12-Month Lobbying Summary - In-house Organization

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CAAT Pension Plan/Régime de retraite des CAAT / Derek Dobson, CEO and Plan Manager

Registration Summary

Active - Last Updated: 2024-05-21

Who is lobbying?

CAAT Pension Plan/Régime de retraite des CAAT (Address, activities & membership)

Derek Dobson, CEO and Plan Manager

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, Développement économique, Infrastructure, Pensions	Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan.	Proposition législative, Projet de loi ou résolution
Budget, Pensions	Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians.	Proposition législative, Projet de loi ou résolution
Budget, Pensions	Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs).	Règlement
Pensions, Éducation	Exploring areas of opportunity to expand pension coverage across Canada. Describing ways that pensions can be delivered to Early Childhood Educators (ECEs).	Politique ou Programme

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	Communication including pre-budget recommendations and reaction to budgetary provisions. Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to plan administration, investments and new employers joining the Plan as well as innovations that can occur in pension sector with legislative/regulatory change. General education about the CAAT Pension Plan and its second plan design - DBplus. Communication with public officials around how the Government can assist in improving the administration of pension plans in Canada, investment opportunities for pension plans, as well as ways in which to expand retirement security across the country.	Politique ou Programme, Proposition législative, Projet de loi ou résolution, Règlement
Subject matters were not required to be associated with subject matter details when this content was submitted	Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan.	Proposition législative, Projet de loi ou résolution
Subject matters were not required to be associated with subject matter details when this content was submitted	Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians.	Proposition législative, Projet de loi ou résolution
Subject matters were not required to be associated with subject matter details when this content was submitted	Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs).	Règlement

Subject matters in previous versions

Budget
Economic Development
Taxation and Finance
Infrastructure
Pensions

Who is being lobbied?

Government Institutions

Canada Revenue Agency (CRA)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
House of Commons
Employment and Social Development Canada (ESDC)
Finance Canada (FIN)
Infrastructure Canada (INFC)
Innovation, Science and Economic Development Canada (ISED)
Senate of Canada

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?

Derek Dobson, CEO and Plan Manager | No public offices held
Erin Cays, Legislative and Regulatory Affairs Specialist | No public offices held
Kevin Fahey, Managing Director, Private Markets | No public offices held
James Fera, Senior Director, Legal Affairs | No public offices held
David Gordon, Senior Director, Public Affairs and Policy Projects | Public offices held
Asif Haque, Chief Investment Officer | No public offices held
Evan Howard, Chief Legal and Regulatory Affairs Officer | No public offices held
Paul Lai Fatt, Director, Pension Solutions | No public offices held
Sara Qinami, Senior Public Affairs Advisor | No public offices held
Nicholas Sherwin, Senior Manager, Public Affairs | No public offices held

Lobbyists in previous versions
- James Fera, Director, Legal Affairs | No public offices held
- David Gordon, Director, Public Affairs and Policy Projects | Public offices held
- Nicholas Sherwin, Manager, Public Affairs | No public offices held
- Andrew Vittas, Senior Public Affairs Advisor | No public offices held

Registration number: 935663-361456
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
2024-05-21	Emily Hartman, Director Of Policy \| Minister's Office, Employment and Social Development Canada (ESDC)	Education, Pensions
2024-05-21	Elisha Ram, Associate Assistant Deputy Minister \| Skills and Employment Branch, Employment and Social Development Canada (ESDC)	Education, Pensions
2024-05-15	Kathleen Wrye, Director Pension Policy \| Financial Sector Policy Branch, Finance Canada (FIN)	Pensions
2024-04-12	Connor MacDonald, Policy Advisor \| Office of the Leader of the Official Opposition , House of Commons	Pensions
2024-04-12	Holly Duggan, Director of Outreach and Stakeholder Relations \| Office of the Leader of the Official Opposition , House of Commons Elan Harper, Policy Lead - Finance, Tax, Employment, Competition, Innovation \| Office of the Leader of the Official Opposition, House of Commons John Sinclair, Deputy Chief of Staff \| Office of the Leader of the Official Opposition, House of Commons	Pensions
2024-03-07	Malcolm McEachern, Senior Regional Advisor, Atlantic \| Minister's Office, Finance Canada (FIN) Douglas Wong, Senior Policy Advisor \| Minister's Office, Finance Canada (FIN)	Pensions
2023-09-13	Douglas Wong, Senior Policy Advisor \| Minister's Office, Finance Canada (FIN)	Pensions, Economic Development
2023-09-12	Sarah MacDonald, Parliamentary Secretary Assistant \| Minister's Office, Innovation, Science and Economic Development Canada (ISED) Shristi Radhakrishnan, Policy Advisor Innovation, Science and Economic Development Canada (ISED)	Pensions
2023-09-12	Paul Morrison, Special Advisor \| Corporate, Insolvency and Competition Directorate , Innovation, Science and Economic Development Canada (ISED) Martin Simard, Senior Director \| Corporate, Insolvency and Competition Directorate , Innovation, Science and Economic Development Canada (ISED)	Pensions
2023-09-12	Marilyn Gladu, Member of Parliament House of Commons	Pensions
2023-09-12	Kathleen Wrye, Acting Director, Pensions Policy \| Financial Sector Policy, Finance Canada (FIN)	Pensions

