Registry of Lobbyists
Version 1 of 68 (2007-07-30 to 2007-09-07) was submitted prior to the Lobbying Act coming into force on July 2, 2008. Due to different information requirements at that time, the registration is presented in the following format.
| Organization: |
Canadian Life and Health Insurance Association Inc. / Association canadienne des compagnies d'assurances de personnes inc.
SUITE 1700 - 1 QUEEN STREET EAST TORONTO, ON M5C 2X9 Canada |
| Telephone number: | 416-777-2221 Ext.: 3000 |
| Fax number: | 416-777-1221 |
| Responsible officer name and position during the period of this registration: | Frank Swedlove, President |
| Description of the organization's activities: | The Canadian Life and Health Insurance Association Inc. (CLHIA) exists to serve its members in areas of common interest, need or concern. In carrying out this mission, the Association ensures that the views and interests of its diverse membership and of the public are equitably addressed. The CLHIA is guided by six strategic objectives that drive all of its work, the three leading ones being:¿to build consensus among members on issues and concerns of importance to the industry; ¿to promote a legislative and regulatory environment in Canada favourable to the business of its members; and ¿to foster sound and equitable principles in the conduct of the business of its members. |
| Organization's membership or classes of membership: | The CLHIA currently represents 63 life and health insurers which account for 99 per cent of total Canadian premiums and 99 per cent of total Canadian assets. There is only one class of full membership and the representative is the company President. |
| Was the organization funded in whole or in part by any domestic or foreign government institution in the last completed financial year? | No |
| Name: | Jean-Pierre Bernier |
| Position title: | Vice President and General Counsel |
| Public offices held: | No |
| Name: | Leslie Byrnes |
| Position title: | Vice President, Distribution |
| Public offices held: | No |
| Name: | Peter Goldthorpe |
| Position title: | Director, Marketplace Regulation Issues |
| Public offices held: | No |
| Name: | Philip Gordon |
| Position title: | Legislative Relations Analyst |
| Public offices held: | Yes |
| Name: | Wendy Hope |
| Position title: | Vice President, External Relations |
| Public offices held: | No |
| Name: | Michelle Hunwicks |
| Position title: | Health Policy Analyst |
| Public offices held: | Yes |
| Name: | Irene Klatt |
| Position title: | Vice President, Health Insurance |
| Public offices held: | No |
| Name: | David McCulloch |
| Position title: | Senior Counsel |
| Public offices held: | No |
| Name: | Kory McDonald |
| Position title: | Assistant Vice President, Legislative Relations |
| Public offices held: | Yes |
| Name: | Peggy McFarland |
| Position title: | Director, Corporate Taxation |
| Public offices held: | No |
| Name: | Yves Millette |
| Position title: | Senior Vice President, Quebec Affairs |
| Public offices held: | No |
| Name: | Ronald Sanderson |
| Position title: | Director, Policyholder Taxation and Pensions |
| Public offices held: | No |
| Name: | Frank Swedlove |
| Position title: | President |
| Public offices held: | Yes |
| Name: | Greg Traversy |
| Position title: | Past President |
| Public offices held: | Yes |
| Name: | James Witol |
| Position title: | Vice President, Taxation and Research |
| Public offices held: | No |
| Name: | Frank Zinatelli |
| Position title: | Vice President and Associate General Counsel |
| Public offices held: | No |
| Federal departments or organizations which have been or will be communicated with during the course of the undertaking: | Canadian Human Rights Tribunal (CHRT), Competition Tribunal (CT), Finance Canada (FIN), Health Canada (HC), Human Resources Development Canada (HRDC), Industry Canada, Justice Canada (JC), Office of the Information and Privacy Commissioner (OIPC), Office of the Superindent of Financial Institutions (OSFI), Privy Council Office (PCO), Public Service Commission of Canada (PSC), Revenue Canada (RC) | ||||||||
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Communication techniques that have been used or are expected to be used in the course of the undertaking:
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Informal communications, Meetings, Presentations, Telephone calls, Written communications, whether in hard copy or electronic format | ||||||||
| Subject Matter: Areas of Concern: | Consumer Issues, Financial Institutions, Health, Industry, Intellectual Property, Internal Trade, International Trade, Justice and Law Enforcement, Taxation and Finance | ||||||||
| Subject Matter: Retrospective: | Communications with public office holders related to:¿Government initiatives relating to federal financial services rules (such as the 2006 Review, Bill C-37, the development of regulations under the Insurance Companies Act, and the development of guidelines by OSFI);¿Tax measures dealing with life insurance companies and life and health insurance policies, such as a pre-budget submission and the various technical changes;¿Health care and disability issues;¿Protection of personal information issues, including the review of the Personal Information Protection and Electronic Documents Act (PIPEDA);¿Consumer issues (such as Senate Banking Committee study);¿Bankruptcy and insolvency (such as Bill C-55);.Issues relating to Anti-Money Laundering and Anti-Terrorist Financial and Bill C-25;¿Any other matter that may have an impact on the life and health insurance industry. | ||||||||
| Subject Matter: Prospective: | Communications with public office holders are expected to relate to:¿Government initiatives relating to federal financial services rules (such as the 2006 Review, Bill C-37, the development of regulations under the Insurance Companies Act, and the development of guidelines by OSFI);¿Tax measures dealing with life insurance companies and life and health insurance policies, such as a pre-budget submission and the various technical changes;¿Health care and disability issues;¿Protection of personal information issues, including the review of the Personal Information Protection and Electronic Documents Act (PIPEDA);. Consumer issues (such as Senate Banking Committee study);¿Bankruptcy and insolvency (such as Bill C-55);.Issues relating to Anti-Money Laundering and Anti-Terrorist Financing and the implementation of Bill C-25;¿Any other matter that may have an impact on the life and health insurance industry. | ||||||||
Details Regarding the Identified Subject Matter
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This is the responsible officer name as provided in the most recent registration for the corporation or organization.
| Name | From | To |
|---|---|---|
| Canadian Life and Health Insurance Association Inc./Association canadienne des compagnies d'assurances de personnes inc. | 2024-04-03 | current |
| Canadian Life and Health Insurance Association Inc./Association canadienne des compagnies d'assurances de personnes inc. | 2009-08-28 | 2024-04-03 |
| Responsible Officer Name | From (YYYY-MM-DD) | To (YYYY-MM-DD) |
|---|---|---|
| Stephen Frank | 2017-07-01 | Current |
| Frank Swedlove | 2007-07-30 | 2017-07-01 |
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 15th 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.
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 15th 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.