- Constitutional Issues
- Consumer Issues
- Economic Development
- Employment and Training
- Financial Institutions
- International Trade
- Justice and Law Enforcement
- Privacy and Access to Information
- Small Business
- Taxation and Finance
Subject Matter Details
Policies or Program
- - Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians.
- - Consumer Issues & Industry - To advocate for the highest professional standards, integrity, and ethics in the investment industry for the ultimate benefit of Canadians (inclusive of the broader financial services industry).
- - Economic Development - Matters relating to the financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation.
- - Education - Discussion on the retirement security of Canadians through retirement planning, public and registered savings and pension plans, annuities, and other savings and investment incentives or programs, including related research.
- - Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication.
- - Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters.
- - Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.
- - Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs.
- -Justice and Law Enforcement & Constitutional Issues: Jurisdictional issues related to the financial services market.
- -Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers.
- - Privacy and Access to Information - Discussion of privacy regulation as it relates to regulation of securities, investment management and financial services.
- - Taxation and Finance & Financial Institutions - Financial, securities, and other related regulation affecting capital markets, the financial system, investors and financial consumers, including but not limited to: financial reporting; systemic risk; education and credentialing; and other associated regulations.
Bank of Canada
Business Development Bank of Canada (BDC)
Canada Deposit Insurance Corporation (CDIC)
Canada Mortgage and Housing Corporation (CMHC)
Canada Revenue Agency (CRA)
Employment and Social Development Canada (ESDC)
Environment and Climate Change Canada (ECCC)
Export Development Canada (EDC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
Global Affairs Canada (GAC)
House of Commons
Immigration, Refugees and Citizenship Canada (IRCC)
Indigenous Services Canada (ISC)
Infrastructure Canada (INFC)
Innovation, Science and Economic Development Canada (ISED)
Justice Canada (JC)
National Research Council (NRC)
Office of the Auditor General of Canada (OAG)
Office of the Privacy Commissioner of Canada (OPC)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Public Services and Procurement Canada (PSPC)
Royal Canadian Mounted Police (RCMP)
Senate of Canada
Service Canada (ServCan)
Standards Council of Canada (SCC)
Statistics Canada (StatCan)
Treasury Board Of Canada Secretariat (TBS)
Women and Gender Equality (WAGE)
In-house Organization Details
Description of the organization's activities
CFA Societies Canada is a collaboration of our 12 Canadian member societies. CFA Societies Canada aspires to lead the investment industry in Canada by advocating for the highest professional standards, integrity, and ethics for the ultimate benefit of Canadians. We are focused on raising ethical and professional standards, promoting fair markets, protecting investors, and increasing brand awareness in Canada. We represent over 18,000 CFA charterholders and the 12 Canadian societies to policymakers, regulators, media, and the public.
Responsible officer name and position during the period of this registration
Organization's membership or classes of membership
There is one class of membership in the Corporation consisting of the Member Societies of CFA Institute in Canada and CFA Institute.
No government funding was received during the last completed financial year.
In-house Organization Contact Information
120 Adelaide Street West
Torontno, ON M5H 1T1
Lobbyists employed by the organization
- Candice Szpruta,
Director of Operations |
No public offices held
- Michael Thom,
Managing Director |
No public offices held