Donna Aronson

- 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. - 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. - 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. - 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. - 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. - 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. - Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters. - Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers. - 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. - 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. - 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. - Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs. - Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.

Advocating to prevent the proposed weakening of robust environmental impact assessment processes, species at-risk legislation, meaningful fisheries and habitat protections, and other environmental regulations and policies as outlined in the "Getting Major Projects Built in Canada" discussion paper” Advocating to amend provisions related to changes to the Pest Control Product Act in the Spring Economic Update 2026 Implementation Act (Bill C-30) and the Budget 2025 Implementation Act, No. 2 (Bill C-31) to ensure adequate protection of the environment and health. Advocating for the effective implementation of the National Strategy Respecting Environmental Racism and Environmental Justice Act (Bill C-226), including through the development of the national strategy on environmental racism and environmental justice Advocating against the expansion of oil and gas production which increases greenhouse gas emissions including via opposing a new oil pipeline to the west coast; new subsidies to enable more production of oil and gas; as well as the weakening of climate and environmental laws and regulations such as the Oil Tanker Moratorium Act, Clean Electricity Regulations, and Methane regulations. Advocating to protect and maintain the greenwashing provisions contained in the Competition Act Advocating to maintain or increase funding of federal environmental and health programs related to issues including the Enhanced Nature Legacy Fund, Chemicals Management Plan or climate emissions reduction programs Advocating for the implementation and enforcement of the Coal Regulations under the Canadian Environmental Protection Act. Advocating to oppose proposed legislative amendments to change the Pest Control Product Act to remove cyclical pesticide re-evaluations as stated in the 2025 federal budget Advocating for amending Bill C-5, An Act to enact the Free Trade and Labour Mobility in Canada Act and the Building Canada Act Advocacy for the addition of per-and polyfluoroalkyl substances (PFAS) class to schedule 1 of the Canadian Environmental Protection Act and risk management measures. Advocating for the phase out of open net fish farm technologies. Advocating for the implementation of the National Biodiversity Strategy and Action Plans. Advocating for federal policies and laws to halt and reverse the biodiversity crisis and to meet Canada’s commitments under the Global Biodiversity Framework. Meetings and advocacy with respect to the federal protected areas strategy and policies and Indigenous Protected and Conserved Areas. Advocating for the assessment, listing, risk management and regulation of substances under the Canadian Enviromental Protection Act. Meetings and Advocacy related to government laws, policies and programs regarding critical minerals and mining. Obtaining recognition of constitutionally-protected environmental rights, including the codification of these rights through the proposed Canadian Environmental Bill of Rights; Advocating to strengthen the Canadian Environmental Protection Act (CEPA) regulations and policies Advocating for regulating plastics under the Canadian Environmental Protection Act. Advocating for the implementation of the changes made to the Canadian Environmental Protection Act with passage of Bill S-5. Advocating for the adoption of recommendations provided by the Green Budget Coalition in the federal government's budget or budget bill. Statutory review of the Pest Control Products Act, engagement on Pest Control Products regulatory transformation, renewal and cancellation policy. Statutory review of the Canadian Environmental Protection Act and amendments to other toxics law policies and/or regulations including the Pest Control Products Act and the Consumer Product Safety Act. Implementing the Fisheries Act to better protect fish, fish habitat and water flows. Implementation of the Species at Risk Act in a manner that ensures protection of species-at-risk. Implementation of the Impact Assessment Act i

Statutory review of the Pest Control Products Act, engagement on Pest Control Products regulatory transformation, renewal and cancellation policy. Statutory review of the Canadian Environmental Protection Act and amendments to other toxics law policies and/or regulations including the Pest Control Products Act and the Consumer Product Safety Act. Obtaining recognition of constitutionally-protected environmental rights, including the codification of these rights through the proposed Canadian Environmental Bill of Rights; Implementing the Fisheries Act to better protect fish, fish habitat and water flows. Implementation of the Species at Risk Act in a manner that ensures protection of species-at-risk. Implementation of the Impact Assessment Act in a manner that protects the environment, including effective application of Strategic and Regional Impact Assessment provisions Banning thermal coal exports from and through Canada Advocating to strengthen the Impact Assessment Act, regulations and policies Advocating to strengthen the Canadian Environmental Protection Act (CEPA) Advocating that plastics be added to the Priority Substances List and to the List of Toxic Substances Advocating for the reform of the Competition Act. Advocating for the passage of legislation that recognizes protects the right to a healthy environment. Advocating for the passage of Bill C-230 National Strategy to Redress Environmental Racism Act Advocating for the implementation of the Canadian Environmental Protection Act. Advocating for sustainable finance regulation Advocating for strengthening Bill C-50 (the Canadian Sustainable Jobs Act). Advocating for laws to enable citizens’ right to repair products Advocating for healthy transportation Advocating for circular economy laws, strategies and policies Advocating for Bill S-243, An Act to enact the Climate-Aligned Finance Act and to make related amendments to other Acts, and which would require certain financial and other federally regulated entities to address climate change Advocating for a United Nations Global Plastics Treaty Advocating for a robust national environmental justice strategy to assess and address environmental racism and injustice Advocating for a federal Aquaculture Act that protects native species and coastal ecosystems Advocating for a Canadian climate change accountability framework Advocating for a Biodiversity Accountability Act

