L'Assocation Des Conseillers En Finance Du Canada/The Financial Advisors Association of Canada / Harris Jones,
Interim CEO
Sommaire de l'enregistrement
Inactifs
-
Activité terminée le :
2024-06-16
Qui fait du lobbying?
L'Assocation Des Conseillers En Finance Du Canada/The Financial Advisors Association of Canada
(Adresse, activités et membres)
Harris Jones,
Interim CEO
Agent responsable dans les versions précédentes
Greg Pollock, President & Chief Executive Officer (CEO)
Financement public reçu ou Financement attendu pendant l'année financière en cours
Non
Quel est l'objet des activités de lobbying?
Objets
Budget
Commerce intérieur
Impôts et finances
Industrie
Institutions financières
Pensions
Petites entreprises
Santé
Vie privée et Accès à l'information
Éducation
Objets dans les versions précédentes
Télécommunications
Détails sur l'objet
Politique ou Programme
Advocis will discuss possible programs and services related to increasing financial literacy of Canadians with the new Financial Literacy Leader and the Financial Consumer Agency of Canada
Pensions - Participating in discussions regarding changes to the Retirement Income System to improve pension coverage and retirement income adequacy for Canadians.
Politique ou Programme, Règlement
Advocis will be discussing the need to raise professional standards for financial advisors and will seek federal government support to encourage provincial governments to create financial advisor professional standards in provincial legislation and through internal trade agreements. This may also impact the federal government's involvement in securities regulation.
Proposition législative, Projet de loi ou résolution
Financial Institutions - Advocis will continue to participate in the review of the Bank Act (Federal Financial Sector Framework) to ensure that consumers are adequately protected and a level playing field is maintained as it relates to the insurance retailing restrictions.
Securities Regulation: Participating in discussions regarding a National Securities Regulatory Framework
The Ministry of Finance's proposed changes to the taxation of Canadian controlled private corporation
Proposition législative, Projet de loi ou résolution, Règlement
Cooperative Capital Markets Regulatory System - Capital Markets Stability Act - Advocis is seeking changes to the definition of securities to exclude the potential to capture provincially regulated insurance products such as segregated funds. The proposed legislation should include provisions for the incorporation of financial advisors.
Industry - In discussions with Treasury Board regarding Red Tape Reduction.
Qui fait l'objet de lobbying?
Institutions gouvernementales
Agence de la consommation en matière financière du Canada (ACFC)
Agence du revenu du Canada (ARC)
Bureau du surintendant des institutions financières Canada (BSIF)
Cabinet du Premier ministre (CPM)
Chambre des communes
Emploi et Développement social Canada (EDSC)
Finances Canada (FIN)
Innovation, Sciences et Développement économique Canada (ISDE)
Santé Canada (SC)
Secrétariat du Conseil du Trésor du Canada (SCT)
Techniques de communication
Techniques de communication déjà utilisées ou qui seront utilisées au cours de l'engagement :
L'Assocation Des Conseillers En Finance Du Canada / The Financial Advisors Association of Canada - Adresse, activités et membres
Adresse :
10 Lower Spadina Ave
Suite 600
Toronto, ON M5V 2Z2
Canada
Numéro de téléphone :
416-444-5251
Coordonnées dans les versions précédentes
10 Lower Spadina Ave
Suite 600
Toronto, ON M5V 2Z2
Canada
Numéro de téléphone :
416-342-9813
Numéro de fax :
416-444-8031
390 Queens Quay West
Ste 209
Toronto, ON M5V 3A2
Canada
Numéro de téléphone :
416-342-9813
Numéro de fax :
416-444-8031
390 Queens Quay West
Ste 209
Toronto, ON M5V 3A2
Canada
Numéro de téléphone :
416-342-9837
Numéro de fax :
416-444-8031
Description des activités de l'organisation :
The Financial Advisors Association of Canada, currently carrying on business as Advocis, is a national voluntary association of professional financial advisors and planners whose members may be licensed by provincial regulators to sell life and health insurance, mutual funds or securities. By “An Act to Amalgamate the Canadian Association of Insurance and Financial Advisors and the Canadian Association of Financial Planners under the name The Financial Advisors Association of Canada” (TFAAC). The core activities of the Association are concerned with the education and professional development of its members, to encourage all members to obtain and promote the Chartered Life Underwriter (CLU), Certificated Financial Planner (CFP) or Certified Health Insurance Specialist (CHS) designations. The Association is a market conduct standard setting body and enforces a code of professional conduct and is engaged in the development of practice standards for Financial Advisors and Planners. TFAAC maintains and operates an advocacy program with government regulators and policy makers aimed at ensuring a positive legislative environment and climate to promote and protect financial advisors in the public interest.
The Financial Advisors Association of Canada, currently carrying on business as Advocis, is a national voluntary association of professional financial advisors and planners whose members may be licensed by provincial regulators to sell life and health insurance, mutual funds or securities. By “An Act to Amalgamate the Canadian Association of Insurance and Financial Advisors and the Canadian Association of Financial Planners under the name The Financial Advisors Association of Canada” (TFAAC). The core activities of the Association are concerned with the education and professional development of its members, to encourage all members to obtain and promote the Chartered Life Underwriter (CLU). Certificated Financial Planner (CFP) or Registered Health Underwriter (RHU) designations. The Association is a market conduct standard setting body and enforces a code of professional conduct and is engaged in the development of practice standards for Financial Advisors and Planners. TFAAC is the parent body of the Conference of Advanced Life Underwriters (CALU) whose members are required to be members in good standing of TFAAC. TFAAC maintains and operates an advocacy program with government regulators and policy makers aimed at ensuring a positive legislative environment and climate to promote and protect financial advisors in the public interest.
Membres ou types de membres de l'organisation. :
TFAAC maintains a number of classes of membership including full, associated and honourary memberships, the details of which are set our in the Association’s constitution and by-laws.
Charges publiques occupées :
Julie Martini
Financement public
Aucun financement public n'a été reçu au cours du dernier exercice financier complet.