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Registry of Lobbyists

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 2 of 7 (2008-05-15 to 2009-09-29)

Version 2 of 7 (2008-05-15 to 2009-09-29) 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.

A. Registrant

Consultant lobbyist name: ROBERT EVERSHED    Lobbyist business address
Consulting firm: PROSPECTUS ASSOCIATES IN CORPORATE DEVELOPMENT INC
400 - 90 SPARKS STREET
OTTAWA, ON  K1P 1A4
Canada
Position: PRINCIPAL
Telephone number: 613-569-3200 Ext. 223  
Fax number: 613-569-4055  
 
Former public office holder: Yes
Payment is contingent on the success of the undertaking: No

Information about Lobbyist

Consultant lobbyist name: ROBERT EVERSHED
Business address: 400 - 90 SPARKS STREET
OTTAWA, ON  K1P 1A4
Canada
Telephone number: 613-569-3200  Ext.: 223  
Fax number: 613-569-3200  

B. Information about Client

Client: Investment Counsel Association of Canada
110 Yonge Street, Suite 1602
Toronto, ON  M5C 1T4
Canada
Telephone number: 416-504-7018
Fax number: 416-504-1117  
 
Client Representative: Katie Walmsley
 
Parent: The client is not a subsidiary of any other parent companies.
Coalition: The client is not a coalition.
Subsidiary: The client does not have any subsidiaries that could be affected by the outcome of the undertaking.
Individual, organization or corporation: The client's activities are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking.
 
Was the client funded in whole or in part by any domestic or foreign government institution in the last completed financial year? No
 

C. Lobbying Activity Information

Federal departments or organizations which have been or will be communicated with during the course of the undertaking: Finance Canada (FIN), Industry Canada, Members of the House of Commons, Prime Minister's Office (PMO), Senate of Canada
Communication techniques that have been used or are expected to be used in the course of the undertaking:
Informal communications, Meetings, Presentations, Telephone calls, Written communications, whether in hard copy or electronic format
 
Subject Matter: Areas of Concern: Financial Institutions, International Trade, Taxation and Finance
 

Details Regarding the Identified Subject Matter

Categories Description
Bill or Resolution Bill C-10 An Act to Amend the Income Tax Act



Responsible Officer Name

This is the responsible officer name as provided in the most recent registration for the corporation or organization.

Name Change History:

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 2011-03-16 current
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

Responsible Officer Change History

Portfolio Management Association of Canada

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

All Monthly Communication Reports for Portfolio Management Association of Canada

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 15th 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

Public offices held: ROBERT EVERSHED


Public offices held: ROBERT EVERSHED

Prime Minister's Office Assistant 1988-88
Office of the Minister for International Trade Special Assistant 1988-91
Date Modified: