12-Month Lobbying Summary - In-house Corporation

Canadian Western Bank/Banque Canadienne de l'Ouest / Chris Fowler, President and Chief Executive Officer

Registration Summary

Active - Last Updated: 2023-10-26

Who is lobbying?

Canadian Western Bank/Banque Canadienne de l'Ouest (Address & business activities)

Chris Fowler, President and Chief Executive Officer

Received government funding or funding expected in current financial year

Business Relationships

Canadian Western Bank/Banque Canadienne de l'Ouest is not a subsidiary of any other parent companies.

Beneficiaries of the Lobbying Activity

Canadian Western Bank/Banque Canadienne de l'Ouest has the following subsidiaries that could have a direct interest in the outcome of the undertaking

Canadian Western Bank Leasing Inc./Location Banque Canadienne de l'Ouest (Address information)
Canadian Western Financial Ltd. (Address information)
Canadian Western Trust Company/Société de Fiducie Canadienne de l'Ouest (Address information)
CWB Maxium Financial Inc. (Address information)
CWB McLean & Partners Wealth Management Ltd. (Address information)
CWB National Leasing Inc. (Address information)
CWB Wealth Management Ltd. (Address information)
Valiant Trust Company/Société de Fiducie Valiant (Address information)

What is being lobbied?

Subject Matters

Budget
Climate
Constitutional Issues
Consumer Issues
Economic Development
Employment and Training
Financial Institutions
Housing
Industry
Internal Trade
International Trade
Justice and Law Enforcement
Pensions
Privacy and Access to Information
Small Business
Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution

Bank of Canada Act as it applies to the five year financial system review
Bankruptcy and Insolvency Act in respect of its implications for banks
Canada Deposit Insurance Corporation Act as it applies to the five year financial system review
Canada Labour Code as it applies to banks as employers
Canadian Payments Association Act as it applies to the five year financial system review
Employment Equity Act as it applies to banks as employers
Payment Clearing and Settlement Act as it applies to the five year financial system review
Personal Information Protection and Electronic Documents Act (PIPEDA) as it applies to the banking industry’s collection, use, disclosure, and protection of personal information

Legislative Proposal, Bill or Resolution, Policies or Program

Bank Act and other financial services legislation as they apply to financial institutions in the context of the five year financial system review
Canada Small Business Financing Act as it applies to credit for SMEs

Legislative Proposal, Bill or Resolution, Policies or Program, Regulation

Investment Canada Act as it applies to competitiveness

Legislative Proposal, Bill or Resolution, Regulation

Anti-Spam legislation as it applies to anti-spam requirements
Competition Act as it applies to banks and competitiveness
Income Tax Act as it applies to corporate taxation, investment, competitiveness and registered savings products
Office of the Superintendent of Financial Institutions Act as it applies to regulation and compliance

Policies or Program

Financial Consumer Agency of Canada Act as it applies to consumer protection

Regulation

Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations with respect to the proposed changes

Who is being lobbied?

Government Institutions

Bank of Canada
Canada Deposit Insurance Corporation (CDIC)
Canadian Human Rights Commission (CHRC)
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)
Office of the Privacy Commissioner of Canada (OPC)
Office of the Superintendent of Financial Institutions Canada (OSFI)

Government institutions added through a communication report:

Infrastructure Canada (INFC)

Communication techniques

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

Written communication
Oral communication

Who are the lobbyists?

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

Chris Fowler, President and Chief Executive Officer | No public offices held
Kelly Blackett, Chief People and Culture Officer | No public offices held
Stephen Murphy, Group Head, Commercial, Personal and Wealth | No public offices held
Carolina Parra, Chief Risk Officer | No public offices held
R. Matthew Rudd, Chief Financial Officer | No public offices held
Jeffrey Wright, Group Head, Client Solutions & Specialty Businesses | No public offices held

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

No lobbyists added

Lobbyists in previous versions
Senior Officers whose lobbying activities represent less than 20% of their Duties
- Azfar Karimuddin, Chief Information Officer | No public offices held
- John Steeves, Executive Vice President, Banking | No public offices held

Registration number: 865592-317066
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
2024-02-06	Julien Brazeau, Associate Assistant Deputy Minister Finance Canada (FIN)	Consumer Issues, Financial Institutions, Justice and Law Enforcement, Housing
2024-01-31	Ben Gully, Deputy Superintendent Office of the Superintendent of Financial Institutions Canada (OSFI)	Financial Institutions
2024-01-16	Grahame Johnson, Assistant Deputy Minister, Financial Sector Policy Finance Canada (FIN)	Consumer Issues, Financial Institutions, Housing
2023-11-23	Philippe Dufresne, Commissioner Office of the Privacy Commissioner of Canada (OPC) Gregory Smolynec, Deputy Commissioner Office of the Privacy Commissioner of Canada (OPC)	Financial Institutions, Justice and Law Enforcement, Privacy and Access to Information
2023-10-26	Simon Kennedy, Deputy Minister Innovation, Science and Economic Development Canada (ISED)	Financial Institutions, Justice and Law Enforcement, Privacy and Access to Information, Industry
2023-10-26	Chris Forbes, Deputy Minister Finance Canada (FIN)	Financial Institutions, Taxation and Finance, Budget, Housing
2023-10-26	Adam Chambers, Member of Parliament House of Commons Jasraj Singh Hallan, Member of Parliament House of Commons Melissa Lantsman, Member of Parliament House of Commons	Consumer Issues, Financial Institutions, Taxation and Finance, Justice and Law Enforcement, Housing, Climate
2023-10-13	Sean Fraser, Minister of Housing, Infrastructure and Communities of Canada Infrastructure Canada (INFC)	Financial Institutions, Housing
2023-08-30	Grahame Johnson, Assistant Deputy Minister \| Financial Sector Policy Branch, Finance Canada (FIN)	Consumer Issues, Financial Institutions, Justice and Law Enforcement, Housing
2023-06-15	Ben Gully, Deputy Superintendent Office of the Superintendent of Financial Institutions Canada (OSFI) Angie Radiskovic, Assistant Superintendent Office of the Superintendent of Financial Institutions Canada (OSFI) Peter Routledge, Superintendent Office of the Superintendent of Financial Institutions Canada (OSFI) Tolga Yalkin, Assistant Superintendent Office of the Superintendent of Financial Institutions Canada (OSFI)	Financial Institutions, Housing, Climate
2023-06-12	Julien Brazeau, Associate Assistant Deputy Minister Finance Canada (FIN)	Financial Institutions, Housing
2023-06-01	Tolga Yalkin, Assistant Superintendent Office of the Superintendent of Financial Institutions Canada (OSFI)	Financial Institutions, Housing
2023-05-09	Michael Gottheil, Accessibility Commissioner Canadian Human Rights Commission (CHRC)	Financial Institutions

View all monthly communication reports

Canadian Western Bank / Banque Canadienne de l'Ouest - Address & business activities

Address:

3000, 10303 Jasper Avenue
Edmonton, AB T5J 3X6
Canada

Telephone number: 780-423-8888

Fax number: 780-423-8897

Contact information in previous versions
- 3000, 10303 Jasper Avenue
  Edmonton, AB T5J 3X6
  Canada
  
  Telephone number: 780-423-8888
  
  Fax number: 780-423-8897

Description of activities:
CWB Financial Group (CWB) is a diversified financial services organization serving businesses and individuals across Canada. Operating from its headquarters in Edmonton, Alberta, CWB’s key business lines include full service business and personal banking offered through branches of Canadian Western Bank and Internet banking services provided by Motive Financial. Highly responsive specialized financing is delivered under the banners of CWB Optimum Mortgage, CWB Equipment Financing, CWB National Leasing, CWB Maxium Financial and CWB Franchise Finance. Trust services are offered through Canadian Western Trust. Comprehensive wealth management offerings are provided through CWB Wealth Management, which includes the businesses of CWB McLean & Partners Wealth Management and Canadian Western Financial.

