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: 169

Monthly communication reports in the last 6 months: 2

Version 30 of 31 (2024-04-27 to 2024-10-17)

Registration versions:

Version 30 of 31 (2024-04-27 to 2024-10-17)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Budget, Small Business, Taxation and Finance	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.	Policies or Program, Legislative Proposal, Bill or Resolution
Budget, Small Business, Taxation and Finance	Discussions relating to the tax treatment of life insurance in life interest trusts arising from CRA technical interpretations	Legislative Proposal, Bill or Resolution
Budget, Small Business, Taxation and Finance	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
Budget, Small Business, Taxation and Finance	Recommending revisions to the definition of capital dividend account to address unintended impact of changes made in Budget 2016.	Legislative Proposal, Bill or Resolution, Policies or Program
Budget, Health, Small Business, Taxation and Finance	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.	Policies or Program, Legislative Proposal, Bill or Resolution
Budget, Small Business, Taxation and Finance	• Recommending changes to measures on intergenerational business transfers included in Bill C-59	Legislative Proposal, Bill or Resolution
Budget, Small Business, Taxation and Finance	• Recommending changes to the Underused Housing Tax (UHT) and Short-Term Rental draft legislation	Policies or Program, Legislative Proposal, Bill or Resolution

Communication Techniques

Written communication
Oral communication
Grass-roots communication

Government Institutions

Canada Revenue Agency (CRA)
Employment and Social Development Canada (ESDC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Health Canada (HC)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Senate of Canada
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

Francesca Iacurto, Vice-President, Communications and Advocacy | Public offices held
GUY LEGAULT, President & CEO | Public offices held

Conference for Advanced Life Underwriting (CALU)

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

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

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

List of Public Offices Held
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

List of Public Offices Held
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

List of Public Offices Held
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

Date Modified:: 2024-11-13

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Registration - In-house Organization

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

Registration Information

Associated Communications

Version 30 of 31 (2024-04-27 to 2024-10-17)

Version 30 of 31 (2024-04-27 to 2024-10-17)

Subject Matter Details

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