Registration - Consultant

Conference for Advanced Life Underwriting / Angela Ross, Member of the organization

Registration Information

Client name: Conference for Advanced Life Underwriting
Lobbyist name: Angela Ross, Member of the organization
Initial registration start date: 2016-03-18
Registration status: Inactive
Registration Number: 850314-357315

Associated Communications

Total Number of Communication Reports: 0

Monthly communication reports in the last 6 months: 0

Version 4 of 8 (2018-11-28 to 2018-11-29)

Registration versions:

Version 4 of 8 (2018-11-28 to 2018-11-29)

Lobbying Information

Subject Matters

Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution

Income Tax Act (Canada) with respect to family business succession, life insurance premium policy deductions, life insured annuity policies, segregated funds, life interest trusts, tax-free savings accounts, and tax on split income.

Communication Techniques

Written communication
Oral communication

Government Institutions

Canada Revenue Agency (CRA)
Finance Canada (FIN)

Client Details

Government funding

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

Client Contact Information

Address:
600 - 170 Laurier Ave W
Ottawa, ON K1P 5V5
Canada

Telephone number: 613-523-4112
Web address: www.calu.com

Client representative

Guy Legault, President

Parent Company Information

Conference for Advanced Life Underwriting is not a subsidiary of any other parent companies.

Coalition Members Information

Conference for Advanced Life Underwriting is not a coalition.

Individual, organization or corporation with a Direct Interest Beneficiary Information

The activities of Conference for Advanced Life Underwriting are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking.

Subsidiary Beneficiary Information

Conference for Advanced Life Underwriting does not have any subsidiaries that could have a direct interest in the outcome of the undertaking

Lobbyist Details

Angela Ross | No public offices held

Business address:
5700 Yonge Street, Suite 1900
Toronto, ON M2M 4K7
Canada

Telephone number: 416-218-1541
Fax number: 416-814-3200

Consultant relationship to the client

The registrant is a member of this organization.

Consultant Firm and Address

Firm: PricewaterhouseCoopers LLP / PricewaterhouseCoopers LLP

Address:
18 York Street, Suite 2600
Toronto, ON M5J 0B2
Canada

Telephone number: 416-218-1541
Fax number: 416-814-3200

Conference for Advanced Life Underwriting/

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
Conference for Advanced Life Underwriting/	2016-03-18	2022-06-15

The following names have been used before July 2, 2008

Conference for Advanced Life Underwriting/

Conference for Advanced Life Underwriting

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

Date Modified:: 2024-04-04

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Registration - Consultant

Conference for Advanced Life Underwriting / Angela Ross, Member of the organization

Registration Information

Associated Communications

Version 4 of 8 (2018-11-28 to 2018-11-29)

Version 4 of 8 (2018-11-28 to 2018-11-29)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Communication Techniques

Government Institutions

Government funding

Client Contact Information

Client representative

Parent Company Information

Coalition Members Information

Individual, organization or corporation with a Direct Interest Beneficiary Information

Subsidiary Beneficiary Information

Consultant relationship to the client

Consultant Firm and Address

Registration - Consultant

Conference for Advanced Life Underwriting / Angela Ross, Member of the organization

Version 4 of 8 (2018-11-28 to 2018-11-29)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Communication Techniques

Government Institutions

Government funding

Client Contact Information

Client representative

Parent Company Information

Coalition Members Information

Individual, organization or corporation with a Direct Interest Beneficiary Information

Subsidiary Beneficiary Information

Consultant relationship to the client

Consultant Firm and Address

Conference for Advanced Life Underwriting/

The following names have been used on or after July 2, 2008

The following names have been used before July 2, 2008

Conference for Advanced Life Underwriting

Angela Ross, PricewaterhouseCoopers LLP / PricewaterhouseCoopers LLP (Consultant)