Registration - In-house Corporation

PearTree Financial Services Ltd. / Ron Bernbaum, CEO

Registration Information

In-house Corporation name: PearTree Financial Services Ltd.
Responsible Officer Name: Ron Bernbaum, CEO
Initial registration start date: 2022-06-29
Registration status: Active
Registration Number: 952154-372232

Associated Communications

Total Number of Communication Reports: 33

Monthly communication reports in the last 6 months: 12

Version 1 of 6 (2022-06-29 to 2023-02-01)

Registration versions:

Version 1 of 6 (2022-06-29 to 2023-02-01)

Lobbying Information

Subject Matters

Economic Development
Energy
Environment
Labour
Mining
Natural Resources
Regional Development
Small Business
Taxation and Finance

Subject Matter Details

Policies or Program

Advocate for the continued and potentially expanded use of flow through shares in the resource sector by demonstrating the job creating result and tax fairness inherent in this regime.

Communication Techniques

Written communication
Oral communication

Government Institutions

Canadian Northern Economic Development Agency (CanNor)
Crown-Indigenous Relations and Northern Affairs Canada (CIRNAC)
Economic Development and Official Languages
Environment and Climate Change Canada (ECCC)
Federal Economic Development Agency for Northern Ontario
Finance Canada (FIN)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Natural Resources Canada (NRCan)
Pacific Economic Development Canada (PacifiCan)
Prairies Economic Development Canada (PrairiesCan)
Prime Minister's Office (PMO)

In-house Corporation Details

Description of activities

The corporation’s business activity is funding junior resource exploration as a promoter of through Flow Through Share Donation Financing benefiting charities and donors.

Responsible officer name and position during the period of this registration

Ron Bernbaum, CEO

Government funding

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

In-house Corporation Contact Information

Address:
110 Eglinton Ave West
Suite 400
Toronto, ON M4R 1A3
Canada

Telephone number: 416-613-3848

Parent Company Information

PearTree Financial Services Ltd. is not a subsidiary of any other parent companies.

Subsidiary Beneficiary Information

PearTree Securities Inc.
- 110 Eglinton Ave West
  Suite 400
  Toronto, ON M4R 1A3
  Canada

Lobbyists Details

Senior Officers whose lobbying activities represent less than 20% of their Duties

Ronald Bernbaum, CEO | No public offices held

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties

Alanna Clark, Vice President, Government Relations | Designated public offices held

PearTree Financial Services Ltd./

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
PearTree Financial Services Ltd./	2022-06-29	current

PearTree Financial Services Ltd.

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

Ron Bernbaum, CEO (Corporation)

Learn more...

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 15^th 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.

