Registration - In-house Corporation

PFSL Investments (Canada) Ltd. / John Adams, Chief Executive Officer

Registration Information

In-house Corporation name: PFSL Investments (Canada) Ltd.
Responsible Officer Name: John Adams, Chief Executive Officer
Initial registration start date: 2005-08-31
Registration status: Active
Registration Number: 777245-4889

Associated Communications

Total Number of Communication Reports: 3

Monthly communication reports in the last 6 months: 0

Version 24 of 26 (2020-11-19 to 2022-12-08)

Registration versions:

Version 24 of 26 (2020-11-19 to 2022-12-08)

Lobbying Information

Subject Matters

Consumer Issues
Financial Institutions
Industry
Pensions
Small Business
Taxation and Finance

Subject Matter Details

Policies or Program

National securities regulator - The new National Securities Legislation and how it will best meet the challenges of securities regulation across the country.
Retirement Savings - Improve the retirement system in Canada with a robust financial advisory approach in conjunction with the stability of other universal and employer-based plans.

Policies or Program, Regulation

Advocate for affordable and accessible financial services. Advocate for choice in mutual fund and segregated fund fee structures. These constitute Primerica's interest in discussing the possible impact of proposed Canadian Securities Administrators regulatory changes on the sale of mutual funds and the consequences on Primerica's clients, agents and business model. Accordingly, Primerica endeavours in raising awareness about the importance of life insurance, savings and the role of financial advisers. Related to that, the importance of balanced regulation to ensure that access to financial advice remains available and affordable.

Communication Techniques

Written communication
Oral communication
Grass-roots communication

Government Institutions

Finance Canada (FIN)
House of Commons
Innovation, Science and Economic Development Canada (ISED)
Prime Minister's Office (PMO)
Senate of Canada

In-house Corporation Details

Description of activities

PFSL Investments Canada Ltd. is a mutual fund dealer incorporated under the Canada Business Corporations Act and registered under the Securities Act in all provinces and territories in Canada.

Responsible officer name and position during the period of this registration

John Adams, Chief Executive Officer

Government funding

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

In-house Corporation Contact Information

Address:
6985 Financial Drive
Suite 400
Mississauga, ON L5N 0G3
Canada

Telephone number: 905-812-2900
Fax number: 905-813-5316

Parent Company Information

Primerica Financial Services (Canada) Ltd. (Parent for PFSL Investments (Canada) Ltd.)
- 6985 Financial Drive
  Suite 400
  Mississauga, ON L5N 0G3
  Canada
Primerica Inc.
- 1 Primerica Parkway
  Duluth, GA 30099
  United States of America

Subsidiary Beneficiary Information

PFSL Fund Management Ltd.
- 6985 Financial Drive
  Suite 400
  Mississauga, ON L5N 0G3
  Canada

Lobbyists Details

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

John Adams, Chief Executive Officer | No public offices held

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

No lobbyists added

PFSL Investments (Canada) 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
PFSL Investments (Canada) Ltd.	2024-04-10	current
PFSL Investments (Canada) Ltd.	2008-12-01	2024-04-10

The following names have been used before July 2, 2008

PFSL Investments (Canada) Ltd.

PFSL Investments (Canada) Ltd.

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

John Adams, Chief Executive Officer (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 1-3 of 3

PFSL Investments (Canada) Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Elie Salibi, Policy Advisor | Industry Canada
Subject Matter of the communication: Industry
Communication date: 2010-08-11
Posted date: 2010-08-17
Communication number: 4889-153635 View associated registration
PFSL Investments (Canada) Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Sean Speers, Policy Advisor | Prime Minister's Office (PMO)
Subject Matter of the communication: Consumer Issues, Industry
Communication date: 2010-08-11
Posted date: 2010-08-17
Communication number: 4889-153634 View associated registration
PFSL Investments (Canada) Ltd.
In-house Corporation

Designated Public Office Holders who participated in the communication:
- Tony Clement, Minister | Industry Canada
Subject Matter of the communication: Industry, Telecommunications
Communication date: 2009-09-29
Posted date: 2009-10-20
Communication number: 4889-125735 View associated registration

Date Modified:: 2024-04-04

Search and menus

Language selection

Registration - In-house Corporation

PFSL Investments (Canada) Ltd. / John Adams, Chief Executive Officer

Registration Information

Associated Communications

Version 24 of 26 (2020-11-19 to 2022-12-08)

Version 24 of 26 (2020-11-19 to 2022-12-08)

Subject Matters

Subject Matter Details

Policies or Program

Policies or Program, Regulation

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