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Jeffrey Li

Policy Advisor, Finance Canada (FIN)72 communications in the past year

Lobbied by

INSURANCE BUREAU OF CANADA/BUREAU D'ASSURANCE DU CANADA

6

Efforts to modernize federal privacy legislation and regulate artificial intelligence. An Act respecting cyber security, amending the Telecommunications Act and making consequential amendments to other Acts and its application to the insurance industry (C-8) Issues relating to emergency preparedness, response and recovery including a National Recovery Strategy, and the creation of a National Emergency Management Agency Expansion of the trade credit insurance market in Canada Proposed public-private partnership with the insurance industry to better protect Canadians in the event of a major earthquake. Issues relating to flooding including the creation of a low-cost high-risk National Flood Insurance program in partnership with the P&C insurance industry. Other issues include flood mapping and infrastructure investment. Developing a national approach and vehicle safety standards for the deployment of connected and automated vehicles Implementation of the National Adaptation Strategy and other issues relating to climate adaptation and including modernization of DFAA, DMAF, and infrastructure investments. Changes to the Minimum Capital Test (MCT) and solvency regulations. Changes to the reinsurance framework. Changes to other guidelines (i.e. Guidelines B10, B13, B15; Guidelines E13, E21, E23, etc.). Implementation of the national auto theft strategy and other solutions to combat the theft of vehicles in (and illegal export of vehicles from) Canada. National Coordination of provincial stolen and wrecked vehicle programs. (Transport Canada), with regard to allowing the exchange of information in order to prevent the fraudulent "re-VINing" of vehicles. This refers to the practice of changing the Vehicle Information Number (VIN) on a stolen or wrecked vehicle, thus facilitating its fraudulent re-sale. Financial sector policy and regulatory changes pursuant to the implementation of the United States-Mexico-Canada Agreement (USMCA), formerly North American Free Trade Agreement.

Nukik

5

Seeking repayable and non-repayable contributions towards the development of the Kivalliq Hydro-Fibre Link.

Seeking repayable and non-repayable contributions towards the development of its Hydro-Fiber link.

Ongoing communications with federal government officials to raise awareness about the Kivalliq Hydro-Fibre Link (a major inter-tie green infrastructure project to connect Nunavut to Canada's national electricity grid and bring fibre-optic to the region) and to secure the necessary funding for this nation-building project to proceed.

SUSSEX STRATEGY GROUP

Kee Tas Kee Now Tribal Council

4

Engage with government in support of critical infrastructure on-reserve, such as educational and community facilities. Specifically in regard to Bill C-5, One Canadian Economy, and potential funding opportunities related to infrastructure, such as Green and Inclusive Community Buildings and First Nation Infrastructure Fund. In particular, aiming to secure commitments and action plans on key priorities, including Treaty Land Entitlement and Annuity Settlements, improved public safety and emergency management, with a focus on wildfire response.

Seeking potential funding opportunities related to infrastructure, such as Green and Inclusive Community Buildings and First Nation Infrastructure Fund. In particular, aiming to secure commitments and action plans on key priorities, including Treaty Land Entitlement and Annuity Settlements, improved public safety and emergency management, with a focus on wildfire response Engage with government in support of critical infrastructure on-reserve, such as educational and community facilities. Specifically in regard to Bill C-5, One Canadian Economy: An Act to enact the Free Trade and Labour Mobility in Canada Act and the Building Canada Act

Strategies North Advisory

Public Service Alliance of Canada

4

Educating and informing Canadian government officials and Parliamentarians about the impacts and risks of eliminating public service workers to the policies and programs on which people rely. Advocating for fair pension and retirement benefits for PSAC-Customs and Immigration Union members with the Government of Canada. Amend the policies within the Public Service Superannuation Act (PSSA) that determine when an individual may qualify for full benefits. Eligibility criteria was changed in the 2012 federal Budget for new participants as of January 1, 2013.

