Development Canada, Data and Digital Programming Branch	October 2016 to May 2018	Not a designated office
Policy Analyst Canada Mortgage and Housing Corporation, Housing Finance Policy Division	May 2015 to October 2016	Not a designated office
Junior Policy Analyst (COOP) Federal Economic Development Agency for Southern Ontario, Strategic Policy Directorate	May 2013 to August 2013	Not a designated office

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12-Month Lobbying Summary - In-house Organization

Chartered Professional Accountants of Canada (CPA Canada)/Comptables professionnels agréés du Canada (CPA Canada) / Charles-Antoine St-Jean, President and Chief Executive Officer

Who is lobbying?

Chartered Professional Accountants of Canada (CPA Canada)/Comptables professionnels agréés du Canada (CPA Canada) (Address, activities & membership)

Received government funding or funding expected in current financial year

What is being lobbied?

Subject Matters

Subject Matter Details

Grant, Contribution or Other Financial Benefit

Legislative Proposal, Bill or Resolution

Policies or Program

Regulation

Grant, Contribution or Other Financial Benefit

Legislative Proposal, Bill or Resolution

Policies or Program

Who is being lobbied?

Government Institutions

Who are the lobbyists?

What oral and arranged communications have taken place?