Advocacy in action
CALU envisions a Canada where people in all communities have financial security. Our advocacy efforts leverage the financial expertise of our members and share that knowledge openly with government in support of informed public policy. Here are some examples of our advocacy in action.
CALU’s updated recommendations on section 84.1
CALU members will remember the enactment of Bill C-208 ...
CALU submission on Proposed Amendments to Section 84.1 to Permit Intergenerational Transfers
CALU comments to the Department of Finance on recent developments, including the recent enactment of Bill C‐208 and the subsequent Finance Canada media releases, as well as the growing experience with the exception to the Quebec Taxation Act rules that are the equivalent to section 84.1.
CALU request for comfort letter relating to the definition of the capital dividend account
CALU request for comfort letter with respect to amending ...
Pre-budget consultations in advance of the 2022 federal budget
CALU submission to the House of Commons Standing Committee on Finance with recommendations based on our public policy priorities.
Submission on draft legislation governing ELHTs
CALU provided further input to the Department of Finance, ...
CALU submission on draft legislation governing ELHTs
In this submission CALU will comment specifically on modifications to the “25%/75%” test for key employees so it will be determined at the trust (plan) level; changes that permit up to $2,500 for funding the costs of private health services plans (PHSPs) for key employees and family members; and other matters relating to the provision of health and welfare benefits for employees of small businesses.
Response to Impact of Calmusky Decision on Estate Planning
A joint submission from Advocis, The Financial Advisors Association ...
Pre-budget consultations in advance of the 2021 federal budget
CALU recommendations on the measures the federal government could ...
Response to COVID-19 pandemic minimum withdrawal rate for registered retirement income funds
A joint submission from Advocis, The Financial Advisors Association ...
Advocis/CALU joint submission on B.C.’s consultation on insurance rebating
Comments on behalf of Advocis, The Financial Advisors Association ...
CALU’s submission on draft legislation — conversion of health and welfare trusts
CALU provides feedback to the Department of Finance on ...
CALU’s 2020 federal budget submission
In July, CALU submitted its annual pre-budget brief to ...