Results 1-33 of 33

PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Andrew Bevan, Chief of Staff | Office of the Chief of Staff | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2024-03-08
Posted date: 2024-04-15
Communication number: 372232-596034 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Marc Serré, Member of Parliament | House of Commons
Subject Matter of the communication: Natural Resources
Communication date: 2024-03-03
Posted date: 2024-04-15
Communication number: 372232-596035 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Nina Lothian, Director of Cliamte and Energy Policy | Environment and Climate Change Canada (ECCC)
Subject Matter of the communication: Environment, Mining, Natural Resources
Communication date: 2024-02-27
Posted date: 2024-03-18
Communication number: 372232-598171 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Jeff Labonté, Associate Deputy Minister | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources
Communication date: 2024-02-27
Posted date: 2024-03-15
Communication number: 372232-596032 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Samir Kassam, Policy Advisor / Issues Manager | Global Affairs Canada (GAC)
Subject Matter of the communication: Natural Resources
Communication date: 2024-02-26
Posted date: 2024-03-11
Communication number: 372232-596033 (amended from 372232-596030) View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Mark Boyland, Director | Natural Resources Canada (NRCan)
- Melanie Campbell, Director | Natural Resources Canada (NRCan)
- Rinaldo Jeanty, Assistant Deputy Minister | Lands and Minerals Sector | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2024-01-24
Posted date: 2024-02-15
Communication number: 372232-591438 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Emma Haynes, Director of Parliamentary Affairs | Office of MP Philip Lawrence | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-12-12
Posted date: 2024-01-15
Communication number: 372232-588946 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Emma Haynes, Director of Parliamentary Affairs | Office of MP Philip Lawrence | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-11-30
Posted date: 2023-12-15
Communication number: 372232-588944 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Camille Benoit-Blouin, Regional Desk, Quebec | Finance Canada (FIN)
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2023-11-24
Posted date: 2023-12-15
Communication number: 372232-588960 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Camille Benoit-Blouin, Regional Desk, Quebec | Finance Canada (FIN)
Subject Matter of the communication: Natural Resources, Regional Development, Taxation and Finance, Budget
Communication date: 2023-10-31
Posted date: 2023-11-15
Communication number: 372232-584372 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Connor MacDonald, Policy Advisor | House of Commons
- Anton Lori, Stakeholder Relations Advisor | Office of the Leader of the Official Opposition | House of Commons
Subject Matter of the communication: Environment, Natural Resources, Taxation and Finance, Budget
Communication date: 2023-10-23
Posted date: 2023-11-15
Communication number: 372232-584370 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Raquel Franco, Legislative Assistant | House of Commons
- Marty Morantz, MP | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-10-23
Posted date: 2023-11-15
Communication number: 372232-584366 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Connor MacDonald, Policy Advisor | Office of the Leader of the Official Opposition | House of Commons
- Anton Lori, Stakeholder Relations Advisor | Office of the Leader of the Official Opposition | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-10-06
Posted date: 2023-11-15
Communication number: 372232-584364 (amended from 372232-584363) View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- David Murray, Director of Policy | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-09-28
Posted date: 2023-10-16
Communication number: 372232-579836 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Philip Lawrence, Member of Parliament | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-09-27
Posted date: 2023-10-15
Communication number: 372232-579296 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Tony Loffreda, Senator | Senate of Canada
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-09-26
Posted date: 2023-10-15
Communication number: 372232-579299 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Adam Larouche, Director of Operations | Office of MP Rob Oliphant | House of Commons
- Robert Oliphant, Member of Parliament | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-09-26
Posted date: 2023-10-15
Communication number: 372232-579293 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Kyla Canzanese, Legislative Assistant | House of Commons
- Adam Chambers, Member of Parliament | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-09-25
Posted date: 2023-10-15
Communication number: 372232-579291 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Leo Housakos, Senator | Senate of Canada
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-09-21
Posted date: 2023-10-15
Communication number: 372232-579289 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- James Lauer, Director, Extractive Sector Transparency and Taxation Division | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-09-11
Posted date: 2023-10-15
Communication number: 372232-579287 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- James Lauer, Director, Extractive Sector Transparency and Taxation Division | Natural Resources Canada (NRCan)
Subject Matter of the communication: Mining, Natural Resources, Taxation and Finance, Budget
Communication date: 2023-06-14
Posted date: 2023-06-15
Communication number: 372232-570230 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Joy Hartzler, Senior Mining Advisot | Natural Resources Canada (NRCan)
Subject Matter of the communication: Mining, Natural Resources, Taxation and Finance, Budget
Communication date: 2023-05-25
Posted date: 2023-06-15
Communication number: 372232-570229 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Melissa Lantsman, Member of Parliament | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-05-24
Posted date: 2023-06-15
Communication number: 372232-570228 (amended from 372232-570227) View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Michael Burns, Member's Assistant | House of Commons
Subject Matter of the communication: Labour, Mining, Taxation and Finance, Budget
Communication date: 2023-05-18
Posted date: 2023-06-15
Communication number: 372232-570231 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Marcus Powlowski, Member of Parliament | House of Commons
Subject Matter of the communication: Mining, Taxation and Finance, Budget
Communication date: 2023-04-21
Posted date: 2023-05-15
Communication number: 372232-566334 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Greg McLean, Member of Parliament | House of Commons
Subject Matter of the communication: Mining, Natural Resources, Taxation and Finance, Budget
Communication date: 2023-03-28
Posted date: 2023-04-14
Communication number: 372232-562755 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Randi Anderson, Director of Policy (Sustainable Resource Development) | Natural Resources Canada (NRCan)
- Kaylie Stathopulos, Special Assistant, West Desk | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-03-01
Posted date: 2023-04-15
Communication number: 372232-558626 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Robbie Frank, Policy Analyst | Natural Resources Canada (NRCan)
- Jianping Zhang, Senior Mining Taxation Analyst | Natural Resources Canada (NRCan)
- Laurie Hayley, Deputy Director | Natural Resources Canada (NRCan)
- James Lauer , Director | Extractive Sector Transparency and Taxation Division | Natural Resources Canada (NRCan)
- Andrew Ghattas, Director | Critical Minerals Centre of Excellence | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-02-16
Posted date: 2023-03-13
Communication number: 372232-558628 (amended from 372232-558622) View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Larry Maguire, Member of Parliament | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2022-10-26
Posted date: 2022-11-14
Communication number: 372232-546484 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Eric Melillo, MP | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2022-10-26
Posted date: 2022-11-14
Communication number: 372232-546482 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Andrew Ghattas, Director | Critical Minerals Centre of Excellence | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2022-10-26
Posted date: 2022-11-14
Communication number: 372232-546478 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- James Lauer, Director | Extractive Sector Transparency and Taxation Division | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2022-10-26
Posted date: 2022-11-14
Communication number: 372232-546477 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- John Aldag, Member of Parliament | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2022-10-25
Posted date: 2022-11-14
Communication number: 372232-546481 (amended from 372232-546462) View associated registration

Ron Bernbaum, CEO (Corporation)

Learn more...

