CFA Societies Canada Inc.

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Registration: 7 of 8 (2025-06-25 to 2026-01-14)

Details Regarding the Identified Subject Matter

Subject matters	Details	Categories
Budget	- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.	Regulation, Policies or Program, Legislative Proposal, Bill or Resolution
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).	Regulation, Policies or Program
Economic Development, Internal Trade, International Trade	- Economic Development - Matters relating to the growth and 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, Regulation, Legislative Proposal, Bill or Resolution
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, Regulation, Legislative Proposal, Bill or Resolution
Climate, Consumer Issues, Environment, International Trade, Taxation and Finance	- Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters.	Regulation, Legislative Proposal, Bill or Resolution, Policies or Program
Financial Institutions	- Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.	Regulation, Policies or Program, Legislative Proposal, Bill or Resolution
Constitutional Issues, Justice and Law Enforcement	- Justice and Law Enforcement & Constitutional Issues: Jurisdictional issues related to the financial services market.	Regulation, Policies or Program
Immigration, Labour	- Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs.	Regulation, Policies or Program
Pensions	- Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers.	Regulation, 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; service taxation; systemic risk; education and credentialing; and other associated regulations.	Legislative Proposal, Bill or Resolution, Policies or Program, Regulation