Registration - Consultant

Portfolio Management Association of Canada / BRUCE HARTLEY, Consultant

Registration Information

Client name: Portfolio Management Association of Canada
Lobbyist name: BRUCE HARTLEY, Consultant
Initial registration start date: 2016-12-07
Registration status: Active
Registration Number: 776913-359096

Associated Communications

Total Number of Communication Reports: 9

Monthly communication reports in the last 6 months: 0

Version 4 of 4 (2024-05-13 to present)

Registration versions:

Version 4 of 4 (2024-05-13 to present)

Lobbying Information

Subject Matter Details

Details Regarding the Identified Subject Matter
Subject matters	Details	Categories
Consumer Issues, Financial Institutions, Pensions	Ensure the implementation of Bill C-25, Pooled Registered Pension Plans Act	Legislative Proposal, Bill or Resolution

Communication Techniques

Written communication
Oral communication

The lobbyist has arranged or expects to arrange one or more meetings on behalf of the client between a public office holder and any other person in the course of this undertaking.

Government Institutions

Finance Canada (FIN)
House of Commons
Prime Minister's Office (PMO)
Senate of Canada

Client Details

Government funding

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

Client Contact Information

Address:
110 Yonge Street, Suite 1602
Toronto, ON M5C 1T4
Canada

Telephone number: 416-504-7018
Fax number: 416-504-1117

Client representative

Katie Walmsley, President

Parent Company Information

Portfolio Management Association of Canada is not a subsidiary of any other parent companies.

Coalition Members Information

Portfolio Management Association of Canada is not a coalition.

Individual, organization or corporation with a Direct Interest Beneficiary Information

The activities of Portfolio Management Association of Canada are not controlled or directed by another individual, organization or corporation with a direct interest in the outcome of this undertaking.

Subsidiary Beneficiary Information

Portfolio Management Association of Canada does not have any subsidiaries that could have a direct interest in the outcome of the undertaking

Lobbyist Details

BRUCE HARTLEY | Public offices held

Business address:
Suite 820
45 O'Connor
Ottawa, ON K1P 1A4
Canada

Telephone number: 613-569-3200 Ext. 221
Fax number: 613-569-4055

Consultant Firm and Address

Firm: Prospectus Associates in Corporate Development

Address:
45 O'Connor Street, Suite 820
OTTAWA, ON K1P 1A4
Canada

Telephone number: 613-569-3200 Ext. 221
Fax number: 613-569-4055

Portfolio Management Association of Canada

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
Portfolio Management Association of Canada	2024-05-13	current
Portfolio Management Association of Canada	2016-12-07	2024-05-13

Portfolio Management Association of Canada

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

BRUCE HARTLEY, Prospectus Associates in Corporate Development (Consultant)

Learn more...

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 15^th 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.

Results 1-9 of 9

Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- Wayne Easter, Member of Parliament | House of Commons
Subject Matter of the communication: Pensions, International Trade, Taxation and Finance
Communication date: 2021-03-12
Posted date: 2021-03-15
Communication number: 359096-499723 View associated registration
Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- Dominic Cormier, Policy Advisor | Prime Minister's Office (PMO)
Subject Matter of the communication: Pensions, Financial Institutions, Taxation and Finance
Communication date: 2020-02-05
Posted date: 2020-02-15
Communication number: 359096-465058 View associated registration
Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- Sean Fraser, Parliamentary Secretary to the Minister of Finance | Member of Parliament for Central Nova | House of Commons
Subject Matter of the communication: Pensions, Financial Institutions, Taxation and Finance
Communication date: 2020-01-28
Posted date: 2020-02-15
Communication number: 359096-464337 View associated registration
Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- Elizabeth Cheesbrough, Director of Policy | Office of the Minister of Middle Class Prosperity and Associate Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Pensions, Financial Institutions, Taxation and Finance
Communication date: 2020-01-28
Posted date: 2020-02-15
Communication number: 359096-464335 View associated registration
Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- Wayne Easter, Member of Parliament for Malpeque | House of Commons
Subject Matter of the communication: Pensions, Financial Institutions, Taxation and Finance
Communication date: 2020-01-28
Posted date: 2020-02-15
Communication number: 359096-464332 View associated registration
Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- Wayne Easter, Member of Parliament for Malpeque | House of Commons
Subject Matter of the communication: Pensions, International Trade, Financial Institutions, Taxation and Finance
Communication date: 2018-09-26
Posted date: 2018-10-15
Communication number: 359096-435929 View associated registration
Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- Ben Chin, Chief of Staff | Office of the Minister of Finance | Finance Canada (FIN)
Subject Matter of the communication: Pensions, Financial Institutions, Taxation and Finance
Communication date: 2018-08-16
Posted date: 2018-09-15
Communication number: 359096-433658 View associated registration
Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- Greg Fergus, Member of Parliament for Hull—Aylmer | House of Commons
Subject Matter of the communication: Pensions, Financial Institutions, Taxation and Finance
Communication date: 2018-08-16
Posted date: 2018-09-15
Communication number: 359096-433655 View associated registration
Portfolio Management Association of Canada
Consultant: BRUCE HARTLEY

Designated Public Office Holders who participated in the communication:
- François-Philippe Champagne, Parliamentary Secretary to the Minister of Finance | Member of Parliament for Saint-Maurice — Champlain | Finance Canada (FIN)
Subject Matter of the communication: Pensions, International Trade, Financial Institutions, Taxation and Finance
Communication date: 2016-12-14
Posted date: 2017-01-16
Communication number: 359096-391299 View associated registration

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Executive Assistant to the Prime Minister Prime Minister's Office, Prime Minister's Office	August 1995 to December 2003	Not a designated office
Legislative Assistant to the Prime Minister Prime Minister's Office, Prime Minister's Office	November 1993 to August 1995	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Executive Assistant to the Prime Minister Prime Minister's Office, Prime Minister's Office	August 1995 to December 2003	Not a designated office
Legislative Assistant to the Prime Minister Prime Minister's Office, Prime Minister's Office	November 1993 to August 1995	Not a designated office

Date Modified:: 2024-04-04

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Registration - Consultant

Portfolio Management Association of Canada / BRUCE HARTLEY, Consultant

Registration Information

Associated Communications

Version 4 of 4 (2024-05-13 to present)

Version 4 of 4 (2024-05-13 to present)

Subject Matter Details

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 Firm and Address