View all monthly communication reports

Return to 12-Month Lobbying Activity Search Results

CAAT Pension Plan / Régime de retraite des CAAT - Address, activities & membership

Address:

250 Yonge Street, Suite 2500
Toronto, ON M5B 2L7
Canada

Telephone number: 416-673-9000

Contact information in previous versions
- 250 Yonge Street, Suite 2900
  P.O Box 40
  Toronto, ON M5B 2L7
  Canada
  
  Telephone number: 416-673-9000

Description of the organization's activities:
The Colleges of Applied Arts and Technology Pension Plan (CAAT Pension Plan) administers and invests the pension contributions of over 90,000 members in order to pay a defined benefit pension upon retirement.

Descriptions of the organization's activity in previous versions:
- The Colleges of Applied Arts and Technology Pension Plan (CAAT Pension Plan) administers and invests the pension contributions of over 80,000 members in order to pay a defined benefit pension upon retirement.
- The Colleges of Applied Arts and Technology Pension Plan (CAAT Pension Plan) administers and invests the pension contributions of over 73,000 members in order to pay a defined benefit pension upon retirement.
- The Colleges of Applied Arts and Technology Pension Plan (CAAT Pension Plan) administers and invests the pension contributions of approximately 70,000 members in order to pay a defined benefit pension upon retirement.
- The Colleges of Applied Arts and Technology Pension Plan (CAAT Pension Plan) administers and invests the pension contributions of approximately 65,000 members in order to pay a defined benefit pension upon retirement.
- The Colleges of Applied Arts and Technology Pension Plan (CAAT Pension Plan) administers and invests the pension contributions of over 55,000 members in order to pay a defined benefit pension upon retirement.
- The Colleges of Applied Arts and Technology Pension Plan (CAAT Pension Plan) administers and invests the pension contributions of over 50,000 members in order to pay a defined benefit pension upon retirement.
- The Colleges of Applied Arts and Technology Pension Plan (CAAT Pension Plan) administers and invests the pension contributions of over 46,000 members in order to pay a defined benefit pension upon retirement.

Organization's membership or classes of membership:
The CAAT Pension Plan is a Jointly Sponsored defined benefit pension plan serving over 90,000 active, deferred and retired members. Originally created as the pension plan for Ontario's colleges, the CAAT Plan has grown to include over 300 employers, from a variety of sectors including organizations from the broader public, not for profit and private sectors from across Canada.

Organization's memberships or classes of memberships in previous versions:
- The CAAT Pension Plan is a Jointly Sponsored defined benefit pension plan serving over 80,000 active, deferred and retired members. Originally created as the pension plan for Ontario's colleges, the CAAT Plan has grown to include over 250 employers, from a variety of sectors including organizations from the broader public, not for profit and private sectors from across Canada.
- The CAAT Pension Plan is a Jointly Sponsored defined benefit pension plan serving over 73,000 active, deferred and retired members. Originally created as the pension plan for Ontario's colleges, the CAAT Plan has grown to include over 200 employers, from a variety of sectors including organizations from the broader public, not for profit and private sectors from across Canada.
- The CAAT Pension Plan is a Jointly Sponsored defined benefit pension plan serving approximately 70,000 active, deferred and retired members. Originally created as the pension plan for Ontario's colleges, the CAAT Plan has grown to include over 100 employers, from a variety of sectors including organizations from the broader public, not for profit and private sectors from across Canada.
- The CAAT Pension Plan is a Jointly Sponsored defined benefit pension plan serving approximately 65,000 active, deferred and retired members. Originally created as the pension plan for Ontario's colleges, the CAAT Plan has grown to include 76 employers, from a variety of sectors including organizations from the broader public, not for profit and private sectors from across Canada.
- The CAAT Pension Plan is a Jointly Sponsored defined benefit pension plan serving over 55,000 active, deferred and retired members. Originally created as the pension plan for Ontario's colleges, the CAAT Plan has grown to include over 55 employers, from a variety of sectors including the broader public, not for profit and private sectors.
- The CAAT Pension Plan is a Jointly Sponsored defined benefit pension plan serving over 50,000 active, deferred and retired members. Originally created as the pension plan for Ontario's colleges, the CAAT Plan has grown to include over 50 employers, from a variety of sectors including the broader public, not for profit and private sectors.
- The CAAT Pension Plan is a Jointly Sponsored defined benefit pension plan serving over 46,000 active, deferred and retired members. Originally created as the pension plan for Ontario's colleges, the CAAT Plan has grown to include 40 employers from across Ontario, including employers from the not for profit and Ontario broader public sector.

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Legislative Assistant Member of Parliament, Member of Parliament for York Centre	January 2010 to May 2011	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Legislative Assistant Member of Parliament, Member of Parliament for York Centre	January 2010 to May 2011	Not a designated office

Date Modified:: 2024-04-04

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