Registry of Lobbyists
Version 1 of 2 (1996-06-11 to 1997-01-29) was submitted prior to the Lobbying Act coming into force on July 2, 2008. Due to different information requirements at that time, the registration is presented in the following format.
| Organization: |
THE FINANCIAL ADVISORS ASSOCIATION OF CANADA/L'ASSOCIATION DES CONSEILLERS EN FINANCE DU CANADA
41 LESMILL ROAD DON MILLS, ON M3B 2T3 Canada |
| Telephone number: | 416-444-5251 |
| Fax number: | 416-444-8031 |
| Responsible officer name and position during the period of this registration: | CLIFFORD R SADGROVE, SENIOR VICE PRESIDENT & GENERAL MANAGER |
| Description of the organization's activities: | LUAC IS AN INDEPENDENT NATIONAL, PROFFESSIONAL ASSOCIATION WITH A VOLUNTARY MEMBERSHIP COMMITTED TO ASSIST MEMBERS TO ACHIEVE THE HIGHEST STANDARDS OF PROFESSIONAL EXCELLENCE & PERSONAL SUCCESS IN THE COUNSELLING & SALE OF LIFE & HEALTH INSURANCE & RELATED FINANCIAL PRODUCTS & SERVICES. |
| Organization's membership or classes of membership: | MEMBERS ARE THOSE WHO ARE ENGAGED IN THE BUSINESS OF LIFE INSURANCE OR IN OTHER BUSINESS ACTIVITIES RELATED TO FINANCIAL SERVICES, PROVISIONAL MEMBERS ARE THOSE WHO HOLD A LIFE AGENT'S LICENSE OR AN EQUIVALENT CERTIFICATE ISSUED OR APPROVED BY A GOVERNMENT INSURANCE FEPARTMENT. MEMBERS ARE THOSE WHO HAVE EITHER SATISFACTORILY COMPLETED THE LUATC OR HAVE BEEN ENGAGED IN THE LIFE INSURANCE BUSINESS FOR A MIN. OF TWO YEARS AND PASSES QUALIFYING EXAM. |
| Was the organization funded in whole or in part by any domestic or foreign government institution in the last completed financial year? | No |
| Name: | WILLIAM BABCOCK |
| Position title: | VICE PRESIDENT PUBLIC AFFAIRS |
| Public offices held: | N/A. Disclosure of this information was not a requirement prior to June 20, 2005. |
| Name: | KARL KEILHACK |
| Position title: | VICE PRESIDENT TAXATION |
| Public offices held: | N/A. Disclosure of this information was not a requirement prior to June 20, 2005. |
| Name: | MARK MCCARVILL |
| Position title: | DIRECTOR GOVERNMENT RELATIONS |
| Public offices held: | N/A. Disclosure of this information was not a requirement prior to June 20, 2005. |
| Name: | CLIFFORD SADGROVE |
| Position title: | SENIOR VICE PRESIDENT & GEN. MGR. |
| Public offices held: | N/A. Disclosure of this information was not a requirement prior to June 20, 2005. |
| Name: | DAVID THIBAUDEAU |
| Position title: | PRESIDENT |
| Public offices held: | N/A. Disclosure of this information was not a requirement prior to June 20, 2005. |
| Federal departments or organizations which have been or will be communicated with during the course of the undertaking: | Canadian Pension Commission (CPC), Competition Tribunal (CT), Finance Canada (FIN), Health Canada (HC), Human Resources Development Canada (HRDC), Industry Canada, Office of the Information and Privacy Commissioner (OIPC), Revenue Canada (RC) |
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Communication techniques that have been used or are expected to be used in the course of the undertaking:
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Grass-roots communication, Informal communications, Meetings, Presentations, Telephone calls, Written communications, whether in hard copy or electronic format |
| Subject Matter: Areas of Concern: | Consumer Issues, Financial Institutions, Health, Small Business, Taxation and Finance |
| Subject Matter: Retrospective: | 1. REPRESENTATIONS & FILINGS WITH RESPECT TO THE 1997 REVIEW OF THE FINANCIAL INSTITUTIONS, LEGISLATION & CURRENT INSURANCE BUSINESS REGULATIONS IN THE RELEVANT ACTS.2. COMMUNICATIONS & SUBMISSIONS OF BRIEFS IN REFERENCE TO BUDGET INITIATIVES RELATED TO THE INCOM TAX ACT DEALING WITH THE TAXATION OF EMPLOYER PAID SUPPLEMENTAL HEALTH & DENTAL BENEFITS.3. DISCUSSIONS WITH DEPART. OF FINANCE WITH RESPECT TO THE APR /96 TECHNICAL AMENDMENT BILL ON THE INCOME TAX ACT & ON THE STOP LOSS RULES AFFECTING THE ODERLY TRANSFER OF SHARES/OWNERSHIP OF CLOSELY HELD SMALL & MED. SIZED COMPANIES....... |
| Subject Matter: Prospective: | ......4. LUAC ANTICIPATES MAKING REPRESENTATIONS WITH RESPECT TO REFORMS BEING CONSIDERED REGARDING THE CPP AND THE NEW SENIORS BENEFIT CONTAINED IN THE MARCH 6, 1996 BUDGET.5. DISCUSSIONS & SUBMISSIONS WITH RESPECT TO THE TECHNICAL AMENDMENTS TO THE GST & THE IMPACT ON NOT-FOT-PROFIT CORPORATIONS IN THE FINANCIAL SERVICES SECTOR AS ANNOUCED APRIL 23, 1996 |