12-Month Lobbying Summary - In-house Corporation

• Subject matter details in previous versions

  Details Regarding the Identified Subject Matter

  Subject matters	Details	Categories
  Financial Institutions	Budget 2025 measures to increase competition and affordability for financial consumers including the intent to prohibit investment and registered account transfer fees, to explore improving the transparency of cross-border transfer fees, including foreign exchange costs, and to simplify the process of switching primary chequing accounts to other Canadian financial institutions.	Legislative Proposal, Bill or Resolution, Policies or Program, Regulation

  Subject matters added through a communication report:

  • Consumer Issues
  • Economic Development
  • Financial Institutions

Government Institutions

• Bank of Canada
• Canada Revenue Agency (CRA)
• 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 Superintendent of Financial Institutions Canada (OSFI)
• Prime Minister's Office (PMO)
• Privy Council Office (PCO)
• Treasury Board Of Canada Secretariat (TBS)

Communication techniques

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

• Oral communication
• Written communication

Senior officers whose lobbying activities represent less than a significant part of their duties

• Michael Katchen, Chief Executive Officer | No public offices held
• Blair Wiley, Chief Legal Officer | No public offices held

Senior officers and employees whose lobbying activities represent a significant part of their duties

• Tom Johnson, Senior Manager, Public Affairs | No public offices held
• Jessica Oliver, Head of Government and Regulatory Relations | Designated public offices held

• Lobbyists in previous versions

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

  • Michael Katchen, Chief Executive Officer | No public offices held
  • Blair Wiley, Chief Legal Officer | No public offices held

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

  • Tom Johnson, Senior Manager, Public Affairs | No public offices held
  • Jessica Oliver, Head of Government and Regulatory Relations | Designated public offices held