Registry of Lobbyists
| Subject matters | Details | Categories |
|---|---|---|
|
Budget
|
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians.
|
Policies or Program
|
|
Consumer Issues, Industry, Taxation and Finance
|
- Consumer Issues & Industry & Taxation and Finance - 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).
|
Policies or Program
|
|
Economic Development
|
- Economic Development - Matters relating to the financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
|
Policies or Program
|
|
Education
|
- 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.
|
Policies or Program
|
|
Employment and Training, Small Business
|
- Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication.
|
Policies or Program
|
|
Climate, Environment, International Trade
|
- Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters.
|
Policies or Program
|
|
Financial Institutions
|
- Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.
|
Policies or Program
|
|
Constitutional Issues, Justice and Law Enforcement
|
-Justice and Law Enforcement & Constitutional Issues: Jurisdictional issues related to the financial services market.
|
Policies or Program
|
|
Immigration, Labour
|
- Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs.
|
Policies or Program
|
|
Pensions
|
-Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers.
|
Policies or Program
|
|
Privacy and Access to Information
|
- Privacy and Access to Information - Discussion of privacy regulation as it relates to regulation of securities, investment management and financial services.
|
Regulation
|
|
Financial Institutions, Taxation and Finance
|
- 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.
|
Regulation
|
CFA Societies Canada is a collaboration of our 12 Canadian member societies. CFA Societies Canada leads the investment profession in Canada by advancing the highest professional standards, integrity, and ethics for the ultimate benefit of Canadian society. We are focused on raising ethical and professional standards, advancing the investment profession, promoting fair markets, protecting investors, and increasing brand awareness in Canada. We represent over 21,000 CFA charterholders and the 12 Canadian societies to policymakers, regulators, media, stakeholders and the public.
Michael Thom, Managing Director
End date of the last completed financial year: 2023-06-30
| Government Institution | Funding Received in Last Financial Year | Funding Expected in Current Financial Year |
|---|---|---|
| Canada Revenue Agency (CRA) | $0.00 | Yes |
Address:
120 Adelaide Street West
Suite 2205
Torontno, ON M5H 1T1
Canada
Telephone number:
416-366-3658
Ext.
3