Lobbied Canada

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Paul Morrison

Special Advisor, Innovation, Science and Economic Development Canada (ISED)2 communications in the past year

Lobbied by

CST Foundation

2

Policy reforms to modernize the Registered Education Savings Plan (RESP) and Canada Education Savings Grant (CESG) to improve accessibility, equity, and effectiveness of education savings supports. Policy regarding the treatment of Registered Education Savings Plans under Canada's bankruptcy laws. Policy regarding the implementation of automatic enrolment in the Canada Learning Bond.

Foresight Strategic Advisors

CAAT Pension Plan

1

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.

Canadian Life and Health Insurance Compensation

1

Potential reform of Insurance Companies Act. Development of a policy framework to strengthen Canada’s insurance resolution regime, including the potential establishment of a designated insurance resolution authority.

StrategyCorp