Registration - Consultant

Conference for Advanced Life Underwriting / Kevin Wark, Member of the organization

Registration Information

Client name: Conference for Advanced Life Underwriting
Lobbyist name: Kevin Wark, Member of the organization
Initial registration start date: 2010-07-05
Registration status: Active
Registration Number: 771877-269323

Associated Communications

Total Number of Communication Reports: 70

Monthly communication reports in the last 6 months: 3

Version 9 of 22 (2019-11-06 to 2020-04-17)

Registration versions:

Version 9 of 22 (2019-11-06 to 2020-04-17)

Lobbying Information

Subject Matters

Budget
Health
Pensions
Small Business
Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution

Budget 2019 - legislative proposals relating to advanced life deferred annuities (ALDAs) and Variable Payment Life Annuities (VPLAs)
Discussions relating to the tax treatment of life insurance in life interest trusts arising from CRA technical interpretations

Legislative Proposal, Bill or Resolution, Policies or Program

Budget 2018 - information reporting for trusts and Consultation on Health and Welfare Trusts
Recommending revisions to the definition of capital dividend account to address unintended impact of changes made in Budget 2016

Policies or Program

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 and long-term care.

Communication Techniques

Written communication
Oral communication
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

Canada Revenue Agency (CRA)
Employment and Social Development Canada (ESDC)
Finance Canada (FIN)
Health Canada (HC)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Senate of Canada
Treasury Board Of Canada Secretariat (TBS)

Client Details

Government funding

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

Client Contact Information

Address:
Suite 120
1900 Bayview Avenue
Toronto, ON M4G 0A6
Canada

Telephone number: 416-843-5418
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.

Conference for Advanced Life Underwriting

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
Conference for Advanced Life Underwriting	2010-07-05	current

