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 permanent residents of Canada	Policies or Program
  Financial Institutions, Justice and Law Enforcement	Canada’s system and programs for detecting and deterring money laundering.	Policies or Program
  Consumer Issues, Financial Institutions	Ensuring the passage of Bill C-27 - the Consumer Privacy Protection Act as drafted by the government.	Legislative Proposal, Bill or Resolution
  Taxation and Finance	Global Minimum Tax Act to promote international coordination and harmonization on the timing and operation.	Legislative Proposal, Bill or Resolution
  Health	Healthcare policy, specifically in relating to, employee benefits programs, including long-term disability and drug benefit plans.	Policies or Program
  Financial Institutions	Insurance Companies Act and regulations.	Legislative Proposal, Bill or Resolution, Regulation
  Financial Institutions	Office of the Superintendent of Financial Institutions Guidelines on Insurance and Banking.	Policies or Program
  International Trade	Policies and programs related to Canada trade relations with other countries.	Policies or Program
  Consumer Issues, Financial Institutions, Health	Standards for banking and health data (open banking, health information).	Policies or Program
  Financial Institutions	Supporting legislative changes to allow the electronic delivery of governance documents in the financial sector as proposed in the 2024 federal budget.	Legislative Proposal, Bill or Resolution
  Taxation and Finance	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
  Taxation and Finance	The Pension Benefits Act and the Tax Act including annuities.	Policies or Program

  Subject matters added through a communication report:

  • Consumer Issues
  • Defence
  • Financial Institutions
  • Health
  • International Trade
  • Justice and Law Enforcement
  • Taxation and Finance

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)
• Innovation, Science and Economic Development Canada (ISED)
• Justice Canada (JC)
• National Defence (DND)
• Natural Resources Canada (NRCan)
• 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 a significant part of their duties

• Michael Coyne, General Counsel | No public offices held
• Rahim Hirji, EVP and Chief Auditor and Head of Advisory Services | 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
• Philip Witherington, President and CEO | No public offices held
• Halina von dem Hagen, Chief Risk Officer | No public offices held

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

• Nathan Clark, Director, Government Relations (Health) | Designated public offices held
• Chris Donnelly, VP and Counsel, Government Relations | No public offices held
• Rodrigo Garcia, Director Government Relations | No public offices held
• Jason MacDonald, Chief of Staff, Office of the CEO, Head of External Affairs | Designated public offices held

• Lobbyists in previous versions

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

  • Naveed Irshad, CEO, Manulife Canada | No public offices held

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

  • Maryscott Greenwood, Global Head of Regulatory and Public Affairs | No public offices held

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

  • Michael Coyne, General Counsel | No public offices held
  • James D. Gallagher, EVP and General Counsel | 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
  • Philip Witherington, President and CEO | 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

  • Nathan Clark, Director, Government Relations (Health) | Designated public offices held
  • Chris Donnelly, VP and Counsel, Government Relations | No public offices held
  • Christopher Donnelly, Vice President and Counsel, Regulatory and Public Affairs | No public offices held
  • Rodrigo Garcia, Director Government Relations | No public offices held
  • Maryscott Greenwood, Global Head of Regulatory and Public Affairs | No public offices held
  • Jason MacDonald, Chief of Staff, Office of the CEO, Head of External Affairs | Designated public offices held
  • Joe Whitney, Director, Regulatory and Public Affairs | No public offices held