Lobbying Information
Subject Matters
- Budget
- Consumer Issues
- Health
- Pensions
- Small Business
- Taxation and Finance
Subject Matter Details
Legislative Proposal, Bill or Resolution
- Budget 2021 - legislative proposals relating to mandatory transaction reporting
- Discussions relating to the tax treatment of life insurance in life interest trusts arising from CRA technical interpretations
- Increase/index the Private Health Service Plan (PHSP) limit in section 20.01 and index the PHSP limit in para 144.1(2)(e) of the ITA.
Legislative Proposal, Bill or Resolution, Policies or Program
- Recommending revisions to the definition of capital dividend account to address unintended impact of changes made in Budget 2016
Policies or Program
- Budget 2022 and Beyond - Presenting solutions to the federal government relating to assisting Canadians with planning for health and mortality risks; investment planning; retirement planning; employee group benefits; small business owner taxation and succession transfer; and issues relating to aging, long-term care, dental care and pharmacare.
- Seeking to raise awareness about national programs relating to dental care and prescription drug coverage as well as policy considerations and concerns as an association and as a member of Together for Better Health
Communication Techniques
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Written communication
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Oral communication
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Grass-roots 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
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Canada Revenue Agency (CRA)
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Employment and Social Development Canada (ESDC)
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Finance Canada (FIN)
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Health Canada (HC)
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House of Commons
-
Innovation, Science and Economic Development Canada (ISED)
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Office of the Superintendent of Financial Institutions Canada (OSFI)
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Senate of Canada
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Treasury Board Of Canada Secretariat (TBS)
Client Details
Government funding
End date of the last completed financial year:
2021-12-31
List of Government Funding
Government Institution
|
Funding Received in Last Financial Year
|
Funding Expected in Current Financial Year
|
Canada Revenue Agency (CRA)
|
$152,336.00
|
No
|
Client Contact Information
Address:
Suite 600
170 Laurier
Toronto, ON K1P 5V5
Canada
Telephone number:
613-523-4112
Web address:
www.calu.com
Client representative
Guy Legault, President
Parent Company Information
Conference for Advanced Life Underwriting is not a subsidiary of any other parent companies.
Coalition Members Information
Conference for Advanced Life Underwriting is not a coalition.
Individual, organization or corporation with a Direct Interest Beneficiary Information
The activities of Conference for Advanced Life Underwriting 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 does not have any subsidiaries that could have a direct interest in the outcome of the undertaking
Lobbyist Details
Kevin Wark
|
No public offices held
Business address:
112 Schoolhouse Court
Blue Mountains, ON L9Y 0N2
Canada
Telephone number:
416-843-5418
Consultant relationship to the client
- The registrant is a member of this organization.