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, International Relations	Access to Hong Kong Pensions for temporary residents of Canada	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Canada’s system and programs for detecting and deterring money laundering.	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Ensuring the passage of Bill C-27 - the Consumer Privacy Protection Act as drafted by the government.	Legislative Proposal, Bill or Resolution
  Subject matters were not required to be associated with subject matter details when this content was submitted	Global Minimum Tax Act to promote international coordination and harmonization on the timing and operation.	Legislative Proposal, Bill or Resolution
  Subject matters were not required to be associated with subject matter details when this content was submitted	Healthcare policy, specifically in relating to, employee benefits programs, including long-term disability and drug benefit plans.	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Insurance Companies Act - with regard to financial institutions policies.	Legislative Proposal, Bill or Resolution
  Subject matters were not required to be associated with subject matter details when this content was submitted	Insurance Companies Act and regulations.	Legislative Proposal, Bill or Resolution, Regulation
  Subject matters were not required to be associated with subject matter details when this content was submitted	OSFI Guidelines on Insurance and Banking including Guidelines on Liquidity Adequacy, Capital Adequacy, Minimum Capital and Accounting	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	OSFI Guidelines on Insurance and Banking.	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Policies and programs related to Canada trade relations with other countries.	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Privacy, Human Rights and Insurance including the Privacy Act, Human Rights Act and the Canada Labour Code.	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Standards for banking and health data (open banking, health information).	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	The Income Tax Act and Budget 2023 proposal to change the tax treatment on Canadian dividends received by Canadian insurance companies.	Legislative Proposal, Bill or Resolution
  Subject matters were not required to be associated with subject matter details when this content was submitted	The Pension Benefits Act and the Tax Act including annuities.	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Veterans Benefits including programs and policies that provide financial and other assistance to current and former members of the Canadian Armed Forces.	Policies or Program
  Subject matters were not required to be associated with subject matter details when this content was submitted	Veterans Benefits including programs and policies that provide financial and other assistance to former members of the Canadian Armed Forces.	Policies or Program

  Subject matters in previous versions

  • Budget
  • Climate
  • Constitutional Issues
  • Consumer Issues
  • Defence
  • Economic Development
  • Employment and Training
  • Environment
  • Financial Institutions
  • Health
  • Housing
  • Immigration
  • Industry
  • Infrastructure
  • Intellectual Property
  • Internal Trade
  • International Development
  • International Relations
  • International Trade
  • Pensions
  • Taxation and Finance

  Subject matters added through a communication report:

  • Privacy and Access to Information
  • Foreign Affairs

Government Institutions

• Bank of Canada
• Canada Infrastructure Bank
• Competition Tribunal (CT)
• Environment and Climate Change Canada (ECCC)
• Finance Canada (FIN)
• Global Affairs Canada (GAC)
• Health Canada (HC)
• House of Commons
• Indigenous Services Canada (ISC)
• Infrastructure Canada (INFC)
• Innovation, Science and Economic Development Canada (ISED)
• Justice Canada (JC)
• National Defence (DND)
• Office of the Superintendent of Financial Institutions Canada (OSFI)
• Prime Minister's Office (PMO)
• Privy Council Office (PCO)
• Public Safety Canada (PS)
• Public Services and Procurement Canada (PSPC)
• Senate of Canada
• Treasury Board Of Canada Secretariat (TBS)
• Veterans Affairs Canada (VAC)

Communication techniques

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

• Written communication
• Oral communication
• Grass-roots communication
• Arrange one or more meetings

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

• James D. Gallagher, EVP and General Counsel | No public offices held
• Roy Gori, President and Chief Executive Officer | No public offices held
• Rahim Hirji, EVP and Chief Auditor and Head of Advisory Services | No public offices held
• Naveed Irshad, CEO, Manulife Canada | No public offices held
• Paul R. Lorentz, SEVP and President & CEO, Wealth and Asset Management | No public offices held
• Matthew MacInnis, Global Head of Corporate Tax | No public offices held
• Colin Simpson, SEVP and Chief Financial Officer | No public offices held
• Halina von dem Hagen, Chief Risk Officer | No public offices held

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

• Christopher Donnelly, Vice President and Counsel, Regulatory and Public Affairs | No public offices held
• Maryscott Greenwood, Global Head of Regulatory and Public Affairs | No public offices held
• Deanne Leifso, Director, Regulatory and Government Affairs | No public offices held
• Michel Paquet, Vice-président adjoint et Conseiller juridique Affaires réglementaires et relations publiques | No public offices held
• Joe Whitney, Director, Regulatory and Public Affairs | No public offices held

• Lobbyists in previous versions

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

  • Steven Finch, SEVP and Chief Actuary | No public offices held
  • Scott S. Hartz, SEVP and Chief Investment Officer | No public offices held
  • Rahim Hirji, EVP and Chief Risk Officer | No public offices held
  • Rahul Joshi, Chief Operating Officer | No public offices held
  • Pamela O. Kimmet, Chief Human Resources Officer | No public offices held

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

  • Christopher Donnelly, Vice President and Counsel, Industry, Regulatory and Government Affairs | No public offices held
  • Maryscott Greenwood, Global Head of Regulatory & Public Affairs | No public offices held