Conference for Advanced Life Underwriting

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

Kevin Wark (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 1-70 of 70

Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ekateryna Nova, Policy Advisor | Office of the Minister of Labour and Health and Seniors, Employment and Social Development Canada (ESDC)m | Health Canada (HC)
Subject Matter of the communication: Health, Pensions, Small Business, Taxation and Finance
Communication date: 2024-02-06
Posted date: 2024-02-07
Communication number: 269323-591950 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Samuel Murray, Director of Parliamentary Affairs | Office of the Minister of National Revenue | Canada Revenue Agency (CRA)
- Jérome Coté, Director of Policy | Office of the Minister of National Revenue | Canada Revenue Agency (CRA)
Subject Matter of the communication: Budget, Taxation and Finance
Communication date: 2023-10-26
Posted date: 2023-10-30
Communication number: 269323-580535 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Marty Morantz, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Taxation and Finance
Communication date: 2023-10-26
Posted date: 2023-10-30
Communication number: 269323-580534 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Christophe Cinqmars-Viau, Senior Policy Advisor | Office of the Finance Minister | Finance Canada (FIN)
Subject Matter of the communication: Small Business, Taxation and Finance
Communication date: 2023-10-11
Posted date: 2023-10-11
Communication number: 269323-578283 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Adam Chambers, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2023-10-04
Posted date: 2023-10-06
Communication number: 269323-577830 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Jasraj Singh Hallan, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2023-09-13
Posted date: 2023-09-15
Communication number: 269323-576577 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Philip Lawrence, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Taxation and Finance
Communication date: 2023-08-30
Posted date: 2023-09-04
Communication number: 269323-575497 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Yash Nanda, Policy Advisor | Finance Canada (FIN)
Subject Matter of the communication: Health, Taxation and Finance
Communication date: 2023-06-14
Posted date: 2023-06-23
Communication number: 269323-570683 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Miodrag Jovanovic, Associate Assistant Deputy Minister (Analysis) | Finance Canada (FIN)
- Alison McDermott, Assistant Deputy Minister | Federal-Provincial Relations and Social Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Health, Taxation and Finance
Communication date: 2023-06-13
Posted date: 2023-06-23
Communication number: 269323-570682 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Stephanie Claxton, Policy Advisor | Office of the Minister of Health | Health Canada (HC)
Subject Matter of the communication: Health, Taxation and Finance
Communication date: 2023-06-12
Posted date: 2023-06-23
Communication number: 269323-570681 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Douglas Wong, Policy Advisor | Minister's Office | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2023-03-06
Posted date: 2023-03-07
Communication number: 269323-557867 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Francesco Sorbara, Member of Parliment | House of Commons
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2023-02-24
Posted date: 2023-02-26
Communication number: 269323-557290 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Christophe Cinqmars-Viau, Senior Policy Advisor | Office of the Deputy Prime Minister and Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2023-02-22
Posted date: 2023-02-26
Communication number: 269323-557291 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Anna Roberts, Member of the House of Commons | House of Commons
Subject Matter of the communication: Budget, Pensions, Taxation and Finance
Communication date: 2023-02-07
Posted date: 2023-02-08
Communication number: 269323-555323 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Victor Kandasamy, Policy Advisor (Quebec) | Health Canada (HC)
- Jordan Ames-Sinclair, Special Assistant, Policy | Health Canada (HC)
Subject Matter of the communication: Health, Small Business, Taxation and Finance
Communication date: 2023-01-26
Posted date: 2023-01-27
Communication number: 269323-554804 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Tyler Meredith, Director, Economic Strategy and Planning | Office of the Deputy Prime Minister and Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Health, Pensions, Small Business, Taxation and Finance
Communication date: 2022-06-13
Posted date: 2022-06-13
Communication number: 269323-534261 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Andrew Donelle, Director, Deferred Income Plans | Tax Legislation Division | Finance Canada (FIN)
- Lauchlin MacEachern, Director, Tax Treaties | Tax Policy Branch | Finance Canada (FIN)
- Trevor McGowan, Director General | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Small Business, Taxation and Finance
Communication date: 2022-05-03
Posted date: 2022-06-03
Communication number: 269323-533218 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ed Fast, Member of Parliament | House of Commons | House of Commons
Subject Matter of the communication: Health, Pensions, Small Business, Taxation and Finance, Consumer Issues
Communication date: 2022-03-30
Posted date: 2022-04-06
Communication number: 269323-527674 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Nadia Kadri, Director of Policy | Minister of Tourism and Associate Minister of Finance | House of Commons
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2022-03-02
Posted date: 2022-03-06
Communication number: 269323-524307 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Adam Chambers, Member of Parliament | House of Commons | House of Commons
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2022-02-17
Posted date: 2022-02-21
Communication number: 269323-523572 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Shawn Porter, Associate ADM | Tax Policy Branch | Finance Canada (FIN)
- Trevor McGowan, Senior Director | Finance Canada (FIN)
- Pascale Dugre-Sasseville, Director - Financial Institutions | Tax Policy Branch | Finance Canada (FIN)
- Lauchlin MacEachern, Director - Tax Treaties | Tax Policy Branch | Finance Canada (FIN)
- Patrick Egit, Senior Tax Legislation Specialist | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Small Business, Taxation and Finance
Communication date: 2021-10-18
Posted date: 2021-10-26
Communication number: 269323-514897 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Sean Fraser, Member of Parliament | House of Commons
Subject Matter of the communication: Health, Pensions, Small Business
Communication date: 2021-05-21
Posted date: 2021-05-21
Communication number: 269323-506269 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Shawn Porter, Associate Deputy Minister of Finance | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2021-03-09
Posted date: 2021-03-15
Communication number: 269323-498972 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Larry Maguire, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2021-03-01
Posted date: 2021-03-01
