Registration - In-house Corporation

Manulife Financial Corporation / Société Financière Manuvie / Roy Gori, President and Chief Executive Officer

Registration Information

In-house Corporation name: Manulife Financial Corporation / Société Financière Manuvie
Responsible Officer Name: Roy Gori, President and Chief Executive Officer
Responsible Officer Change History
Initial registration start date: 2005-08-18
Registration status: Active
Registration Number: 934166-5142

Associated Communications

Total Number of Communication Reports: 316

Monthly communication reports in the last 6 months: 44

Version 49 of 52 (2024-04-01 to 2024-04-01)

Registration versions:

Version 49 of 52 (2024-04-01 to 2024-04-01)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Financial Institutions, International Relations	Access to Hong Kong Pensions for temporary residents of Canada	Policies or Program
Financial Institutions, Justice and Law Enforcement	Canada’s system and programs for detecting and deterring money laundering.	Policies or Program
Consumer Issues, Financial Institutions	Ensuring the passage of Bill C-27 - the Consumer Privacy Protection Act as drafted by the government.	Legislative Proposal, Bill or Resolution
Taxation and Finance	Global Minimum Tax Act to promote international coordination and harmonization on the timing and operation.	Legislative Proposal, Bill or Resolution
Health	Healthcare policy, specifically in relating to, employee benefits programs, including long-term disability and drug benefit plans.	Policies or Program
Financial Institutions	Insurance Companies Act and regulations.	Regulation, Legislative Proposal, Bill or Resolution
Financial Institutions	Office of the Superintendent of Financial Institutions Guidelines on Insurance and Banking.	Policies or Program
International Trade	Policies and programs related to Canada trade relations with other countries.	Policies or Program
Consumer Issues, Financial Institutions, Justice and Law Enforcement	Privacy, Human Rights and Insurance including the Privacy Act, Human Rights Act and the Canada Labour Code.	Policies or Program
Consumer Issues, Financial Institutions, Health	Standards for banking and health data (open banking, health information).	Policies or Program
Taxation and Finance	The Income Tax Act and Budget 2023 proposal to change the tax treatment on Canadian dividends received by Canadian insurance companies.	Legislative Proposal, Bill or Resolution
Taxation and Finance	The Pension Benefits Act and the Tax Act including annuities.	Policies or Program
Defence	Veterans Benefits including programs and policies that provide financial and other assistance to current and former members of the Canadian Armed Forces.	Policies or Program

Communication Techniques

Written communication
Oral communication
Grass-roots communication

Government Institutions

Bank of Canada
Canada Infrastructure Bank
Competition Tribunal (CT)
Environment and Climate Change Canada (ECCC)
Finance Canada (FIN)
Global Affairs Canada (GAC)
Health Canada (HC)
House of Commons
Indigenous Services Canada (ISC)
Infrastructure Canada (INFC)
Innovation, Science and Economic Development Canada (ISED)
Justice Canada (JC)
National Defence (DND)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Public Safety Canada (PS)
Public Services and Procurement Canada (PSPC)
Senate of Canada
Treasury Board Of Canada Secretariat (TBS)
Veterans Affairs Canada (VAC)

In-house Corporation Details

Description of activities

Manulife is a leading Canadian-based financial services group operating in 22 countries and territories worldwide. Operating as Manulife in Canada and most of Asia, and primarily through John Hancock in the United States, the Company offers clients a diverse range of financial protection products and wealth management services.

Responsible officer name and position during the period of this registration

Roy Gori, President and Chief Executive Officer

Government funding

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

In-house Corporation Contact Information

Address:
200 Bloor Street East
Toronto, ON M4W 1E5
Canada

Telephone number: 416-926-5677
Fax number: 416-926-5410

Parent Company Information

Manulife Financial Corporation / Société Financière Manuvie is not a subsidiary of any other parent companies.

Subsidiary Beneficiary Information

First North American Insurance Company / La Nord-americaine, premiere compagnie d'assurance
- 2 Queen Street East
  6th Floor
  Toronto, ON M5C 3G7
  Canada
John Hancock Life Insurance Company (U.S.A.)
- 38500 Woodward Avenue
  Suite 250
  Bloomfield Hills, MI 48304
  United States of America
Manulife Bank of Canada
- 500 King Street North
  Waterloo, ON N2J 4C6
  Canada
Manulife Trust Company / Societe de fiducie Manuvie
- 500 King Street North
  Waterloo, ON N2J 4C6
  Canada
The Manufacturers Life Insurance Company / La Compagnie d'Assurance-Vie Manufacturers
- 200 Bloor Street East
  Toronto, ON M4W 1E5
  Canada

Lobbyists Details

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

James D. Gallagher, EVP and General Counsel | No public offices held
Roy Gori, President and Chief Executive Officer | No public offices held
Rahim Hirji, EVP and Chief Auditor and Head of Advisory Services | No public offices held
Naveed Irshad, CEO, Manulife Canada | No public offices held
Paul R. Lorentz, SEVP and President & CEO, Wealth and Asset Management | No public offices held
Matthew MacInnis, Global Head of Corporate Tax | No public offices held
Colin Simpson, SEVP and Chief Financial Officer | No public offices held
Halina von dem Hagen, Chief Risk Officer | No public offices held

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

Christopher Donnelly, Vice President and Counsel, Regulatory and Public Affairs | No public offices held
Maryscott Greenwood, Global Head of Regulatory and Public Affairs | No public offices held
Deanne Leifso, Director, Regulatory and Government Affairs | No public offices held
Michel Paquet, Vice-président adjoint et Conseiller juridique Affaires réglementaires et relations publiques | No public offices held
Joe Whitney, Director, Regulatory and Public Affairs | No public offices held

Manulife Financial Corporation/Société Financière Manuvie

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
Manulife Financial Corporation/Société Financière Manuvie	2008-07-23	current

The following names have been used before July 2, 2008

Manulife Financial Corporation/Société Financière Manuvie

Manulife Financial Corporation / Société Financière Manuvie

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
Roy Gori	2017-10-01	Current
Donald Guloien	2009-07-17	2017-10-01
Dominic D'Alessandro	2005-08-18	2009-07-17

Date Modified:: 2024-12-05

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Registration - In-house Corporation

Manulife Financial Corporation / Société Financière Manuvie / Roy Gori, President and Chief Executive Officer

Registration Information

Associated Communications

Version 49 of 52 (2024-04-01 to 2024-04-01)

Version 49 of 52 (2024-04-01 to 2024-04-01)

Subject Matter Details

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