Registration - Consultant

Portfolio Management Association of Canada / ROBERT EVERSHED, Consultant

Registration Information

Client name: Portfolio Management Association of Canada
Previous client names
Lobbyist name: ROBERT EVERSHED, Consultant
Initial registration start date: 2007-11-19
Registration status: Active
Registration Number: 776752-16206

Associated Communications

Total Number of Communication Reports: 12

Monthly communication reports in the last 6 months: 0

Version 6 of 8 (2012-11-02 to 2016-06-16)

Registration versions:

Version 6 of 8 (2012-11-02 to 2016-06-16)

Lobbying Information

Subject Matters

Financial Institutions
International Trade
Pensions
Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution

Bill C-10 An Act to Amend the Income Tax Act More specifically the Investments in Foreign Entities portion of the Act
Ensure the implementation of Bill C-25, Pooled Registered Pension Plans Act

Communication Techniques

Written communication
Oral communication

The lobbyist has arranged or expects to arrange one or more meetings on behalf of the client between a public office holder and any other person in the course of this undertaking.

Government Institutions

Finance Canada (FIN)
Members of the House of Commons
Prime Minister's Office (PMO)
Senate of Canada

Client Details

Government funding

No government funding was received during the last completed financial year.

Client Contact Information

Address:
110 Yonge Street, Suite 1602
Toronto, ON M5C 1T4
Canada

Telephone number: 416-504-7018
Fax number: 416-504-1117

Client representative

Katie Walmsley, President

Parent Company Information

Portfolio Management Association of Canada is not a subsidiary of any other parent companies.

Coalition Members Information

Portfolio Management Association of Canada is not a coalition.

Individual, organization or corporation with a Direct Interest Beneficiary Information

The activities of Portfolio Management Association of Canada are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking.

Subsidiary Beneficiary Information

Portfolio Management Association of Canada does not have any subsidiaries that could have a direct interest in the outcome of the undertaking

Lobbyist Details

ROBERT EVERSHED | Public offices held

Business address:
Suite 820 45 O'Connor Street
OTTAWA, ON K1P 1A4
Canada

Telephone number: 613-569-3200 Ext. 223
Fax number: 613-569-4055

Consultant Firm and Address

Firm: PROSPECTUS ASSOCIATES IN CORPORATE DEVELOPMENT INC

Address:
Suite 820 45 O'Connor Street
OTTAWA, ON K1P 1A4
Canada

Telephone number: 613-569-3200 Ext. 223
Fax number: 613-569-4055

Portfolio Management Association of Canada

The following names have been used on or after July 2, 2008

The following names have been used on or after July 2, 2008
Name	From	To
Portfolio Management Association of Canada	2024-06-17	current
Portfolio Management Association of Canada	2011-03-16	2024-06-17
Investment Counsel Association of Canada	2009-10-26	2011-03-16

The following names have been used before July 2, 2008

Investment Counsel Association of Canada

Portfolio Management Association of Canada

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)

ROBERT EVERSHED, PROSPECTUS ASSOCIATES IN CORPORATE DEVELOPMENT INC (Consultant)

Learn more...

Registrants are required to submit a monthly communication report for each oral and arranged communication with a designated public office holder. The name of the most senior paid officer (i.e. the registrant) will appear on all in-house monthly communication reports, whether or not he/she participated in the communication.

Note: Monthly Communication Reports are due on the 15^th day of each month for communications that took place in the previous month.

Results below are sorted by posted date, beginning with the most recent.

Results 1-12 of 12

Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Terry Beech, Parliamentary Secretary to the Minister of Finance | House of Commons
Subject Matter of the communication: Financial Institutions, Taxation and Finance, Pensions
Communication date: 2022-04-21
Posted date: 2022-05-16
Communication number: 16206-531671 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Adam Chambers, Member of Parliament for Simcoe North | House of Commons
Subject Matter of the communication: Financial Institutions, Taxation and Finance, Pensions
Communication date: 2022-04-11
Posted date: 2022-05-16
Communication number: 16206-531669 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Hendrik Brakel, Chief Economic Advisor | Office of the Leader of the Opposition | House of Commons
- Karina Rolland, Manager of Stakeholder Relations | Office of the Leader of the Opposition | House of Commons
Subject Matter of the communication: Financial Institutions, Taxation and Finance, Pensions
Communication date: 2020-02-05
Posted date: 2020-03-16
Communication number: 16206-467619 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Karina Rolland-Sardana, Manager of Stakeholder Relations | Conservative Research Bureau | House of Commons
- Hendrik Brakel, Senior Economic Policy Advisor | Conservative Research Bureau | House of Commons
Subject Matter of the communication: Financial Institutions, International Trade, Taxation and Finance, Pensions
Communication date: 2019-05-15
Posted date: 2019-06-15
Communication number: 16206-454950 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Jennifer O'Connell, Member of Parliament for Pickering — Uxbridge | House of Commons
Subject Matter of the communication: Financial Institutions, Taxation and Finance, Pensions
Communication date: 2017-11-28
Posted date: 2017-12-15
Communication number: 16206-414433 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Ian Foucher, Senior Policy Advisor | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions, Taxation and Finance, Pensions
Communication date: 2017-11-28
Posted date: 2017-12-15
Communication number: 16206-414431 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Ian Foucher, Policy Advisor | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions, Taxation and Finance
Communication date: 2017-05-23
Posted date: 2017-06-15
Communication number: 16206-403196 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Ian Foucher, Policy Advisor | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions, Taxation and Finance, Pensions
Communication date: 2016-12-14
Posted date: 2017-01-16
Communication number: 16206-392485 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Daniel Nowlan, Chief of Staff | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Financial Institutions, Taxation and Finance, Pensions
Communication date: 2014-05-05
Posted date: 2014-06-15
Communication number: 16206-327494 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Sean Speer, Director of Policy | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2013-06-21
Posted date: 2013-07-15
Communication number: 16206-281929 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Johnathan Finkelstein, Policy Advisor | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Pensions
Communication date: 2012-10-24
Posted date: 2012-11-15
Communication number: 16206-243609 View associated registration
Portfolio Management Association of Canada
Consultant: ROBERT EVERSHED

Designated Public Office Holders who participated in the communication:
- Katelin Everson, Policy Advisor | Finance Canada - Minister of State | Finance Canada (FIN)
Subject Matter of the communication: Pensions
Communication date: 2012-10-24
Posted date: 2012-11-15
Communication number: 16206-242511 View associated registration

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Special Assistant Department of Foreign Affairs and International Trade Canada, Minister's Office	December 1988 to March 1991	Not a designated office
Prime Minister's Office Assistant Prime Minister's Office, Prime Minister's Office Correspondence Unit	October 1988 to December 1988	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Special Assistant Department of Foreign Affairs and International Trade Canada, Minister's Office	December 1988 to March 1991	Not a designated office
Prime Minister's Office Assistant Prime Minister's Office, Prime Minister's Office Correspondence Unit	October 1988 to December 1988	Not a designated office

Date Modified:: 2024-04-04

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Registration - Consultant

Portfolio Management Association of Canada / ROBERT EVERSHED, Consultant

Registration Information

Associated Communications

Version 6 of 8 (2012-11-02 to 2016-06-16)

Version 6 of 8 (2012-11-02 to 2016-06-16)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Communication Techniques

Government Institutions

Government funding

Client Contact Information

Client representative

Parent Company Information

Coalition Members Information

Individual, organization or corporation with a Direct Interest Beneficiary Information

Subsidiary Beneficiary Information

Consultant Firm and Address