Lobbied Canada

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Laura Paglia

CFFiM Canadian Forum for Financial Markets5 communications in the past year

Lobbies for

CFFiM Canadian Forum for Financial Markets

4

Advocating for incorporated business structures for investment advisors. Advocating for a data driven and clearly scoped National Anti Fraud Strategy that leverages existing regulatory and law enforcement capabilities to avoid duplicative obligations for federally regulated financial institutions. Communicating about anti-money laundering issues, tax issues, and tax incentives as they apply to financial services firms and investors. This includes the proposed policy change to the application of GST/HST requirements for trailing commissions under the Excise Tax Act, and the securities bare trust exemption in the Income Tax Act. Promoting competition in Canadian financial markets, including by giving Canadians greater control over their financial data through open banking and facilitating account switching. Develop a stand-alone rare earth strategy that includes a roadmap for processing, refining, and downstream applications. Advocating for harmonization and modernization of Canada’s deposit insurance system by increasing coverage limits, streamlining deposit insurance categories, and enhancing transparency to strengthen financial stability and competition. Communicating about improvements to existing registered plans and advocating for the modernization of qualified investment rules in Canada, specifically to – Registered Retirement Savings Plans (RRSPs), Registered Retirement Income Funds (RRIFs), Registered Education Savings Plans (RESPs), Registered Disability Savings Plans (RDSPs), Deferred Profit Sharing Plans (DPSPs), Tax-Free Savings Accounts (TFSAs), Pooled Registered Pension Plans (PRPPs) and First Home Savings Accounts (FHSAs). Advocating for harmonization of financial market regulation, including a national securities regulator and a reduction in overlapping and duplicative regulators and regulation. Communicating about and promoting the adoption of an enterprise investment scheme.