Lobbying Information
Subject Matters
- Financial Institutions
- Pensions
- Taxation and Finance
Subject Matter Details
Legislative Proposal, Bill or Resolution
- Amendments to Income Tax Act with respect to annual pre-budget submissions
- Amendments to Excise Tax Act with respect to the application of the goods and services tax and harmonized sales tax to investment funds
- Amendments to Income Tax Act with respect to annual post-budget submissions
- Amendments to Income Tax Act with respect to minimum withdrawals from Registered Retirement Income Funds (RRIF) in the economic statement
- Pension Benefits Standards Act, 1985 and its Regulations, specifically concerning the restrictions regarding the portfolio investments permitted to be held by pension plans that are regulated under the Act.
- Proposed Regulations under the proposed Canadian Securities Act with respect to the regulation of investment funds
- Technical amendments to Income Tax Act relating to investment funds
- Wage Earner Protection Program Act (WEPPA) with regard to potential application with regard to creditor protection of registered plans
Policies or Program
- Canadian advantage in global capital markets, policy initiatives announced in the Federal Budget - Economic statements from 2006 onwards to the extent this presents new business opportunities for the investment funds industry
- Proposed Framework for Pooled Registered Pension Plans (PRPPs) described in the federal consultation papers requesting comments on PRPPs as an additional retirement savings option for Canadians.
- Proposed federal securities regulator as described in the Budget and Economic Statement, concerning the possible impact of the proposals on the investment funds industry and the national operations of our members.
- Senate National Finance Committee examination of the cost of owning mutual funds for Canadians, compared to Americans
Communication Techniques
-
Written communication
-
Oral communication
-
Grass-roots communication
Government Institutions
-
Canada Revenue Agency (CRA)
-
Competition Tribunal (CT)
-
Finance Canada (FIN)
-
Industry Canada
-
Office of the Information and Privacy Commissioner (OIPC)
-
Senate of Canada
In-house Organization Details
Description of the organization's activities
To serve the interests of its member organizations by acting as the voice of the investment funds industry and providing services to its members that improve the regulatory framework, improve members' knowledge and proficiency, improve operating efficiencies of members businesses, enhance investor confidence and facilitate communication among members. More specifically, IFIC represents its members before governments and their agencies; collects and disseminates statistical information about the industry; supports and sponsors educational programs for participants in the industry; and contributes to the public understanding of the investment funds industry.
Responsible officer name and position during the period of this registration
Joanne De Laurentiis,
President and Chief Executive Officer
Organization's membership or classes of membership
The membership of The Investment Funds Institute of Canada includes corporations and firms which are Canadian Mutual Fund Managers, Canadian Mutual Fund Retail Distributors and Interested Firms and Corporations from the Accounting and Legal Professions, and other Service Providers to the Canadian Investment Funds Industry.
Government funding
No government funding was received during the last completed financial year.
In-house Organization Contact Information
Address:
11 King Street, West
4th Floor
Toronto, ON M5H 4C7
Canada
Telephone number:
416-309-2300
Fax number:
416-861-9937
Lobbyists Details
Employees who lobby for the organization
- James Carman,
Senior Policy Advisor |
No public offices held
- Jon Cockerline,
Director, Policy & Research |
No public offices held
- Joanne De Laurentiis,
President and Chief Executive Officer |
No public offices held
- Jan Dymond,
Director, Public Affairs |
No public offices held
- Eddy Eng,
Senior Economist |
No public offices held
- Ralf Hensel,
General Counsel, Corporate Secretary & Director, Policy Manager Issues |
No public offices held
- Katherine Kruk,
Legal Counsel |
No public offices held
- John Parker,
VP, CFO |
No public offices held
- Elizabeth Saati,
Policy Advisor |
No public offices held
- Charles Wang,
Senior Policy Advisor |
No public offices held