Lobbying Information
Subject Matters
- Budget
- Consumer Issues
- Health
- Pensions
- Small Business
- Taxation and Finance
Subject Matter Details
Legislative Proposal, Bill or Resolution
- 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 Income Tax Act.
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 2023 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, taxation of financial institutions, Alternative Minimum Tax (AMT) system and issues relating to aging and 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
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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Financial Consumer Agency of Canada (FCAC)
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Health Canada (HC)
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House of Commons
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Innovation, Science and Economic Development Canada (ISED)
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Office of the Privacy Commissioner of Canada (OPC)
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Office of the Superintendent of Financial Institutions Canada (OSFI)
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Prime Minister's Office (PMO)
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Privy Council Office (PCO)
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Public Health Agency of Canada (PHAC)
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Public Safety Canada (PS)
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Senate of Canada
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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 CALU members and Advocis (The Financial Advisors Association of Canada) 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
GUY LEGAULT,
President & CEO
Organization's membership or classes of membership
CALU has three classes of membership:
a) Members - members who are directly engaged in providing financial advice to members of the public
b) Provisional Members - members who are directly engaged in providing financial advice to members of the public but currently do not meet all criterial for full membership
c) Associates - individuals who are not directly engaged in providing financial advice to clients but provide support services to members
Government funding
No government funding was received during the last completed financial year.
In-house Organization Contact Information
Address:
170 Laurier Ave West
Suite 600
Ottawa, ON K1P 5V5
Canada
Telephone number:
613-505-9632
Ext.
101
Lobbyists Details
Employees who lobby for the organization