Crestview Strategy

CANADIAN IMPERIAL BANK OF COMMERCE ( CIBC)

3

The Proceeds of Crime (Money Laundering) and Terrorist Financing Act, initiatives for enhancement of reporting mandatory information, and risk assessment methodology. The introduction of policies, programs or legislation related to "Open Banking". The Canadian labour force and labour mobility as it relates to the Express Entry program. Policies related to Canadian economic growth, and international trade. Policies related to Canada's development of natural resources. Policies related to asset recycling and industry investment in public infrastructure development . Policies and programs that affect the Canadian housing market and lending practices. Policies and programs related to gender diversity, inclusion and accessibility. Personal Information Protection and Electronic Documents Act (PIPEDA), the Privacy Act, and any legislation and associated regulations with regard to privacy and security, identity theft risks, use and protection of information Payment Processing System with regard to rates, fees, oversight of credit and debit procedures Office of the Superintendent of Financial Institutions Act (OSFI) and regulations, in respect of regulatory compliance for banks Immigration policies and programs to address labour shortages and market needs. Canadian Payments Act, as it applies to applicable legislative reviews and the government's Payment's Modernization initiative. Canada Labour Code, Parts II and III Bank Act and regulations, in respect of the five year financial system review, as well as any changes resulting from the review.

Wealthsimple Investments

3

Engage with government on the impact global events and policies have on Canadian financial services. Provide input on legislation and policies related to financial fraud and scams including perspectives on the National Anti-Fraud Strategy Engage with government on commitments made in Budget 2025 related to increasing competition and affordability for financial services. Provide input on the range of tax filing services available to Canadians as the Canada Revenue Agency (CRA) develops its automatic tax filing plan. Provide input on the federal Financial Sector Legislative Review, including sharing perspectives on the digitalization of money Engage with government to share our experience with registered savings accounts (including the FHSA) Engage with government to ensure Retail Payments Activities Act Regulations reflect existing requirements for prudentially regulated financial institutions including those regulated at the provincial or territorial level. Engage with government support the implementation of open banking, payments modernization and the real time rail with a focus on benefits for individual Canadians and small businesses Bill C-27, Digital Charter Implementation Act as it relates to data portability, privacy and enabling consumer benefits of open banking

Agnico Eagle Mines

2

To engage and advocate for the economic and social benefits of mining to the Canadian economy, including Indigenous economic reconciliation, with investment-friendly policies regarding regulatory system, support for decarbonization, skills training and critical mineral development. To raise awareness with government officials with respect to the Company's development plans for new mining projects in Nunavut, including employment and training, opportunities and benefits for Inuit people and communities, the Company’s consultation and environmental management programs, and additional environmental sustainability opportunities in line with government and Inuit priorities and policies. To raise awareness with government officials with respect to the Company's development plans for mining projects in Ontario and Quebec, including employment and training, opportunities and benefits for Indigenous peoples and local communities, and the Company’s consultation and environmental management programs. To raise awareness with government officials and departments on the need for major infrastructure investment in the Arctic, including high speed internet infrastructure in Nunavut to support industry and community needs and enhance opportunities and economic linkages. To engage and raise awareness with government officials and departments on the need for clean energy infrastructure development in the Kivalliq and Kitikmeot regions of Nunavut. Energy alternatives will significantly reduce the need to rely 100% on diesel generation as the only source of energy in these areas, significantly reducing GHG emissions and improving economic development opportunity for communities and industry.

Bluesky Strategy Group

Archdiocese of Toronto

2

Lobbying to discuss the merits of the Federal Government's Privately Sponsored Refugees (PSRs) program and continuing the Economic Mobility Pathways Pilot.

Pathway Group

BC Centre for Innovation and Clean Energy (o/a NorthX Climate Tech)

2

Communicating with government officials about obtaining additional government funding for climate hard tech solutions.

