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 8 of 8 (2024-06-17 to present)

Registration versions:

Version 8 of 8 (2024-06-17 to present)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Taxation and Finance	Bill C-2 An Act to Amend the Income Tax Act More specifically the Investments in Foreign Entities portion of the Act	Legislative Proposal, Bill or Resolution
Pensions, Taxation and Finance	Ensure the implementation of Bill C-25, Pooled Registered Pension Plans Act	Legislative Proposal, Bill or Resolution

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)
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	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

Portfolio Management Association of Canada

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

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:: 2024-12-05

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Registration - Consultant

Portfolio Management Association of Canada / ROBERT EVERSHED, Consultant

Registration Information

Associated Communications

Version 8 of 8 (2024-06-17 to present)

Version 8 of 8 (2024-06-17 to present)

Subject Matter Details

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