Descriptions of the corporation's activity in previous versions:
- CWB Financial Group (CWB) is a diversified financial services organization serving businesses and individuals across Canada. Operating from its headquarters in Edmonton, Alberta, CWB’s key business lines include full service business and personal banking offered through 42 branches of Canadian Western Bank and Internet banking services provided by Motive Financial. Highly responsive specialized financing is delivered under the banners of CWB Optimum Mortgage, CWB Equipment Financing, National Leasing, CWB Maxium Financial and CWB Franchise Finance. Trust Services are offered through Canadian Western Trust. Comprehensive wealth management offerings are provided through CWB Wealth Management, which includes the businesses of McLean & Partners Wealth Management and Canadian Western Financial.
- Canadian Western Bank offers a full range of business and personal banking services across the four western provinces and is the largest publicly traded Canadian bank headquartered in Western Canada. The Bank, along with its operating affiliates, National Leasing Group Inc., CWB Maxium Financial Inc., Canadian Western Trust Company, Valiant Trust Company, CWB Wealth Management Ltd., McLean & Partners Wealth Management Ltd. and Canadian Western Financial Ltd., collectively offer a diversified range of financial services across Canada and are together known as the CWB Financial Group.
- Canadian Western Bank offers a full range of business and personal banking services across the four western provinces and is the largest publicly traded Canadian bank headquartered in Western Canada. The Bank, along with its operating affiliates, National Leasing Group Inc., CWB Maxium Financial Inc., Canadian Western Trust Company, Valiant Trust Company, CWB Wealth Management Ltd., McLean & Partners Wealth Management Ltd., Adroit Investment Management Ltd. and Canadian Western Financial Ltd., collectively offer a diversified range of financial services across Canada and are together known as the Canadian Western Bank Group.
- Canadian Western Bank offers a full range of business and personal banking services across the four western provinces and is the largest publicly traded Canadian bank headquartered in Western Canada. The Bank, along with its operating affiliates, National Leasing Group Inc., Canadian Western Trust Company, Valiant Trust Company, Canadian Direct Insurance Incorporated, McLean & Partners Wealth Management Ltd., Adroit Investment Management Ltd. and Canadian Western Financial Ltd., collectively offer a diversified range of financial services across Canada and are together known as the Canadian Western Bank Group.

Date Modified:: 2024-04-04

Search and menus

Language selection

12-Month Lobbying Summary - In-house Corporation

Canadian Western Bank/Banque Canadienne de l'Ouest / Chris Fowler, President and Chief Executive Officer

Who is lobbying?

Canadian Western Bank/Banque Canadienne de l'Ouest (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

Canadian Western Bank/Banque Canadienne de l'Ouest has the following subsidiaries that could have a direct interest in the outcome of the undertaking

What is being lobbied?

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Legislative Proposal, Bill or Resolution, Policies or Program

Legislative Proposal, Bill or Resolution, Policies or Program, Regulation

Legislative Proposal, Bill or Resolution, Regulation

Policies or Program

Regulation

Who is being lobbied?

Government Institutions

Government institutions added through a communication report:

Communication techniques

Who are the lobbyists?

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

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

What oral and arranged communications have taken place?

12-Month Lobbying Summary - In-house Corporation

Canadian Western Bank/Banque Canadienne de l'Ouest / Chris Fowler, President and Chief Executive Officer

Canadian Western Bank/Banque Canadienne de l'Ouest (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

Canadian Western Bank/Banque Canadienne de l'Ouest has the following subsidiaries that could have a direct interest in the outcome of the undertaking

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Legislative Proposal, Bill or Resolution, Policies or Program

Legislative Proposal, Bill or Resolution, Policies or Program, Regulation

Legislative Proposal, Bill or Resolution, Regulation

Policies or Program

Regulation

Government Institutions

Government institutions added through a communication report:

Communication techniques

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

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

Canadian Western Bank / Banque Canadienne de l'Ouest - Address & business activities

CWB McLean & Partners Wealth Management Ltd.

Valiant Trust Company / Société de Fiducie Valiant

Canadian Western Trust Company / Société de Fiducie Canadienne de l'Ouest

Canadian Western Financial Ltd.

Canadian Western Bank Leasing Inc. / Location Banque Canadienne de l'Ouest

CWB Wealth Management Ltd.

CWB National Leasing Inc.

CWB Maxium Financial Inc.