Communication number: 269323-496931 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Lori Merrigan, Tax Policy Officer | Tax Legislation Division | Finance Canada (FIN)
- Mark Maxson, Director, Employment and Education | Tax Policy Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2021-02-18
Posted date: 2021-02-23
Communication number: 269323-496666 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Trevor McGowan, Director General | Tax Legislation Division | Finance Canada (FIN)
- Lauchlin MacEachern, Senior Tax Policy Officer | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Pensions, Small Business, Taxation and Finance
Communication date: 2021-01-27
Posted date: 2021-02-05
Communication number: 269323-494424 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Pascale Dugre-Sasseville, Director - Financial Institutions | Tax Policy Branck | Finance Canada (FIN)
Subject Matter of the communication: Budget, Taxation and Finance
Communication date: 2021-01-20
Posted date: 2021-02-07
Communication number: 269323-494507 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Lori Merrigan, Tax Policy Officer | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Taxation and Finance
Communication date: 2020-12-03
Posted date: 2020-12-16
Communication number: 269323-491915 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director General | Tax Legislation Division | Finance Canada (FIN)
- Andrew Donelle, Director, Deferred Income Plans | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2020-11-18
Posted date: 2020-11-28
Communication number: 269323-488783 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director General | Tax Legislation Division | Finance Canada (FIN)
- Andrew Donelle, Director, Deferred Income Plans | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2020-11-11
Posted date: 2020-12-16
Communication number: 269323-491906 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director General | Tax Legislation Division | Finance Canada (FIN)
- Andrew Donelle, Director, Deferred Income Plans | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Health, Pensions, Small Business, Taxation and Finance
Communication date: 2020-11-10
Posted date: 2020-11-28
Communication number: 269323-488782 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Lori Merrigan, Acting Director | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Small Business
Communication date: 2020-05-12
Posted date: 2020-05-12
Communication number: 269323-472345 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director General | Tax Legislation Division | Finance Canada (FIN)
- Pascale Dugre-Sasseville, Director, Financial Institutions | Tax Policy | Finance Canada (FIN)
Subject Matter of the communication: Budget, Taxation and Finance
Communication date: 2019-11-06
Posted date: 2019-11-15
Communication number: 269323-460632 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Andrew Donelle, Director, Co-ordination and Deferred Income Plans | Tax Legislation Division | Finance Canada (FIN)
- Lori Merrigan, Tax Policy Officer | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2019-09-12
Posted date: 2019-09-17
Communication number: 269323-459807 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Andrew Donelle, Director, Financial Institutions Taxation | Tax Legislation Division | Finance Canada (FIN)
- Lori Merrigan, Expert Advisor | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business
Communication date: 2019-04-26
Posted date: 2019-04-26
Communication number: 269323-450832 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Pascale Dugre-Sasseville, Director, Financial Institutions Taxation | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Small Business, Taxation and Finance
Communication date: 2019-04-26
Posted date: 2019-04-26
Communication number: 269323-450830 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director General | Tax Legislation Division | Finance Canada (FIN)
- Andrew Donelle, Director, Coordination and Deferred Income Plans | Tax Legislation Division | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2019-04-25
Posted date: 2019-04-26
Communication number: 269323-450828 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director General | Tax Legislation Division | Finance Canada (FIN)
- Andrew Donelle, Director, Coordination and Deferred Income Plans | Tax Legislation Division | Finance Canada (FIN)
- Pascale Dugre-Sassevile, Director - Financial Institutions | Business Income Tax Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Taxation and Finance
Communication date: 2019-02-19
Posted date: 2019-02-25
Communication number: 269323-446127 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Stephane Charette, Director | Income Tax Rulings Directorate | Canada Revenue Agency (CRA)
- Bob Naufal, Manager | Income Tax Rulings Directorate | Canada Revenue Agency (CRA)
Subject Matter of the communication: Taxation and Finance
Communication date: 2019-02-19
Posted date: 2019-02-25
Communication number: 269323-446126 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Brian Ernewein, Assistant Deputy Minister, Tax Legislation | Tax Legislative Division | Finance Canada (FIN)
- Ted Cook, Director General, Tax Legislation | Tax Legisation Division | Finance Canada (FIN)
- Andrew Donelle, Director, Coordination and Deferred Income Plans | Tax Legislation Division | Finance Canada (FIN)
- Pascale Dugre-Sasseville, Director Financials Services | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2019-01-10
Posted date: 2019-01-12
Communication number: 269323-443456 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director General | Tax Legislative Division | Finance Canada (FIN)
- Andrew Donelle, Director, Deferred Income Plans | Tax Legisation Division | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2018-11-30
Posted date: 2018-12-16
Communication number: 269323-442744 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Pierre Poilievre, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Health, Small Business, Taxation and Finance
Communication date: 2018-10-01
Posted date: 2018-10-09
Communication number: 269323-434689 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Paul Lefebrve, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2018-10-01
Posted date: 2018-10-09
Communication number: 269323-434686 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Andrew Donelle, Director, Co-ordination and Deferred Income Plans | Tax Legislative Division | Finance Canada (FIN)
- Lori Merrigan, Tax Policy Officer | Tax Legisation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Small Business, Taxation and Finance
Communication date: 2018-09-11
Posted date: 2018-09-21
Communication number: 269323-434085 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- James Maloney, Member of Parliament | House of Commons
- Paul Lefebvre, Member of Parliament | House of Commons
- Sonia Sidhu, Member of Parliament | House of Commons
- Raj Saini, Member of Parliament | House of Commons
- Maximilien Roy, Policy Advisor | Ministers Office | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Taxation and Finance
Communication date: 2018-06-06
Posted date: 2018-06-26
Communication number: 269323-429817 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director General - Tax Legislation | Tax Legislative Division | Finance Canada (FIN)
- Lori Merrigan, Tax Policy Officer | Tax Legisation Division | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Small Business, Taxation and Finance
Communication date: 2018-06-06