Results below are sorted by posted date, beginning with the most recent.

Results 1-33 of 33

PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Andrew Bevan, Chief of Staff | Office of the Chief of Staff | Finance Canada (FIN)
Subject Matter of the communication: Taxation and Finance
Communication date: 2024-03-08
Posted date: 2024-04-15
Communication number: 372232-596034 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Marc Serré, Member of Parliament | House of Commons
Subject Matter of the communication: Natural Resources
Communication date: 2024-03-03
Posted date: 2024-04-15
Communication number: 372232-596035 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Nina Lothian, Director of Cliamte and Energy Policy | Environment and Climate Change Canada (ECCC)
Subject Matter of the communication: Environment, Mining, Natural Resources
Communication date: 2024-02-27
Posted date: 2024-03-18
Communication number: 372232-598171 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Jeff Labonté, Associate Deputy Minister | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources
Communication date: 2024-02-27
Posted date: 2024-03-15
Communication number: 372232-596032 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Samir Kassam, Policy Advisor / Issues Manager | Global Affairs Canada (GAC)
Subject Matter of the communication: Natural Resources
Communication date: 2024-02-26
Posted date: 2024-03-11
Communication number: 372232-596033 (amended from 372232-596030) View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Mark Boyland, Director | Natural Resources Canada (NRCan)
- Melanie Campbell, Director | Natural Resources Canada (NRCan)
- Rinaldo Jeanty, Assistant Deputy Minister | Lands and Minerals Sector | Natural Resources Canada (NRCan)
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2024-01-24
Posted date: 2024-02-15
Communication number: 372232-591438 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Emma Haynes, Director of Parliamentary Affairs | Office of MP Philip Lawrence | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-12-12
Posted date: 2024-01-15
Communication number: 372232-588946 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Emma Haynes, Director of Parliamentary Affairs | Office of MP Philip Lawrence | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-11-30
Posted date: 2023-12-15
Communication number: 372232-588944 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Camille Benoit-Blouin, Regional Desk, Quebec | Finance Canada (FIN)
Subject Matter of the communication: Natural Resources, Taxation and Finance
Communication date: 2023-11-24
Posted date: 2023-12-15
Communication number: 372232-588960 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Camille Benoit-Blouin, Regional Desk, Quebec | Finance Canada (FIN)
Subject Matter of the communication: Natural Resources, Regional Development, Taxation and Finance, Budget
Communication date: 2023-10-31
Posted date: 2023-11-15
Communication number: 372232-584372 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Connor MacDonald, Policy Advisor | House of Commons
- Anton Lori, Stakeholder Relations Advisor | Office of the Leader of the Official Opposition | House of Commons
Subject Matter of the communication: Environment, Natural Resources, Taxation and Finance, Budget
Communication date: 2023-10-23
Posted date: 2023-11-15
Communication number: 372232-584370 View associated registration
PearTree Financial Services Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Raquel Franco, Legislative Assistant | House of Commons
- Marty Morantz, MP | House of Commons
Subject Matter of the communication: Natural Resources, Taxation and Finance, Budget
Communication date: 2023-10-23
Posted date: 2023-11-15
Communication number: 372232-584366 View associated registration

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Intern Finance Canada, Office of the Minister of Finance	June 2015 to August 2015	August 28, 2015

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Intern Finance Canada, Office of the Minister of Finance	June 2015 to August 2015	August 28, 2015

Date Modified:: 2024-04-04

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Registration - In-house Corporation

PearTree Financial Services Ltd. / Ron Bernbaum, CEO

Registration Information

Associated Communications

Version 1 of 6 (2022-06-29 to 2023-02-01)

Version 1 of 6 (2022-06-29 to 2023-02-01)

Subject Matters

Subject Matter Details

Policies or Program

Communication Techniques

Government Institutions

Description of activities

Responsible officer name and position during the period of this registration

Government funding

In-house Corporation Contact Information

Parent Company Information

Subsidiary Beneficiary Information

Senior Officers whose lobbying activities represent less than 20% of their Duties

Senior Officers and Employees whose lobbying activities represent 20% or more of their Duties