Learn more about what we do

Together we are sharing advances in strategies and practice, innovation and excellence in underwriting, shaping public policy, and promoting and protecting the health and wealth of Canadians.

Advocating for meaningful change

CALU is a non-partisan organization that advocates in support of fair and competitive fiscal practices. Through our public policy priorities, we seek to promote innovation and excellence in advanced life planning, share advances related to complex tax and financial rules, and grow and protect the financial well-being of Canadians and family businesses.

Sharing knowledge, research, and expertise

We provide our members with a collaborative environment that promotes shared learning, professional development, engagement, and advocacy. Our annual conference & AGM features top-tier speakers and technical experts, roundtables with key CRA and Finance officials, and opportunities to connect with industry leaders, MPs, and government officials.

Our webinars, regional meetings, tools and resources, publications, and industry updates provide members with access to timely insights from industry partners, technical experts, and thought leaders from across Canada.

Through our live, on-demand and virtual events CALU members can earn credits toward their professional development.


Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.