James Wu

Communication with officials regarding how pension plans can support greater infrastructure investments in Canada. Communication with officials regarding climate and sustainability policies as they apply to financial institutions including pension plans. Communication with officials regarding the federal government reissuing Real Return Bonds (RRBs) Exploring areas of opportunity to expand pension coverage across Canada. Describing ways that pensions can be delivered to Early Childhood Educators (ECEs). Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs). Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians. Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan.

Advocate for changes to facilitate adoption of auto features for retirement savings. Advocate for legislative or regulatory changes to allow for automatic features in workplace pension plans. Discussions related to the implementation of CRA Notice 344 Consultation on the National Strategy on mental health of men and boys Discussions related to Bill S-5 Connected Care for Canadians Act. FCAC direction to update complaint-handling information for insurers Discussions related to drug pricing, including decisions, policies and processes of the Patented Medicine Prices Review Board (PMPRB) Discussions related to supply and shortages of drugs in Canada, including the Multi-Stakeholder Steering Committee. Discussions related to regulatory burden, including “cutting red tape”. Impacts on Canadian insurers of proposed U.S. tax measures. Discussions relating to the efficiency and effectiveness of the financial sector regulatory system as it pertains to insurance companies. Discussing plans on the Data Collection Modernization initiative Promotion of a broader range of investments by insurance companies (e.g., farmland, timberland, fintechs) Statutory review of the Insurance Companies Act as it relates to insurance products and investments. Discussions related to the implementation of national pharmacare including bilateral agreements with provinces and territories; the committee of experts on the implementation of pharmacare and the advisory panel on bulk purchasing. Promotion of pension products, including decumulation solutions. Discussions related to the implementation of the Interpretation letter on the Canada health act related to physician equivalent services. Inter-provincial harmonization and trade barriers as it relates to insurance products. Discussions related to the financial sector policy review. Office of the Superintendent of Financial Institutions (OSFI). Guidelines related to risk management, capital and accounting for insurance companies. This includes capital charges for infrastructure investments under the LICAT. International Trade with respect to opening trade relations, regulations, foreign ownership and national treatment in foreign markets, with regards to India, Europe, China, Japan, Trans-Pacific partnership (TPP), Canada-United States-Mexico Agreement (CUSMA), Plurilateral Trade In Services Agreement (TISA) and the World Trade Organization (WTO). Work to ensure that the income tax act does not put insurance companies at a competitive disadvantage. Promotion of risk-based and principles-based regulation for financial institutions regulations. Personal Information Protection and Electronic Documents Act: seeking workable approaches to privacy rules affecting life and health insurers when the Act is updated. Income Tax Regulations (section 6(1)(f) as it relates to income tax withholding on wage loss replacement plans (disability income benefits). Income Tax Regulations, Part XIV. Income Tax Regulations, Part III: Updating income tax rules for life insurance policies. Income Tax Act, Section 146: Retirement income recommendations regarding the treatment of life insurance companies; Section 146.2 (TFSAs); Section 146.3 (RRIFs). Income Tax Act, Part VI as it relates to capital tax on financial institutions. Financing infrastructure projects, as it relates to investments by insurers Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) risk-based guidance as it relates to life insurance Employment Insurance (EI) reform as it relates to disability benefits; and EI Premium Reduction Program issues. Amendments to Proceeds of Crime (Money Laundering) and Terrorist Financing rules as they affect insurance companies

Policy development activities and outreach to Government of Canada representatives related to Global Container Terminals’ current operations, future corporate development plans and matters impacting the Canadian marine transportation sector.

- Re - the Fisheries Act encouraging regulatory reform, harmonization and equivalencies amongst the regulators to reduce duplication and encourage more efficient use of resources while continuing to manage risk of existing OPG operations as it relates to fish and fish habitat. - Re - Nuclear Liability and Compensation Act with regard to language, timing and liability limit, insurance requirements and to make it compatible with the Convention of Supplementary Compensation. - Regulatory Framework for Industrial Greenhouse Gas Emissions in Canada in respect to controlling greenhouse gas and conventional air pollutant emissions in the electricity sector including advocating for a role of nuclear energy in meeting targets Regulatory approach to prohibit asbestos and products containing asbestos including advocating for reasonable timeframe to phase out all asbestos containing products. - Regulations to reduce Green House Gas (GHG) emissions from the electricity sector’s fossil fuel-fired electricity generation units, advocating the role that existing and uprated natural gas plants play in the electricity market and seeking compliance flexibility for thermal units burning gas to provide grid reliability due to regulation. Advocating for the development of low-emitting Nuclear, Hydroelectric and Hydrogen Developments in meeting targets. Regulations regarding requirements and guidance for managing fitness for duty of workers in relation to alcohol and drug use and abuse at high-security sites. Regulations regarding polychlorinated biphenyls (PCB). - Re - Federal Waterways with respect to developing tangible actions for and improved policy and practical business practices among infrastructure and operators. - Partnership discussions with Canadian Commercial Corporation. Investment discussions with Canada Infrastructure Bank and Canada Growth Fund Inc. Issues pertaining to federal legislation, policies and programs with respect to OPG's existing nuclear operations or new nuclear opportunities including small modular reactors (SMRs). Issues pertaining to federal legislation, policies and programs with respect to hydrogen. Issues pertaining to federal legislation, policies and programs related to energy storage facilities. Issues pertaining to federal legislation, policies, programs, and permits and other approvals affecting OPG’s current operations as well as other potential opportunities including in the areas of new generation development and/or other economic opportunities including electrification, as well as to support collaboration and partnership between Indigenous communities and OPG. - In respect to the Protection of Electricity Critical Infrastructure in Canada, including expediting background checks for prospective employees and contractors, changes to the Criminal Code of Canada relating to "Interference with Electricity Critical Infrastructure" (copper wire theft), "Priority Access for Electricity Critical Infrastructure Personnel to receive Vaccinations and Antivirals" and priority access to "Telecommunications Spectrum". - Energy policy and the role of Nuclear in regards to Atomic Energy of Canada Limited (AECL) restructuring. Discussion on subjects related to the MOU signed by Canada and the ITER (International Thermonuclear Experimental Reactor) to help identify the precise domains in which Canadian suppliers could export expertise and technologies on a commercial basis to the ITER Project and OPG’s interest in leading and acting as an agent for the cooperation with ITER. - Changes to the Impact Assessment Act or implementing regulations, including towards achievement of improved alignment with the ongoing licensing process for nuclear facilities under the Nuclear Safety and Control Act. - Changes to the Canada Labour Code as they apply to nuclear new build activities in respect to allowing coordination between provincial and federal labour requirements Approach to electricity used as a transportation fuel within the Fed