Subject matters | Details | Categories |
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Budget, Small Business, Taxation and Finance
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Budget 2023 and 2024: 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, taxation of financial institutions, Alternative Minimum Tax (AMT), capital gains rules and issues relating to aging and long-term care, dental care and pharmacare.
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Policies or Program, Legislative Proposal, Bill or Resolution
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Budget, Small Business, Taxation and Finance
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Discussions relating to the tax treatment of life insurance in life interest trusts arising from CRA technical interpretations
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Legislative Proposal, Bill or Resolution
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Budget, Small Business, Taxation and Finance
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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.
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Legislative Proposal, Bill or Resolution
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Budget, Small Business, Taxation and Finance
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Recommending revisions to the definition of capital dividend account to address unintended impact of changes made in Budget 2016.
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Legislative Proposal, Bill or Resolution, Policies or Program
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Budget, Health, Small Business, Taxation and Finance
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Seeking to raise awareness about national programs relating to dental care and pharmacare as well as policy considerations and concerns as an association and as a member of the Smart Health Benefits Coalition.
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Policies or Program, Legislative Proposal, Bill or Resolution
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Budget, Small Business, Taxation and Finance
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• Recommending changes to measures on intergenerational business transfers included in Bill C-59
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Legislative Proposal, Bill or Resolution
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Budget, Small Business, Taxation and Finance
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• Recommending changes to the Underused Housing Tax (UHT) and Short-Term Rental draft legislation
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Legislative Proposal, Bill or Resolution, Policies or Program
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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.
GUY LEGAULT, President & CEO
Address:
170 Laurier Ave West
Suite 600
Ottawa, ON K1P 5V5
Canada
Telephone number:
613-505-9632
Ext.
101
This is the responsible officer name as provided in the most recent registration for the corporation or organization.
Name | From | To |
---|---|---|
Conference for Advanced Life Underwriting (CALU) | 2024-04-27 | current |
Conference for Advanced Life Underwriting (CALU) | 2011-10-03 | 2024-04-27 |
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 |
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 15th 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.
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 15th 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.
Position | Period Held | Last Date Designated Public Office Held |
---|---|---|
Employer Representative
Human Resources Development Canada, Employment Insurance Board of Referees |
June 2000 to July 2005 | Not a designated office |
Policy Analyst
Industry Canada, Internal Trade Secretariat |
January 1994 to November 1995 | Not a designated office |
Research Officer
Canadian International Trade Tribunal, Research |
October 1990 to October 1993 | Not a designated office |
Summer student
Department of National Defence, ADM (Personnel) Branch |
May 1990 to May 1990 | Not a designated office |
Contractor
Department of National Defence, ADM (Personnel) Branch |
December 1989 to December 1989 | Not a designated office |
Summer Student
Department of National Defence, ADM (Personnel) |
May 1989 to August 1989 | Not a designated office |
Summer Student
Department of National Defence, ADM (Personnel) |
May 1988 to August 1988 | Not a designated office |
Position | Period Held | Last Date Designated Public Office Held |
---|---|---|
Policy Analyst
Federal Department of Communications, Policy |
May 1981 to August 1981 | Not a designated office |
Training Officer
Atomic Energy of Canada, Training |
September 1979 to December 1979 | Not a designated office |
Position | Period Held | Last Date Designated Public Office Held |
---|---|---|
Employer Representative
Human Resources Development Canada, Employment Insurance Board of Referees |
June 2000 to July 2005 | Not a designated office |
Policy Analyst
Industry Canada, Internal Trade Secretariat |
January 1994 to November 1995 | Not a designated office |
Research Officer
Canadian International Trade Tribunal, Research |
October 1990 to October 1993 | Not a designated office |
Summer student
Department of National Defence, ADM (Personnel) Branch |
May 1990 to May 1990 | Not a designated office |
Contractor
Department of National Defence, ADM (Personnel) Branch |
December 1989 to December 1989 | Not a designated office |
Summer Student
Department of National Defence, ADM (Personnel) |
May 1989 to August 1989 | Not a designated office |
Summer Student
Department of National Defence, ADM (Personnel) |
May 1988 to August 1988 | Not a designated office |