Registry of Lobbyists
CFA Societies Canada Inc.
| Subject matters | Details | Categories |
|---|---|---|
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Budget
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- 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.
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Regulation, Policies or Program, Legislative Proposal, Bill or Resolution
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Consumer Issues, Industry, Taxation and Finance
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- 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), and for generalized tax reform to serve investors, grow investment and productivity, and to ensure the vitality and future of the asset and investment management sectors in Canada.
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Policies or Program, Legislative Proposal, Bill or Resolution, Regulation
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Economic Development, Internal Trade, International Trade
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- 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.
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Legislative Proposal, Bill or Resolution, Policies or Program, Regulation
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Education, Financial Institutions, Pensions, Taxation and Finance
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- Education - Discussion on and expansion of 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.
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Regulation, Legislative Proposal, Bill or Resolution, Policies or Program
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Employment and Training, Labour, Small Business
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- Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication. To ensure Canada remains a world-class home and educator of financial and investment talent.
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Policies or Program, Regulation, Legislative Proposal, Bill or Resolution
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Climate, Consumer Issues, Environment, International Trade, Taxation and Finance
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- Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters.
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Legislative Proposal, Bill or Resolution, Regulation, Policies or Program
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Financial Institutions
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- Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.
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Legislative Proposal, Bill or Resolution, Regulation, Policies or Program
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Economic Development, Federal-Provincial Relations, Financial Institutions, Foreign Affairs, Internal Trade, International Relations, International Trade, Taxation and Finance
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- Internal and International Trade - Advocate for the reduction of interprovincial trade barriers (particularly those related to the asset/investment management industry, financial sector, and related service sectors of the Canadian economy). Advocate for the expansion of international trade agreements to grow the Canadian asset/investment management industry, financial sector, and related service sectors of the Canadian economy. Advocate for an increase in exports of asset/investment management services from Canada to abroad, and to increasingly establish Canada as a world-leading center for these industries.
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Legislative Proposal, Bill or Resolution, Regulation, Policies or Program
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Constitutional Issues, Financial Institutions, Justice and Law Enforcement
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- Justice and Law Enforcement & Constitutional Issues: Jurisdictional issues related to the financial services market. To advocate for more effective investigation, prosecution, and generally enforcement of financial-related criminal activity including criminal and quasi-criminal offences including but not limited to securities, money laundering, and terrorist financing.
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Legislative Proposal, Bill or Resolution, Policies or Program, Regulation
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Immigration, Labour
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- Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs.
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Policies or Program, Regulation
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Pensions
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- Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers.
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Policies or Program, Regulation
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Consumer Issues, Financial Institutions, Privacy and Access to Information
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- Privacy and Access to Information - Discussion of privacy regulation as it relates to regulation of securities, investment management and financial services. Inclusive of data portability, consumer rights relating to personal data, and open banking.
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Regulation, Policies or Program, Legislative Proposal, Bill or Resolution
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Financial Institutions, Taxation and Finance
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- 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.
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Legislative Proposal, Bill or Resolution, Regulation, Policies or Program
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