Registration - Consultant

PearTree Financial Services Ltd. / Stephen Yardy, Consultant

Registration Information

Client name: PearTree Financial Services Ltd.
Lobbyist name: Stephen Yardy, Consultant
Initial registration start date: 2024-02-09
Registration status: Active
Registration Number: 952447-377108

Associated Communications

Total Number of Communication Reports: 6

Monthly communication reports in the last 6 months: 6

Version 1 of 2 (2024-02-09 to 2024-06-12)

Lobbying Information

Subject Matters

Budget
Economic Development
Energy
Environment
Labour
Mining
Natural Resources
Regional Development
Small Business
Taxation and Finance

Subject Matter Details

Policies or Program

Advocate for the continued and potentially expanded use of flow through shares in the resource sector by demonstrating the job creating result and tax fairness inherent in this regime.

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 Economic Development for Quebec Regions
Canadian Northern Economic Development Agency (CanNor)
Crown-Indigenous Relations and Northern Affairs Canada (CIRNAC)
Environment and Climate Change Canada (ECCC)
Federal Economic Development Agency for Northern Ontario
Federal Economic Development Agency for Southern Ontario (FedDev)
Finance Canada (FIN)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Natural Resources Canada (NRCan)
Pacific Economic Development Canada (PacifiCan)
Prairies Economic Development Canada (PrairiesCan)
Prime Minister's Office (PMO)
Rural Economic Development (Minister’s Office)
Senate of Canada

Client Details

Government funding

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

Client Contact Information

Address:
110 Eglinton Ave West
Suite 400
Toronto, ON M4R 1A3
Canada

Telephone number: 416-613-3848
Web address: www.peartreecanada.com/

Client representative

Kendra Johnson, Managing Director

Parent Company Information

PearTree Financial Services Ltd. is not a subsidiary of any other parent companies.

Coalition Members Information

PearTree Financial Services Ltd. is not a coalition.

Individual, organization or corporation with a Direct Interest Beneficiary Information

The activities of PearTree Financial Services Ltd. are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking.

Subsidiary Beneficiary Information

PearTree Securities Inc.
- 110 Eglinton Ave West
  Suite 400
  Toronto, ON M4R 1A3
  Canada

Lobbyist Details

Stephen Yardy | Public offices held

Business address:
220 Laurier Avenue West, Suite 300
Ottawa, ON K1P 5Z9
Canada

Telephone number: 613-302-9313

Consultant Firm and Address

Firm: PAA Advisory | Conseils

Address:
220 Laurier Avenue West, Suite 300
Ottawa, ON K1P 5Z9
Canada

Telephone number: 613-302-9313

PearTree Financial Services Ltd./

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
PearTree Financial Services Ltd./	2024-06-12	current
PearTree Financial Services Ltd./	2024-02-09	2024-06-12

PearTree Financial Services Ltd.

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

Stephen Yardy, PAA Advisory | Conseils (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 1-6 of 6

PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Nicholas Kang, Senior Policy Advisor | Policy and Cabinet Affairs | Prime Minister's Office (PMO)
Subject Matter of the communication: Budget, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-06-11
Posted date: 2024-07-15
Communication number: 377108-607182 View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Andrew Bevan, Chief of Staff | Office of the Chief of Staff | Finance Canada (FIN)
Subject Matter of the communication: Budget, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-03-08
Posted date: 2024-04-15
Communication number: 377108-596275 View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Marc Serré, Member of Parliament | House of Commons
Subject Matter of the communication: Economic Development, Environment, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-03-03
Posted date: 2024-04-15
Communication number: 377108-595540 (amended from 377108-595538) View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Jeff Labonté, Associate Deputy Minister | Natural Resources Canada (NRCan)
Subject Matter of the communication: Budget, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-02-27
Posted date: 2024-03-15
Communication number: 377108-594513 View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Joshua Swift, Policy Advisor | Minister's Office | Environment and Climate Change Canada (ECCC)
- Nina Lothian, Director Climate and Energy Policy | Environment and Climate Change Canada (ECCC)
Subject Matter of the communication: Budget, Environment, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-02-27
Posted date: 2024-03-15
Communication number: 377108-594511 View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Samir Kassam, Director of Policy | Natural Resources Canada (NRCan)
Subject Matter of the communication: Budget, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-02-26
Posted date: 2024-03-15
Communication number: 377108-594510 View associated registration

Stephen Yardy, PAA Advisory | Conseils (Consultant)

Learn more...

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

Results 1-6 of 6

PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Nicholas Kang, Senior Policy Advisor | Policy and Cabinet Affairs | Prime Minister's Office (PMO)
Subject Matter of the communication: Budget, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-06-11
Posted date: 2024-07-15
Communication number: 377108-607182 View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Andrew Bevan, Chief of Staff | Office of the Chief of Staff | Finance Canada (FIN)
Subject Matter of the communication: Budget, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-03-08
Posted date: 2024-04-15
Communication number: 377108-596275 View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Marc Serré, Member of Parliament | House of Commons
Subject Matter of the communication: Economic Development, Environment, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-03-03
Posted date: 2024-04-15
Communication number: 377108-595540 (amended from 377108-595538) View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Jeff Labonté, Associate Deputy Minister | Natural Resources Canada (NRCan)
Subject Matter of the communication: Budget, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-02-27
Posted date: 2024-03-15
Communication number: 377108-594513 View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Joshua Swift, Policy Advisor | Minister's Office | Environment and Climate Change Canada (ECCC)
- Nina Lothian, Director Climate and Energy Policy | Environment and Climate Change Canada (ECCC)
Subject Matter of the communication: Budget, Environment, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-02-27
Posted date: 2024-03-15
Communication number: 377108-594511 View associated registration
PearTree Financial Services Ltd.
Consultant: Stephen Yardy

Designated Public Office Holders who participated in the communication:
- Samir Kassam, Director of Policy | Natural Resources Canada (NRCan)
Subject Matter of the communication: Budget, Mining, Natural Resources, Taxation and Finance
Communication date: 2024-02-26
Posted date: 2024-03-15
Communication number: 377108-594510 View associated registration

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Legislative Assistant House of Commons, Office of MP Lindsay Mathyssen	October 2019 to June 2022	Not a designated office
Legislative Assistant House of Commons, Office of MP Irene Mathyssen	June 2018 to October 2019	Not a designated office
Legislative Assistant House of Commons, Office of MP Erin Weir	May 2016 to June 2018	Not a designated office
Parliamentary Assistant House of Commons, Office of MP Dan Harris	August 2012 to February 2014	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Legislative Assistant House of Commons, Office of MP Lindsay Mathyssen	October 2019 to June 2022	Not a designated office
Legislative Assistant House of Commons, Office of MP Irene Mathyssen	June 2018 to October 2019	Not a designated office
Legislative Assistant House of Commons, Office of MP Erin Weir	May 2016 to June 2018	Not a designated office
Parliamentary Assistant House of Commons, Office of MP Dan Harris	August 2012 to February 2014	Not a designated office

Date Modified:: 2024-04-04

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Registration - Consultant

PearTree Financial Services Ltd. / Stephen Yardy, Consultant

Registration Information

Associated Communications

Version 1 of 2 (2024-02-09 to 2024-06-12)

Version 1 of 2 (2024-02-09 to 2024-06-12)

Subject Matters

Subject Matter Details

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