12-Month Lobbying Summary - In-house Corporation

Connect First and Servus Credit Union Ltd. / Ian Burns, President and Chief Executive Officer

Registration Summary

Active - Last Updated: 2024-05-01

Who is lobbying?

Connect First and Servus Credit Union Ltd. (Address & business activities)

Names in previous versions
- Servus Credit Union

Ian Burns, President and Chief Executive Officer

Received government funding or funding expected in current financial year

Business Relationships

Connect First and Servus Credit Union Ltd. is not a subsidiary of any other parent companies.

Beneficiaries of the Lobbying Activity

Connect First and Servus Credit Union Ltd. has the following subsidiaries that could have a direct interest in the outcome of the undertaking

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

Subsidiaries in previous versions
- Servus Insurance Services Ltd. (Address information)

What is being lobbied?

Subject Matter Details

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

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	Advocating for the inclusion of the credit union sector in the development of policies, programs or legislation related to consumer directed finance (open banking).	Legislative Proposal, Bill or Resolution, Policies or Program, Regulation
Subject matters were not required to be associated with subject matter details when this content was submitted	Income Tax Act as it relates to the definition of credit unions, interpretation of arranging for financial services, discriminatory excise tax policies, and tax fairness for small-medium financial institutions.	Legislative Proposal, Bill or Resolution, Policies or Program
Financial Institutions	•Advocacy for government actions that support the financial health and well-being of Canadians and advance financial inclusion.	Legislative Proposal, Bill or Resolution, Policies or Program, Regulation
Financial Institutions	•Discuss measures to strengthen and safeguard the resilience of the Canadian Credit Union system.	Legislative Proposal, Bill or Resolution, Policies or Program
Financial Institutions	•Income Tax Act as it relates to the definition of credit unions, interpretation of arranging for financial services, discriminatory excise tax policies, and tax fairness for small-medium financial institutions.	Legislative Proposal, Bill or Resolution, Regulation
Financial Institutions	•Inform the development of Canada Open Banking Framework including related policies, programs or legislation to support consumer directed finance (open banking).	Legislative Proposal, Bill or Resolution, Policies or Program

Subject matters in previous versions

Consumer Issues
Economic Development
Financial Institutions
Taxation and Finance

Who is being lobbied?

Government Institutions

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

Communication techniques

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

Oral communication
Written communication

Who are the lobbyists?

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

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

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

Cody Verbeek, Government Relations and Technology Public Policy Manager | No public offices held

Lobbyists in previous versions
Senior Officers whose lobbying activities represent less than 20% of their Duties
- Atul Varde, Chief Information and Payments Officer | No public offices held

Registration number: 936413-360959
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
2024-05-03	Galen Richardson, Senior Regional Advisor, West and North Finance Canada (FIN)	Financial Institutions
2024-05-01	Alastair MacFadden, Acting Assistant Deputy Minister, Alberta Region \| PrairiesCan - Alberta Region, Prairies Economic Development Canada (PrairiesCan)	Financial Institutions
2024-04-23	Justin Mohr, Prairies, North, and Indigenous Advisor \| Office of the Minister of Employment, Workforce Development and Official Languages, Employment and Social Development Canada (ESDC)	Financial Institutions
2024-04-11	Hanna Batool, Outreach Adviser \| Office of the Minister of Diversity, Inclusion and Persons with Disabilities, House of Commons Helen Gao, Chief of Staff \| Office of the Minister of Diversity, Inclusion and Persons with Disabilities, House of Commons	Financial Institutions
2024-04-09	Anna Bodnar, Senior Policy Advisor \| Office of the Minister, Prairies Economic Development Canada (PrairiesCan)	Financial Institutions
2024-04-08	Jeremy Keats, Policy Advisor \| Office of the Minister of Agriculture and Agri-Food Canada, House of Commons	Financial Institutions
2024-04-02	Jan Gorski, Senior Policy and Prairies Advisor \| Minister of Energy and Natural Resources, House of Commons	Financial Institutions
2024-03-08	François-Philippe Champagne, Minister of Innovation, Science and Industry of Canada House of Commons Ian Foucher, Chief of Staff to the Minister \| Office of the Minister of Innovation, Science and Technology, House of Commons	Financial Institutions

View all monthly communication reports

Connect First and Servus Credit Union Ltd. - Address & business activities

Address:

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

Telephone number: 780-638-8552

Contact information in previous versions
- 151 Karl Clark Road NW
  Edmonton, AB T6N 1H5
  Canada
  
  Telephone number: 780-638-8592
- 151 Karl Clark Road NW
  Edmonton, AB T6N 1H5
  Canada
  
  Telephone number: 780-638-8001

Description of activities:
Connect First and Servus Credit Union LTD (CFSCU), Alberta's strongest credit union, is a member-owned, community-based financial institution with roots dating back to 1938. CFSCU provides a complete line of financial services and solutions, as well as financial advice for our member owners.

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

Date Modified:: 2024-04-04

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12-Month Lobbying Summary - In-house Corporation

Connect First and Servus Credit Union Ltd. / Ian Burns, President and Chief Executive Officer

Who is lobbying?

Connect First and Servus Credit Union Ltd. (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

Connect First and Servus Credit Union Ltd. has the following subsidiaries that could have a direct interest in the outcome of the undertaking

What is being lobbied?

Subject Matter Details

Subject matters in previous versions

Who is being lobbied?

Government Institutions

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

Connect First and Servus Credit Union Ltd. / Ian Burns, President and Chief Executive Officer

Connect First and Servus Credit Union Ltd. (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

Connect First and Servus Credit Union Ltd. has the following subsidiaries that could have a direct interest in the outcome of the undertaking

Subject Matter Details

Subject matters in previous versions

Government Institutions

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

Connect First and Servus Credit Union Ltd. - Address & business activities

Servus Insurance Services Ltd.

2416924 Alberta Ltd.

Servus Wealth Strategies Ltd.

Servus Registries Ltd.