Lobbying Information
Subject Matters
- Health
- Pensions
- Taxation and Finance
Subject matters added through a monthly communication report
Subject Matter Details
Legislative Proposal, Bill or Resolution
- Budget 2014 - Relating to the taxation of testamentary trusts and charitable gifting on death
Legislative Proposal, Bill or Resolution, Regulation
- Exempt Test Regulations and section 148 of the Income Tax Act - commenting on draft legislation and regulations as well as the interpretation of current legislation relating to the tax treatment of insurance policyholders
Policies or Program
- Presenting solutions to the federal government relating to assisting Canadians with planning for health and mortality risks; investment planning; employee group benefits; and issues relating to aging and long-term care.
Communication Techniques
-
Written communication
-
Oral communication
Government Institutions
-
Canada Revenue Agency (CRA)
-
Finance Canada (FIN)
-
Health Canada (HC)
-
House of Commons
-
Office of the Superintendent of Financial Institutions Canada (OSFI)
-
Treasury Board Of Canada Secretariat (TBS)
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:
Suite 504
220 Duncan Mill Rd.
Toronto, ON M3B 3J5
Canada
Telephone number:
647-361-7612
Fax number:
647-361-8278
Lobbyists Details
Employees who lobby for the organization
- Kevin Wark,
President |
No public offices held