Barrack Hill Public Affairs

Canadian Bankers Association

2

Discussions relating to the legislative, regulatory, and policy developments related to digital currencies and cryptoassets Providing input on the prudential regulation of the banking sector Providing input on amendments to the Bank Act Providing input on federal budget measures that may impact the banking sector Discussions on supporting women’s advancement, career opportunities, and equitable outcomes in the financial services sector Discussing the Accessible Canada Act with the purpose of identifying, removing and preventing barriers for people with disabilities Discussions on strategies to mitigate tariff risks and navigate the review of the Canada-United States-Mexico Agreement Providing input on effective Artificial Intelligence regulation to balance risks and foster innovation Providing input on the regulatory framework to facilitate the process to become a federal credit union and support their operations Discussing plans on the Data Collection Modernization initiative Providing views on the Macroeconomic Stress Test (MST) 2.0 review Discussing Bill C-27 – Digital Charter Implementation Act, 2022, relating to the privacy and artificial intelligence provisions Discussions relating to the efficiency and effectiveness of the financial sector regulatory system Discussions on consumer issues relating to potential postal strike ensuring an appropriate scope of guidance Providing inputs on criminal interest rate as it relates to the calculation of the rate and exclusions Office of the Superintendent of Financial Institutions guidelines with respect to capital adequacy requirements, prudential limits and restrictions, accounting and disclosure, and sound business and financial practices Providing inputs on OSFI regulations and draft guidelines including in connection with culture, integrity and security, third-party risk, and operational risk Providing input on the development of the Consumer-Driven Banking Framework Providing inputs on Basel III Implementation with respect to capital floor phase-in and risk weights Providing inputs on Competition Act amendments Personal Information Protection and Electronic Documents Act (PIPEDA): seeking workable, practical approaches in the reform of PIPEDA Excise Tax Act with respect to Goods and Services Tax (GST) and Harmonized Sales Tax (HST) Support the development of an innovative, efficient, and secure payments ecosystem in Canada that benefits consumers Support the goals outlined in the National Cyber Security Strategy and collaborate with government, including the Canadian Centre for Cyber Security, to strengthen Canada’s cyber resiliency The Access to Basic Banking Services: seeking to clarify appropriate identification for opening accounts and to make account opening procedures more workable U.S. Mexico Canada Agreement (USMCA), trade agreements with other jurisdictions, World Trade Organization rules regarding cross-border trade in financial services Support the Government initiative of modernizing the Employment Equity Act and provide input to further strengthen the Act. Discussion relating to agricultural financing, including the efficient administration of the Advance Payments Program and the Canada Loan Administration Act Discussions relating to the development of Financial Consumer Protection Framework and voluntary commitments to promote protection for consumers Capital markets statutory, regulatory and self-regulatory organization regime applicable to banks as corporate issuers and their provincially regulated subsidiaries that are capital markets participants Discussion relating to housing finance framework, including reforms to expand housing supply, mortgage underwriting regulations and covered bonds Providing inputs on climate standards and disclosures Corporate governance statutory and regulatory regime for banks Canada Labour Code with respect to (i) impact on bank management of human resources, (ii) review of Part III of the Canada Labour Code, (iii) flexible work

Recent activity

Jul 22, 2026
Jul 6, 2026
Rudolph Damas contacted Jeffrey Li on behalf of SAP Canada
Jun 17, 2026
Aidan Gomez contacted Jeffrey Li on behalf of Cohere
May 25, 2026
May 21, 2026
Grace Baxter contacted Jeffrey Li on behalf of Purolator
May 20, 2026
Dorothy Eng contacted Jeffrey Li on behalf of Code for Canada
Apr 29, 2026
Mar 19, 2026
Nathan Carr contacted Jeffrey Li on behalf of K'UUL Power
Greg D'Avignon contacted Jeffrey Li on behalf of K'UUL Power
Feb 10, 2026
Feb 4, 2026
Dec 1, 2025
Nov 14, 2025
Nov 7, 2025
Oct 31, 2025
Dan Lovell contacted Jeffrey Li on behalf of Nukik
Oct 23, 2025
Oct 21, 2025
Oct 16, 2025