Registration - Consultant

Conference for Advanced Life Underwriting (CALU) / NANCI WOODS, Consultant

Registration Information

Client name: Conference for Advanced Life Underwriting (CALU)
Lobbyist name: NANCI WOODS, Consultant
Initial registration start date: 2013-07-08
Registration status: Inactive
Registration Number: 776479-318025

Associated Communications

Total Number of Communication Reports: 13

Monthly communication reports in the last 6 months: 0

Version 3 of 4 (2014-03-14 to 2014-11-04)

Registration versions:

Version 3 of 4 (2014-03-14 to 2014-11-04)

Lobbying Information

Subject Matters

Budget
Pensions
Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution

Budget 2013 - Relating to 10-8 policies and Leveraged Insured Annuity policies
Section 148 of the Income Tax Act and how it taxes life insurance policyholders

Policies or Program

presenting solutions to the federal government relating to assisting Canadians with planning for health and mortality risks; investment planning; employee group benefits; and issues relating to aging and long-term care

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

Canada Revenue Agency (CRA)
Employment and Social Development Canada (ESDC)
Finance Canada (FIN)
House of Commons

Client Details

Government funding

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

Client Contact Information

Address:
92 Caplan Avenue
#141
Barrie, ON L4N 0Z7
Canada

Telephone number: 416-349-6474
Fax number: 416-494-0067

Client representative

Ken Wark, President

Parent Company Information

Conference for Advanced Life Underwriting (CALU) is not a subsidiary of any other parent companies.

Coalition Members Information

Conference for Advanced Life Underwriting (CALU) is not a coalition.

Individual, organization or corporation with a Direct Interest Beneficiary Information

The activities of Conference for Advanced Life Underwriting (CALU) are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking.

Subsidiary Beneficiary Information

Conference for Advanced Life Underwriting (CALU) does not have any subsidiaries that could have a direct interest in the outcome of the undertaking

Lobbyist Details

NANCI WOODS | Public offices held

Business address:
45 O'CONNOR STREET, SUITE 1540
OTTAWA, ON K1P 1A4
Canada

Telephone number: 613-235-0221
Fax number: 613-235-9694

Consultant Firm and Address

Firm: The Capital Hill Group Inc.

Address:
45 O'CONNOR STREET, SUITE 1540
OTTAWA, ON K1P 1A4
Canada

Telephone number: 613-235-0221
Fax number: 613-235-9694

Conference for Advanced Life Underwriting (CALU)

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
Conference for Advanced Life Underwriting (CALU)	2013-07-08	2016-01-12

Conference for Advanced Life Underwriting (CALU)

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

NANCI WOODS, The Capital Hill Group 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 1-13 of 13

Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Nathan Cullen, Member of Parliament | House of Commons
Subject Matter of the communication: Pensions, Taxation and Finance
Communication date: 2015-06-09
Posted date: 2015-06-24
Communication number: 318025-356904 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Leslie Lewis, Policy Advisor | Minister's Office | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance, Budget
Communication date: 2014-12-09
Posted date: 2014-12-17
Communication number: 318025-342270 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Valentin Erikson, Policy Advisor | Minister's Office | Canada Revenue Agency (CRA)
Subject Matter of the communication: Taxation and Finance, Budget
Communication date: 2014-12-08
Posted date: 2014-12-17
Communication number: 318025-342268 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Paul Heuts, Policy Advisor | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Pensions, Taxation and Finance, Budget
Communication date: 2014-10-08
Posted date: 2014-11-14
Communication number: 318025-338496 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Andrew Marsland, Senior ADM - Tax Policy | Finance Canada | Finance Canada (FIN)
- Brian Ernewein, Director | Finance Canada | Finance Canada (FIN)
Subject Matter of the communication: Pensions, Taxation and Finance, Budget
Communication date: 2014-10-08
Posted date: 2014-11-14
Communication number: 318025-338495 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Peter Braid, Member of Parliament | House of Commons
- Brad Butt, Member of Parliament | House of Commons
- Harold Albrecht, Member of Parliament | House of Commons
- James Rajotte, Member of Parliament | House of Commons
- Joyce Bateman, Member of Parliament | House of Commons
Subject Matter of the communication: Pensions, Taxation and Finance
Communication date: 2014-04-02
Posted date: 2014-05-15
Communication number: 318025-324940 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Eve Adams, Parliamentary Secretary to the Minister | Health Canada (HC)
Subject Matter of the communication: Health
Communication date: 2014-02-04
Posted date: 2014-03-14
Communication number: 318025-319192 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Kalin McCluskey, Director of Policy | Office of the Minister (Seniors) | Employment and Social Development Canada (ESDC)
- James Yousif, Chief of Staff | Office of the Minister (Seniors) | Employment and Social Development Canada (ESDC)
Subject Matter of the communication: Taxation and Finance
Communication date: 2013-12-03
Posted date: 2014-01-15
Communication number: 318025-312865 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Peter Braid, Member of Parliament | House of Commons
- Ed Holder, Member of Parliament | House of Commons
- John Williamson, Member of Parliament | House of Commons
- Stella Ambler, Member of Parliament | House of Commons
Subject Matter of the communication: Taxation and Finance
Communication date: 2013-12-03
Posted date: 2014-01-14
Communication number: 318025-312864 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Kevin Sorenson, Minister | Office of the Minister of State (Finance) | Finance Canada (FIN)
- Yaelle Sang, Policy Advisor | Office of the Minister of State (Finance) | Finance Canada (FIN)
- Bram Sepers, Chief of Staff | Office of the Minister of State (Finance) | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2013-12-02
Posted date: 2014-01-15
Communication number: 318025-312863 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Scott Bryson, Member of Parliament | House of Commons
Subject Matter of the communication: Pensions, Taxation and Finance
Communication date: 2013-09-17
Posted date: 2013-10-15
Communication number: 318025-296730 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Nancy Horsman, Senior Assistant Deputy Minister | Tax Policy | Finance Canada (FIN)
- Brian Ernewein, General Director | Tax Policy | Finance Canada (FIN)
- Geoff Trueman, General Director (Analysis) | Tax Policy | Finance Canada (FIN)
Subject Matter of the communication: Pensions, Taxation and Finance
Communication date: 2013-09-17
Posted date: 2013-10-15
Communication number: 318025-296718 View associated registration
Conference for Advanced Life Underwriting (CALU)
Consultant: NANCI WOODS

Designated Public Office Holders who participated in the communication:
- Adam Chambers, Director of Policy | Office of the Minister | Finance Canada (FIN)
- Paul Heuts, Policy Advisor | Office of the Minister | Finance Canada (FIN)
Subject Matter of the communication: Pensions, Taxation and Finance
Communication date: 2013-08-19
Posted date: 2013-09-15
Communication number: 318025-289749 View associated registration

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Office Manager in the Office of the Right Hon. Joe Clark Federal Government, Leader of the Official Opposition	June 1980 to March 1981	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Office Manager in the Office of the Right Hon. Joe Clark Federal Government, Leader of the Official Opposition	June 1980 to March 1981	Not a designated office

Date Modified:: 2024-04-04

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Registration - Consultant

Conference for Advanced Life Underwriting (CALU) / NANCI WOODS, Consultant

Registration Information

Associated Communications

Version 3 of 4 (2014-03-14 to 2014-11-04)

Version 3 of 4 (2014-03-14 to 2014-11-04)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Policies or Program

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