Monthly Communication Report

380329-651487

Registrant name:	Alex Cerelli
Client:	Securities Investment and Management Association/Association des marchés de valeurs et des investissements
Associated registration:	945751-380329-3
Communication date:	2025-10-07
Posted date:	2025-11-15

Designated Public Office Holders who participated in the communication:

Shawn Grover, Senior Policy Advisor
Prime Minister's Office (PMO)

List of Details
Subject matter	Detail
Financial Institutions, Taxation and Finance	Discussions with public office holders about modernizing retirement savings and withdrawal policies, education savings policies, financial literacy, and tax policies.