- Consumer Issues
- 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
- Questions to Finance officials on pending legislation as well as recommended legislative changes relating to the CALU 2020 Finance Roundtable in November 2020
- Recommending revisions to the definition of capital dividend account to address unintended impact of changes made in Budget 2016
- Tax related matters affecting individuals and small businesses relating to Covid-19
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.
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.
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)
No government funding was received during the last completed financial year.
Client Contact Information
Toronto, ON K1P 5V5
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.
Person or Organization with a Direct Interest Beneficiary Information
The activities of Conference for Advanced Life Underwriting are not controlled or directed by another person or organization 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
No public offices held
112 Schoolhouse Court
Blue Mountains, ON L9Y 0N2
Consultant relationship to the client
- The registrant is a member of this organization.