Registration - In-house Organization

Canadian Shareholder Association for Research and Education / Kevin Thomas, Chief Executive Officer

Registration Information

In-house Organization name: Canadian Shareholder Association for Research and Education
Responsible Officer Name: Kevin Thomas, Chief Executive Officer
Initial registration start date: 2018-07-09
Registration status: Active
Registration Number: 939550-362475

Associated Communications

Total Number of Communication Reports: 16

Monthly communication reports in the last 6 months: 5

Version 14 of 14 (2026-06-15 to present)

Registration versions:

Version 14 of 14 (2026-06-15 to present)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Climate, Economic Development, International Trade	Discussions related to capital formation, job creation, innovation and attracting investment	Regulation, Policies or Program
Climate	Discussions related to climate change and investment	Policies or Program, Regulation
Aboriginal Affairs	Discussion with Indigenous Services Canada regarding funding and programs supporting Indigenous economic reconciliation, Indigenous trustee and institutional investor education	Grant, Contribution or Other Financial Benefit

Communication Techniques

Written communication
Oral communication

Government Institutions

Employment and Social Development Canada (ESDC)
Environment and Climate Change Canada (ECCC)
Finance Canada (FIN)
Global Affairs Canada (GAC)
House of Commons
Indigenous Services Canada (ISC)
Innovation, Science and Economic Development Canada (ISED)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Senate of Canada

In-house Organization Details

Description of the organization's activities

-research in areas related to institutional investing and investor social responsibility; -education and training for pension trustees; -capacity programs related to investor social responsibility; -coordinate shareholder initiatives related to the governance of Canadian corporations and their social and environmental impacts; and, -other related activities.

Responsible officer name and position during the period of this registration

Kevin Thomas, Chief Executive Officer

Organization's membership or classes of membership

One class of members. Each member is entitled to receive notice of, attend and vote at all meetings of the members of the corporation.

Government funding

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

In-house Organization Contact Information

Address:
401 Richmond St. West, Suite 401
Toronto, ON M5V 3A8
Canada

Telephone number: 416-306-6453

Lobbyists Details

Employees who lobby for the organization

Shalini Ramgoolam, Associate Director, Advisory Services | No public offices held
Anthony Schein, Chief Operating Officer | No public offices held
Jennifer Story, Director, Public Affairs | No public offices held
Kevin Thomas, Chief Executive Officer | No public offices held
Amanda Watkins, Manager, Public Affairs | No public offices held

Canadian Shareholder Association for Research and Education

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

Name	From	To
Canadian Shareholder Association for Research and Education	2018-07-09	current

Canadian Shareholder Association for Research and Education

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)

Date Modified:: 2026-05-11

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Registration - In-house Organization

Canadian Shareholder Association for Research and Education / Kevin Thomas, Chief Executive Officer

Registration Information

Associated Communications

Version 14 of 14 (2026-06-15 to present)

Version 14 of 14 (2026-06-15 to present)

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