Posted date: 2018-06-26
Communication number: 269323-429816 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Stephane Charette, Director | Income Tax Rulings Directorate | Canada Revenue Agency (CRA)
- Bob Naufal, Manager | Income Tax Rulings Directorate | Canada Revenue Agency (CRA)
- Trevor McGowan, Director General (Legislation) | Tax Policy Branch | Finance Canada (FIN)
- Pascale Dugre-Sasseville, Director Financials Services | Tax Policy Brance | Finance Canada (FIN)
Subject Matter of the communication: Budget, Pensions, Taxation and Finance
Communication date: 2018-05-08
Posted date: 2018-05-09
Communication number: 269323-425451 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Stephane Charette, Director | Income Tax Rulings Directorate | Canada Revenue Agency (CRA)
- Bob Naufal, Manager | Income Tax Rulings Directorate | Canada Revenue Agency (CRA)
Subject Matter of the communication: Small Business, Taxation and Finance
Communication date: 2018-05-07
Posted date: 2018-05-16
Communication number: 269323-426866 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Pascale Dugree-Sasseville, Director, Financial Institutions | Tax Policy Branch | Finance Canada (FIN)
- Andrew Donelle, Director, Deferred Income Plans | Tax Policy Branch | Finance Canada (FIN)
- Chantal Pelletier, Special Insurance Expert Advisor | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2018-05-04
Posted date: 2018-05-09
Communication number: 269323-425446 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Andrew Donelle, Director, Coordination and Deferred Income Plans | Tax Legislative Division | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2018-01-30
Posted date: 2018-02-14
Communication number: 269323-419530 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Pascale Dugree-Sasseville, Director, Financial Institutions | Tax Policy Branch | Finance Canada (FIN)
- Chantal Pelletier, Special Insurance Expert | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2018-01-30
Posted date: 2018-02-14
Communication number: 269323-419528 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ted Cook, Director, Tax Legislation | Tax Policy Branch | Finance Canada (FIN)
- Trevor McGowan, Senior Legislative Chief | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-12-21
Posted date: 2018-01-06
Communication number: 269323-417519 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Pascale Dugree-Sasseville, Chief, Financial Institutions Taxation | Tax Policy Branch | Finance Canada (FIN)
- Chantal Pelletier, Special Insurance Expert | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2017-12-14
Posted date: 2018-01-06
Communication number: 269323-417520 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Elliot Hughes, Senior Policy Advisor | Minister of Finance Office | Finance Canada (FIN)
- Justin To, Policy and Budget Director | Minister of Finance Office | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2017-11-27
Posted date: 2017-12-10
Communication number: 269323-414957 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Joel Lightbound, Member of Parliament and Parliamentary Secretary | Finance Canada | House of Commons
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2017-11-27
Posted date: 2017-12-10
Communication number: 269323-414956 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- James Maloney, Member of Parliament | House of Commons
- Francesco Sorbara, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2017-11-27
Posted date: 2017-12-10
Communication number: 269323-414955 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Guy Caron, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Health, Pensions, Small Business, Taxation and Finance
Communication date: 2017-11-27
Posted date: 2017-12-10
Communication number: 269323-414954 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Pascale Dugree-Sasseville, Chief, Financial Institutions Taxation | Tax Policy Branch | Finance Canada (FIN)
- Chantal Pelletier, Special Insurance Expert | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Pensions, Taxation and Finance
Communication date: 2017-10-30
Posted date: 2017-11-06
Communication number: 269323-411460 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Brian Ernewein, General Director | Tax Policy Branch | Finance Canada (FIN)
- Miodrag Jovanovic, General Director Analysis | Tax Policy Branch | Finance Canada (FIN)
- Ted Cook, Director of Tax Legislation | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-10-30
Posted date: 2017-11-06
Communication number: 269323-411458 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Stephane Charette, Director, Income Tax Rulings Directorate | Legislative Policy and Regulatory Affairs | Canada Revenue Agency (CRA)
Subject Matter of the communication: Taxation and Finance
Communication date: 2017-10-30
Posted date: 2017-11-06
Communication number: 269323-411457 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Elliot Hugh, Senior Policy Advisor | Ministers Office | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-10-30
Posted date: 2017-11-06
Communication number: 269323-411455 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Elliot Hughes, Senior Policy Advisor | Ministers Office | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-10-13
Posted date: 2017-11-06
Communication number: 269323-411453 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Elliot Hughes, Senior Policy Advisor | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-09-19
Posted date: 2017-10-05
Communication number: 269323-408762 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Michael Levitt, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-09-18
Posted date: 2017-10-05
Communication number: 269323-408764 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Paul Lefebrve, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-09-18
Posted date: 2017-10-05
Communication number: 269323-408763 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Elliot Hughes, Senior Policy Advisor | Office of the Finance Minister | Finance Canada (FIN)
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-09-11
Posted date: 2017-10-05
Communication number: 269323-408761 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Lisa Raitt, Deputy Leader of the Official Opposition | House of Commons
Subject Matter of the communication: Budget, Small Business, Taxation and Finance
Communication date: 2017-08-28
Posted date: 2017-09-14
Communication number: 269323-407970 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Marc Serre, Member of Parliament | House of Commons
- James Bridges, Special Assistant - Marc Serre | House of Commons
Subject Matter of the communication: Budget, Health, Pensions
Communication date: 2017-06-07
Posted date: 2017-06-11
Communication number: 269323-402520 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Pascale Dugree-Sasseville, Chief, Financial Institutions Taxation | Tax Policy Branch | Finance Canada (FIN)
- Ted Cook, Director | Tax Policy Branch | Finance Canada (FIN)
Subject Matter of the communication: Budget, Health, Taxation and Finance
Communication date: 2017-06-07
Posted date: 2017-06-11
Communication number: 269323-402492 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Lucie Moncion, Senator | Senate of Canada
Subject Matter of the communication: Health, Taxation and Finance
Communication date: 2017-06-07
Posted date: 2017-06-11
Communication number: 269323-402491 View associated registration

