12-Month Lobbying Summary - In-house Organization

Conference for Advanced Life Underwriting (CALU) / GUY LEGAULT, President & CEO

Registration Summary

Active - Last Updated: 2024-04-27

Who is lobbying?

Conference for Advanced Life Underwriting (CALU) (Address, activities & membership)

GUY LEGAULT, President & CEO

Received government funding or funding expected in current financial year

What is being lobbied?

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Budget, Small Business, Taxation and Finance	Budget 2023 and 2024: Presenting solutions to the federal government relating to assisting Canadians with planning for health and mortality risks, investment planning, retirement planning, employee group benefits, small business owner taxation, taxation of financial institutions, Alternative Minimum Tax (AMT), capital gains rules and issues relating to aging and long-term care, dental care and pharmacare.	Legislative Proposal, Bill or Resolution, Policies or Program
Budget, Small Business, Taxation and Finance	Discussions relating to the tax treatment of life insurance in life interest trusts arising from CRA technical interpretations	Legislative Proposal, Bill or Resolution
Budget, Small Business, Taxation and Finance	Increase/index the Private Health Service Plan (PHSP) limit in section 20.01 and index the PHSP limit in para 144.1(2)(e) of the Income Tax Act.	Legislative Proposal, Bill or Resolution
Budget, Small Business, Taxation and Finance	Recommending revisions to the definition of capital dividend account to address unintended impact of changes made in Budget 2016.	Legislative Proposal, Bill or Resolution, Policies or Program
Budget, Health, Small Business, Taxation and Finance	Seeking to raise awareness about national programs relating to dental care and pharmacare as well as policy considerations and concerns as an association and as a member of the Smart Health Benefits Coalition.	Legislative Proposal, Bill or Resolution, Policies or Program
Budget, Small Business, Taxation and Finance	• Recommending changes to measures on intergenerational business transfers included in Bill C-59	Legislative Proposal, Bill or Resolution
Budget, Small Business, Taxation and Finance	• Recommending changes to the Underused Housing Tax (UHT) and Short-Term Rental draft legislation	Legislative Proposal, Bill or Resolution, Policies or Program

Subject matter details in previous versions

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Subject matters were not required to be associated with subject matter details when this content was submitted	Budget 2023 and Beyond: Presenting solutions to the federal government relating to assisting Canadians with planning for health and mortality risks, investment planning, retirement planning, employee group benefits, small business owner taxation and succession transfer, taxation of financial institutions, Alternative Minimum Tax (AMT) system and issues relating to aging and long-term care, dental care and pharmacare.	Policies or Program
Subject matters were not required to be associated with subject matter details when this content was submitted	Discussions relating to the tax treatment of life insurance in life interest trusts arising from CRA technical interpretations	Legislative Proposal, Bill or Resolution
Subject matters were not required to be associated with subject matter details when this content was submitted	Increase/index the Private Health Service Plan (PHSP) limit in section 20.01 and index the PHSP limit in para 144.1(2)(e) of the Income Tax Act.	Legislative Proposal, Bill or Resolution
Subject matters were not required to be associated with subject matter details when this content was submitted	Recommending revisions to the definition of capital dividend account to address unintended impact of changes made in Budget 2016.	Legislative Proposal, Bill or Resolution, Policies or Program
Subject matters were not required to be associated with subject matter details when this content was submitted	Seeking to raise awareness about national programs relating to dental care and prescription drug coverage as well as policy considerations and concerns as an association and as a member of Together for Better Health.	Policies or Program

Subject matters in previous versions

Budget
Consumer Issues
Health
Pensions
Small Business
Taxation and Finance

Who is being lobbied?

Government Institutions

Canada Revenue Agency (CRA)
Employment and Social Development Canada (ESDC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Health Canada (HC)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Senate of Canada
Treasury Board Of Canada Secretariat (TBS)

Government institutions in previous versions
- Office of the Privacy Commissioner of Canada (OPC)
- Public Health Agency of Canada (PHAC)
- Public Safety Canada (PS)

Communication techniques

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

Written communication
Oral communication
Grass-roots communication

Who are the lobbyists?

GUY LEGAULT, President & CEO | Public offices held
Francesca Iacurto, Vice-President, Communications and Advocacy | Public offices held

