Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.
Submission on draft legislation governing ELHTs
CALU provided further input to the Department of Finance, regarding draft legislation contained in the Budget Implementation Act 2021, governing Employee Life and Health Trusts (ELHTs). This submission, which ...
Canadian Business Resilience Network calls on the Prime Minister for national economic re-opening plan
CALU joined with the Canadian Business Resilience Network of the Canadian Chamber of Commerce to call on the Rt. Hon. Justin Trudeau, Prime Minister of Canada to take action. The ...
CRA cautions against TFSA maximizer schemes
The Canada Revenue Agency (CRA) is warning Canadians about participating in tax schemes where promoters are claiming that individuals can transfer funds out of their registered retirement savings plan (RRSP) or registered retirement income fund (RRIF) into a tax-free savings account (TFSA) without paying taxes and without regard to the annual TFSA contribution limit.
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.
Nomination de Barry Pascal à titre de président de CALU
OTTAWA (Ontario), le 5 mai 2021 — Barry Pascal, MFA-P, TEP, a été élu président du conseil d’administration de CALU pour le mandat de 2021 à 2022. Barry est un ...
Barry Pascal appointed CALU chair
OTTAWA, ON, May 05, 2021 — Barry Pascal, MFA-P, TEP, has been elected chair of the board for the Conference for Advanced Life Underwriting (CALU) for the 2021-2022 term. Barry ...
CALU 2020-2021 Year-In-Review
Have a look at the year that was in the CALU 2020-21 Year in Review.
INFOexchange – 2021, Vol.1
In this issue: Finding the Opportunities in a Year of Challenges, by chair Cindy David; Budget 2021 highlights by GR Committee chair, Adrian George
CALU Strategic Plan 2021-2023
CALU’s board of directors and staff have created a strategic plan to guide CALU through the next three years. In developing CALU’s 2021-23 Strategic Plan, the board set out ...
Guy Legault recognized with CSAE Pinnacle Award
CALU president and CEO Guy Legault’s exceptional contributions to association leadership and the Canadian association community have been recognized with a CSAE Pinnacle Award. This award celebrates sustained commitment and ...
Celebrating our volunteers
National Volunteer Week is a time to recognize and celebrate the many contributions made by Canada’s volunteers. CALU has a particularly proud history as a volunteer-driven organization; over 100 members volunteer on CALU’s 18 committees, issue groups and, of course, our board of directors.
CALU Special Report – Budget 2021: Government moves forward with its post-pandemic vision for Canada
On April 19, 2021, Finance Minister Freeland tabled her first federal budget (“Budget 2021”), entitled “A Recovery Plan for Jobs, Growth, and Resilience.”