12-Month Lobbying Summary - In-house Corporation

PearTree Financial Services Ltd. / Ron Bernbaum, CEO

Registration Summary

Active - Last Updated: 2024-06-11

Who is lobbying?

PearTree Financial Services Ltd. (Address & business activities)

Ron Bernbaum, CEO

Received government funding or funding expected in current financial year

Business Relationships

PearTree Financial Services Ltd. is not a subsidiary of any other parent companies.

Beneficiaries of the Lobbying Activity

PearTree Financial Services Ltd. has the following subsidiaries that could have a direct interest in the outcome of the undertaking

PearTree Securities Inc. (Address information)

What is being lobbied?

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Mining, Natural Resources, Taxation and Finance	Advocate for the continued and potentially expanded use of flow through shares in the resource sector by demonstrating the job creating result and tax fairness inherent in this regime.	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	Advocate for the continued and potentially expanded use of flow through shares in the resource sector by demonstrating the job creating result and tax fairness inherent in this regime.	Policies or Program

Subject matters in previous versions

Budget
Economic Development
Energy
Environment
Labour
Mining
Natural Resources
Regional Development
Small Business
Taxation and Finance

Who is being lobbied?

Government Institutions

Canada Economic Development for Quebec Regions
Canadian Northern Economic Development Agency (CanNor)
Crown-Indigenous Relations and Northern Affairs Canada (CIRNAC)
Environment and Climate Change Canada (ECCC)
Federal Economic Development Agency for Northern Ontario
Federal Economic Development Agency for Southern Ontario (FedDev)
Finance Canada (FIN)
Global Affairs Canada (GAC)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Natural Resources Canada (NRCan)
Pacific Economic Development Canada (PacifiCan)
Prairies Economic Development Canada (PrairiesCan)
Prime Minister's Office (PMO)
Rural Economic Development (Minister’s Office)
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
Grass-roots communication

Who are the lobbyists?

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

Ronald Bernbaum, CEO | No public offices held

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

Kendra Johnston, Managing Director | No public offices held

Lobbyists in previous versions
Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties
- Alanna Clark, Vice President, Government Relations | Designated public offices held

Registration number: 952154-372232
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
2024-07-05	Samir Kassam, Director of Policy Natural Resources Canada (NRCan) Jonathan Wilkinson, Minister of Energy and Natural Resources of Canada Natural Resources Canada (NRCan) Deborah Yu, Director General \| Policy and Economics, Lands and Minerals Sector, Natural Resources Canada (NRCan)	Mining, Taxation and Finance
2024-06-19	Christophe Cinqmars-Viau, Senior Policy Advisor Finance Canada (FIN) Pierre LeBlanc, Director General \| Personal Income Tax Division, Finance Canada (FIN) Hannah Wilson, Policy Advisor \| Deputy Prime Minister and Minister of Finance, Finance Canada (FIN)	Taxation and Finance
2024-06-18	Deborah Yu , Deputy Minister Natural Resources Canada (NRCan)	Natural Resources
2024-06-11	Nicholas Kang, Senior Policy Advisor \| Policy and Cabinet Affairs, Prime Minister's Office (PMO)	Mining, Natural Resources, Taxation and Finance
2024-03-08	Andrew Bevan, Chief of Staff \| Office of the Chief of Staff, Finance Canada (FIN)	Taxation and Finance
2024-03-03	Marc Serré, Member of Parliament House of Commons	Natural Resources
2024-02-27	Nina Lothian, Director of Cliamte and Energy Policy Environment and Climate Change Canada (ECCC)	Environment, Mining, Natural Resources
2024-02-27	Jeff Labonté, Associate Deputy Minister Natural Resources Canada (NRCan)	Natural Resources
2024-02-26	Samir Kassam, Policy Advisor / Issues Manager Global Affairs Canada (GAC)	Natural Resources
2024-01-24	Mark Boyland, Director Natural Resources Canada (NRCan) Melanie Campbell, Director Natural Resources Canada (NRCan) Rinaldo Jeanty, Assistant Deputy Minister \| Lands and Minerals Sector, Natural Resources Canada (NRCan)	Natural Resources, Taxation and Finance
2023-12-12	Emma Haynes, Director of Parliamentary Affairs \| Office of MP Philip Lawrence, House of Commons	Natural Resources, Taxation and Finance, Budget
2023-11-30	Emma Haynes, Director of Parliamentary Affairs \| Office of MP Philip Lawrence, House of Commons	Natural Resources, Taxation and Finance, Budget
2023-11-24	Camille Benoit-Blouin, Regional Desk, Quebec Finance Canada (FIN)	Natural Resources, Taxation and Finance
2023-10-31	Camille Benoit-Blouin, Regional Desk, Quebec Finance Canada (FIN)	Natural Resources, Regional Development, Taxation and Finance, Budget
2023-10-23	Anton Lori, Stakeholder Relations Advisor \| Office of the Leader of the Official Opposition, House of Commons Connor MacDonald, Policy Advisor House of Commons	Environment, Natural Resources, Taxation and Finance, Budget
2023-10-23	Raquel Franco, Legislative Assistant House of Commons Marty Morantz, MP House of Commons	Natural Resources, Taxation and Finance, Budget
2023-10-06	Anton Lori, Stakeholder Relations Advisor \| Office of the Leader of the Official Opposition, House of Commons Connor MacDonald, Policy Advisor \| Office of the Leader of the Official Opposition, House of Commons	Natural Resources, Taxation and Finance, Budget
2023-09-28	David Murray, Director of Policy House of Commons	Natural Resources, Taxation and Finance, Budget
2023-09-27	Philip Lawrence, Member of Parliament House of Commons	Natural Resources, Taxation and Finance, Budget
2023-09-26	Tony Loffreda, Senator Senate of Canada	Natural Resources, Taxation and Finance, Budget
2023-09-26	Adam Larouche, Director of Operations \| Office of MP Rob Oliphant, House of Commons Robert Oliphant, Member of Parliament House of Commons	Natural Resources, Taxation and Finance, Budget
2023-09-25	Kyla Canzanese, Legislative Assistant House of Commons Adam Chambers, Member of Parliament House of Commons	Natural Resources, Taxation and Finance, Budget
2023-09-21	Leo Housakos, Senator Senate of Canada	Natural Resources, Taxation and Finance, Budget

View all monthly communication reports

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Intern Finance Canada, Office of the Minister of Finance	June 2015 to August 2015	August 28, 2015

Date Modified:: 2024-04-04

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12-Month Lobbying Summary - In-house Corporation

PearTree Financial Services Ltd. / Ron Bernbaum, CEO

Who is lobbying?

PearTree Financial Services Ltd. (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

PearTree Financial Services 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 and Employees whose lobbying activities represent 20% or more of their Duties

What oral and arranged communications have taken place?

12-Month Lobbying Summary - In-house Corporation

PearTree Financial Services Ltd. / Ron Bernbaum, CEO

PearTree Financial Services Ltd. (Address & business activities)

Received government funding or funding expected in current financial year

Business Relationships

Beneficiaries of the Lobbying Activity

PearTree Financial Services 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 and Employees whose lobbying activities represent 20% or more of their Duties

PearTree Financial Services Ltd. - Address & business activities

PearTree Securities Inc.