Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.
CALU Special Report: 2025 CLHIA – CRA Roundtable
This publication provides the full text of questions from CALU and written responses from the Canada Revenue Agency (CRA) addressed during the Canadian Life and Health Insurance Association (CLHIA) ...
Budget Implementation Bill introduced
This Tax Byte provides a summary of tax measures that are – and are not – included in the federal government’s Budget 2025 Implementation Act, No. 1 introduced on ...
CALU Special Report: Federal Budget 2025
This CALU Special Report discusses measures of greatest interest to our members and their clients from the tabling of the federal Budget 2025, Canada Strong, earlier today. We extend our thanks ...
CALU reacts to Budget 2025
CALU’s reaction to Budget 2025 including highlights of particular interest to leaders in the life insurance and financial advisory industry. Download now
Group benefit plans and shareholder benefits
This “Tax Byte” discusses a recent Canada Revenue Agency (CRA) technical interpretation on the taxable benefit issues that can arise where supplemental health benefits are offered to a limited ...
Letter to Department of Finance on Employee Life and Health Trusts (ELHTs)
This letter to the Department of Finance provides additional recommendations on certain Employee Life and Health Trust (ELHT) rules that were proposed in their August 15, 2025, legislative package. ...
INFOexchange 2025 vol. 3 is now available!
In this year's third edition of INFOexchange, you’ll read: ✔️ Message from CALU’s Chair of the Board of Directors for 2025-2026, Sterling Rempel ✔️ Advocacy update from the Chair ...
CALU submission to Finance Canada in response to draft legislative proposals
CALU’s submission to Finance Canada in response to draft legislative proposals released on August 15, 2025 including in relation to: Capital Gains Rollover Employee Ownership Trust Capital Gains Exemption ...
Finance Canada releases draft tax legislation
Read a brief overview of the draft legislation recently released by Finance Canada for consultation including the following measures: Capital gains rollover Employee Ownership Trusts Trust reporting The publication ...
CALU 2025 pre-budget submission to Finance Canada
Our pre-budget submission to Finance Canada in advance of Budget 2025 recommends that the federal government: Promptly begin its promised review of the corporate tax system, including a focus ...
Mentorship Program for 2025-2026
CALU is delighted to offer a mentorship program as a member benefit through April 2026. The Mentorship program is intended to enable CALU members with many years of industry ...
CALU 2025 pre-budget submission to the Standing Committee on Finance (FINA)
CALU’s pre-budget submission to the Standing Committee on Finance (FINA) in advance of Budget 2025. It recommends that the federal government: Promptly begin its promised review of the corporate ...
