Monthly Communication Report

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:	2026-04-20
Posted date:	2026-05-15

Designated Public Office Holders who participated in the communication:	Jérome  Coté, Senior Policy Advisor Minister's Office, Finance Canada (FIN) Luisa  Rizzo, Director General Canada Revenue Agency (CRA) Helene Lacasse, Director Canada Revenue Agency (CRA)
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.