Housing Finance Programs and Market Infrastructure Federal housing finance programs, procurement policy and Canadian capital markets infrastructure. Participation in the Bank of Canada's Lynx program Support the development of a Canadian Green and Transition taxonomy (or investment guidelines) to help attract capital to domestic businesses, ensuring it reflects the structure of Canada’s economy, including the extractive sector. Climate and sustainability disclosures: ensure that climate and sustainability disclosure mandate proposals are calibrated to the uniqueness of Canada's capital markets and support the competitiveness of Canadian businesses. Discuss policies to support investment in critical minerals and natural resource development, including access to public markets financing and related tax incentives. Discuss federal 2026 pre-budget consultation submission, including priorities related to innovation, critical minerals, and measures to support Canadian productivity and competitiveness. Encourage greater transparency in the over-the-counter markets and discussed policies on the national regulator for securities Encourage a bond allocation incentive program and participation of Bank of Canada in the futures market Discussions and updates of, including support for, international expansion of capital market activities.

2. Discussion on policy options to allow electronic delivery of financial information and improve Canadian investors’ experience 1. Discussion on policy options to strengthen retirement security of Canadians and to build a vibrant investment industry.

Advocacy to design and fund a summer food program in Canada Updating Canadian regulations for flooding, wildfires and more including insurance for natural disasters Truth and Reconciliation Commission's Call to Action 66, with respect to equitable funding and implementation. The renewal of the Canada Water Act legislation, including the practice of co-governance and co-creation with Indigenous Governments The prioritization of British Columbia River Basins for investments through the Freshwater Action Plan The need for the Federal government to invest $1Billion in the Freshwater Action Plan Seeking strengthening of fish habitat protections and implementation of the Wild Salmon Policy and Pacific Salmon Strategy Initiative (PSSI). Regulatory development for the implementation of the modernized Fisheries Act, including the creation of Ecologically Significant Areas and rebuilding plans Regulation of genetically engineered organisms including regulatory guidance on novel foods and which plants are subject to Part 5 of the Seeds Regulations. Policies relating to the use of genetically engineered organisms in food and agriculture, in particular environment health and human safety, and public transparency. Increased support for expanding birthwork (e.g., midwifery, doula, and abortion) services in the Northwest Territories Discussing government decisions around the release of the Athabasca oil sands tailing ponds into the Athabasca River (Alberta, Northwest Territories and Federal governments) Discussing financial investment by the federal government through economic stimulus in watershed projects in British Columbia and beyond as opportunity for economic recovery and employment generation. Discussing engaging pension fund beneficiaries and supporting pension fund managers to be a part of the transition to a low-carbon economy to achieve the inextricably linked goals of pension wealth and planet health. Sharing research and discussing new laws and programs that various states and governments have been passing related to this area. Creating guidelines/adaptation strategies/resilience strategies for wildfires, droughts, flooding and climate-related disasters Advocating for Canada-USA international waters relationships and problem-solving, notably in BC, Alberta and the Great Lakes regions. Advocating establishment of a Canada Water Agency before 2023, and working with government to create a successful, meaningful Agency both at its headquarters in Winnipeg and other branches (Montreal, Burlington) Advocacy for a Federal government investment in the BC Watershed Security Fund. Advance robust policy and law reform to end Canada’s public finance for the fossil fuel sector, including by providing analysis on, the Export Development Act, Bill S-243 (An Act to enact the Climate-Aligned Finance Act and to make related amendments to other Acts), the Guidelines for Canada’s International Support for the Clean Energy Transition, and the Inefficient Fossil Fuel Subsidies: Government of Canada Guidelines. Advance robust policy and law reform to address human rights and environmental abuse in Canadian business activity abroad, including by providing analysis on, the Fighting Against Forced Labour and Child Labour in Supply Chains Act, the Customs Tariff, Bill C-262 (An Act respecting the corporate responsibility to prevent, address and remedy adverse impacts on human rights occurring in relation to business activities conducted abroad), Bill C-263 (An Act to establish the Office of the Commissioner for Responsible Business Conduct Abroad and to make consequential amendments to other Acts), and the Responsible Business Conduct Abroad strategy (2022-2027).

Discussion regarding government’s policies towards mining and critical minerals development. Discussions on the government's trade diversification policy changes and how best to operationalize for international capital flows. Discussions regarding how pension plans can help crowd in private sector investments in Canada. Impact of Bill C-5 on Canada’s economy, infrastructure, and investment environment. Discussion on how the government is using AI technology to improve processes. Discussions on regulatory approvals process for Canadian financial institutions. Discussion on importation of oyster seed to support Canadian oyster industry. Discussions regarding Brazil-Canada relations, the Brazil-Canada tax treaty, and its impact on investors. Discussions regarding Australia-Canada relations, the Australia-Canada tax treaty, and its impact on investors. Discussions regarding impact of changes to Government debt issuances on investors as it relates to the Government’s cancellation of the real return bonds program. Discussions regarding Canada’s global trade relations and impact on investors, as it relates to potential trade missions planned to Europe, Asia, and South America, and the Government’s approach to trade agreements. Discussions regarding investment in Canada’s transportation infrastructure. Impact of Bill C-281 on institutional investors as it relates to investing in the United States equity and sovereign bond markets. Discussions with the federal government concerning trade and investment relationships with the United States and Mexico as it relates to the risk and impact on the Canadian investors in those countries. Seeking to provide perspectives from Canadian institutional investors concerning Government policies to create greater investible opportunities to improve productivity and growth in Canada’s economy and infrastructure. Federal Investment Regulations and Rules with respect to permitted investments