Registration - In-house Organization

Conference for Advanced Life Underwriting (CALU) / GUY LEGAULT, President & CEO

Registration Information

In-house Organization name: Conference for Advanced Life Underwriting (CALU)
Responsible Officer Name: GUY LEGAULT, President & CEO
Responsible Officer Change History
Initial registration start date: 2011-10-03
Registration status: Active
Registration Number: 777009-285564

Associated Communications

Total Number of Communication Reports: 173

Monthly communication reports in the last 6 months: 3

Version 1 of 32 (2011-10-03 to 2012-09-16)

Registration versions:

Version 1 of 32 (2011-10-03 to 2012-09-16)

Lobbying Information

Subject Matters

Pensions
Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution

Section 148 of the Income Tax Act and how it taxes life insurance policyholders

Regulation

Section 148 of the Income Tax Act - interpretation of legislation in a manner that is favorable to insurance policyholders

Communication Techniques

Written communication
Oral communication

Government Institutions

Canada Revenue Agency (CRA)
Finance Canada (FIN)

In-house Organization Details

Description of the organization's activities

The Conference for Advanced Life Underwriting (CALU) represents the interests of Advocis (The Financial Advisors Association of Canada) and CALU members to Members of Parliament and officials of key federal government departments, in particular, the Canada Revenue Agency and the Department of Finance on advanced tax issues relating to estate planning, corporate-owned life insurance, wealth creation and management, employee benefits and retirement planning.

Responsible officer name and position during the period of this registration

Kevin Wark, President

Organization's membership or classes of membership

CALU has four classes of membership: a) Active Members - members who are directly engaged in providing financial advice to members of the public b) Associate Members - members who are not directly engaged in providing financial advice to clients but provide support services to Active members c) Provisional Members - members under the age of 40 who are directly engaged in providing financial advice to members of the public but currently do not meet all criterial for Active membership d) Honorary Members - as determined by the CALU Board

Government funding

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

In-house Organization Contact Information

Address:
92 Caplan Avenue
#141
Barrie, ON L4N 0Z7
Canada

Telephone number: 416-349-6474
Fax number: 416-494-0067

Lobbyists Details

Employees who lobby for the organization

Kevin Wark, President | No public offices held

Conference for Advanced Life Underwriting (CALU)

The following names have been used on or after July 2, 2008

Name	From	To
Conference for Advanced Life Underwriting (CALU)	2011-10-03	current

Conference for Advanced Life Underwriting (CALU)

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
GUY LEGAULT	2017-05-31	Current
Kevin Wark	2011-10-03	2017-05-31

Date Modified:: 2025-04-30

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Registration - In-house Organization

Conference for Advanced Life Underwriting (CALU) / GUY LEGAULT, President & CEO

Registration Information

Associated Communications

Version 1 of 32 (2011-10-03 to 2012-09-16)

Version 1 of 32 (2011-10-03 to 2012-09-16)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Regulation

Communication Techniques

Government Institutions

Description of the organization's activities

Responsible officer name and position during the period of this registration

Organization's membership or classes of membership

Government funding

In-house Organization Contact Information

Employees who lobby for the organization