Kevin Wark (Consultant)

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Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Ekateryna Nova, Policy Advisor | Office of the Minister of Labour and Health and Seniors, Employment and Social Development Canada (ESDC)m | Health Canada (HC)
Subject Matter of the communication: Health, Pensions, Small Business, Taxation and Finance
Communication date: 2024-02-06
Posted date: 2024-02-07
Communication number: 269323-591950 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Samuel Murray, Director of Parliamentary Affairs | Office of the Minister of National Revenue | Canada Revenue Agency (CRA)
- Jérome Coté, Director of Policy | Office of the Minister of National Revenue | Canada Revenue Agency (CRA)
Subject Matter of the communication: Budget, Taxation and Finance
Communication date: 2023-10-26
Posted date: 2023-10-30
Communication number: 269323-580535 View associated registration
Conference for Advanced Life Underwriting
Consultant: Kevin Wark

Designated Public Office Holders who participated in the communication:
- Marty Morantz, Member of Parliament | House of Commons
Subject Matter of the communication: Budget, Taxation and Finance
Communication date: 2023-10-26
Posted date: 2023-10-30
Communication number: 269323-580534 View associated registration

Date Modified:: 2024-04-04

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Conference for Advanced Life Underwriting / Kevin Wark, Member of the organization

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Version 9 of 22 (2019-11-06 to 2020-04-17)

Version 9 of 22 (2019-11-06 to 2020-04-17)

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