Registration number: 777009-285564
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
2024-04-30	Adam Chambers, Member of Parliament House of Commons Dave Epp, Member of Parliament House of Commons Philip Lawrence, Member of Parliament House of Commons Brenda Shanahan, Member of Parliament House of Commons	Budget, Health, Small Business
2024-04-29	Iqra Khalid, Parliamentary Secretary \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA) Nicholas Malouin, Parliamentary Affairs Assistant \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA)	Budget, Small Business, Taxation and Finance
2024-04-08	Anna Roberts, Member of Parliament House of Commons	Pensions, Budget
2024-02-15	Bryan May, Member of Parliament House of Commons	Pensions, Taxation and Finance, Health, Budget, Small Business
2024-02-05	Ekateryna Nova, Policy Advisor \| Office of the Minister of Labour and Seniors, Employment and Social Development Canada (ESDC)	Pensions, Taxation and Finance, Health, Budget, Small Business
2023-11-21	Lucie Moncion, Senator Senate of Canada	Taxation and Finance, Budget, Small Business
2023-10-26	Jerome Cote, Director of Policy \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA) Samuel Murray, Director of Parliamentary Affairs \| Office of the Minister of National Revenue, Canada Revenue Agency (CRA)	Taxation and Finance, Budget
2023-10-26	Marty Morantz, Member of Parliament House of Commons	Taxation and Finance, Budget
2023-10-11	Christophe Cinqmars-Viau, Senior Policy Advisor \| Office of the Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Taxation and Finance, Small Business
2023-10-10	Kendra Wilcox, Director of Policy and Stakeholder Relations \| Office of the Minister of Small Business, Innovation, Science and Economic Development Canada (ISED)	Budget, Small Business
2023-10-04	Adam Chambers, Member of Parliament House of Commons	Taxation and Finance, Budget, Small Business
2023-09-13	Jasraj Singh Hallan, Member of Parliament, Calgary Forest Lawn, Alberta House of Commons	Taxation and Finance, Budget, Small Business
2023-08-30	Philip Lawrence, Member of Parliament House of Commons	Taxation and Finance, Budget

View all monthly communication reports

Conference for Advanced Life Underwriting (CALU) - Address, activities & membership

Address:

170 Laurier Ave West
Suite 600
Ottawa, ON K1P 5V5
Canada

Telephone number: 613-505-9632 Ext. 101

Contact information in previous versions
- 170 Laurier Ave West
  Suite 600
  Ottawa, ON K1P 5V5
  Canada
  
  Telephone number: 613-505-9632
- Suite 504
  220 Duncan Mill Rd.
  Toronto, ON M3B 3J5
  Canada
  
  Telephone number: 647-977-9809
  
  Fax number: 647-361-8278
- Suite 504
  220 Duncan Mill Rd.
  Toronto, ON M3B 3J5
  Canada
  
  Telephone number: 647-361-7612
  
  Fax number: 647-361-8278
- 92 Caplan Avenue
  #141
  Barrie, ON L4N 0Z7
  Canada
  
  Telephone number: 416-349-6474
  
  Fax number: 416-494-0067

Description of the organization's activities:
The Conference for Advanced Life Underwriting (CALU) represents the interests of CALU members and Advocis (The Financial Advisors Association of Canada) to Members of Parliament and officials of key federal government departments, in particular, the Canada Revenue Agency and the Department of Finance on advanced tax issues relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning.

Descriptions of the organization's activity in previous versions:
- The Conference for Advanced Life Underwriting (CALU) represents the interests of Advocis (The Financial Advisors Association of Canada) and CALU members to Members of Parliament and officials of key federal government departments, in particular, the Canada Revenue Agency and the Department of Finance on advanced tax issues relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning.

Organization's membership or classes of membership:
CALU has three classes of membership: a) Members - members who are directly engaged in providing financial advice to members of the public b) Provisional Members - members who are directly engaged in providing financial advice to members of the public but currently do not meet all criterial for full membership c) Associates - individuals who are not directly engaged in providing financial advice to clients but provide support services to members

Organization's memberships or classes of memberships in previous versions:
- CALU has four classes of membership: a) Active Members - members who are directly engaged in providing financial advice to members of the public b) Associate Members - members who are not directly engaged in providing financial advice to clients but provide support services to Active members c) Provisional Members - members under the age of 40 who are directly engaged in providing financial advice to members of the public but currently do not meet all criterial for Active membership d) Honorary Members - as determined by the CALU Board

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Employer Representative Human Resources Development Canada, Employment Insurance Board of Referees	June 2000 to July 2005	Not a designated office
Policy Analyst Industry Canada, Internal Trade Secretariat	January 1994 to November 1995	Not a designated office
Research Officer Canadian International Trade Tribunal, Research	October 1990 to October 1993	Not a designated office
Summer student Department of National Defence, ADM (Personnel) Branch	May 1990 to May 1990	Not a designated office
Contractor Department of National Defence, ADM (Personnel) Branch	December 1989 to December 1989	Not a designated office
Summer Student Department of National Defence, ADM (Personnel)	May 1989 to August 1989	Not a designated office
Summer Student Department of National Defence, ADM (Personnel)	May 1988 to August 1988	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Policy Analyst Federal Department of Communications, Policy	May 1981 to August 1981	Not a designated office
Training Officer Atomic Energy of Canada, Training	September 1979 to December 1979	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Employer Representative Human Resources Development Canada, Employment Insurance Board of Referees	June 2000 to July 2005	Not a designated office
Policy Analyst Industry Canada, Internal Trade Secretariat	January 1994 to November 1995	Not a designated office
Research Officer Canadian International Trade Tribunal, Research	October 1990 to October 1993	Not a designated office
Summer student Department of National Defence, ADM (Personnel) Branch	May 1990 to May 1990	Not a designated office
Contractor Department of National Defence, ADM (Personnel) Branch	December 1989 to December 1989	Not a designated office
Summer Student Department of National Defence, ADM (Personnel)	May 1989 to August 1989	Not a designated office
Summer Student Department of National Defence, ADM (Personnel)	May 1988 to August 1988	Not a designated office

Date Modified:: 2024-04-04

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