12-Month Lobbying Summary - Organization

The Financial Advisors Association of Canada (Advocis) / Greg Pollock, President and CEO

Registration Summary

Currently inactive - Activity Ended: 2023-11-14 - Projected End Date: 2023-11-14

Who is lobbying?

The Financial Advisors Association of Canada (Advocis) (Address & business activities)

Greg Pollock, President and CEO

Government Funding

Did The Financial Advisors Association of Canada (Advocis) request or receive government funding within the last 12 months? No

Coalition Members Information

The Financial Advisors Association of Canada (Advocis) is not a coalition member.

Direct Interests of the Lobbying Activity

Affiliates

The Financial Advisors Association of Canada (Advocis) has the following affiliates that could have a direct interest in the outcome of the lobbying activities:

The Conference for Advanced Life Underwriting (CALU) (Address information)
The Institute for Advanced Financial Education (Address information)

Other Affiliates

The activities of The Financial Advisors Association of Canada (Advocis) are not controlled or directed by another person or organization with a direct interest in the outcome of this undertaking

Contributors with a Direct Interest in the Outcome

No person or organization contributed over $1000CDN, within the preceding 12 months, toward the lobbying activity on behalf of The Financial Advisors Association of Canada (Advocis):

What is being lobbied?

Subject Matter of the Lobbying Activities

Details Regarding the Identified Subject Matter

Will any of the lobbyists listed within this registration arrange a meeting between a public office holder and any other individual for the purpose of attempting to influence any of the matters listed below:

Yes

Specific Topics of Lobbying Communications	Intended Outcomes	Associated Subject Matters
Advocating for consumer protection by ensuring that the use of the title of "Financial Advisor" is restricted to those with an approved credential overseen by a recognized credentialing body. Other activities relating to the establishment of financial advice as a profession in statute.	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of the Legislative Assembly Introduction, amendment, passage or defeat of any Bill or resolution in or before the Legislative Assembly Development or enactment of any regulation, including the enactment of a regulation for the purposes of amending or repealing a regulation Development, establishment, amendment or termination of any program, policy, directive or guideline of the government of British Columbia or a Provincial entity	Consumer Issues, Education, Employment and Training, Finances and Budgets, Non-Profit Organization, Taxation and Finance
Influencing the development of proposed new Continuing Education (CE) requirements for individuals licensed for insurance with the Insurance Council of British Columbia (ICBC).	Development, establishment, amendment or termination of any program, policy, directive or guideline of the government of British Columbia or a Provincial entity	Consumer Issues, Education, Employment and Training, Financial Institutions, Insurance, Non-Profit Organization

Gifts or benefits provided by the organization

Gifts or Benefits Provided to Public Officer Holders
Name	Gift or Benefit Description	Circumstance	Date Promised	Value Promised	Date Given	Value Given
No Records

Who is being lobbied?

Ministries/Provincial Entities

BC Financial Services Authority
British Columbia Securities Commission
Finance
Insurance Corporation of British Columbia
Member(s) of the BC Legislative Assembly
Office of the Premier

Who are the lobbyists?

In-house Lobbyists

Lobbyist

Contributions

Thomas Gendron
Subscribes to a Code of Conduct: No
Former Public Office Holder in BC: No

Lobbied or plans to lobby a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization, on or after 2020-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Paniz Ghazanfari
Subscribes to a Code of Conduct: No
Former Public Office Holder in BC: No

Lobbied or plans to lobby a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization, on or after 2020-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Greg Pollock
Subscribes to a Code of Conduct: No
Former Public Office Holder in BC: No

Lobbied or plans to lobby a member of the Legislative Assembly, including a Minister or Premier, on behalf of this organization, on or after 2020-09-21: Yes

Political: No
Sponsorship: No
Recall: No

Lobbyists in previous versions

In-house Lobbyists
Lobbyist	BC Former Public Office Holder Positions	Contributions
Julie Martini	Former Public Office Holder in BC: No	Contributions: No
James Ryu	Former Public Office Holder in BC: No	Contributions: No
Michael Scott	Former Public Office Holder in BC: No	Contributions: No

Registration number: 7334-4030
View all registrations versions

Lobbying Activity Reports

What lobbying activities have taken place in the last 12 months?

No monthly Lobbying Activity Reports have been submitted for the last 12 months.

View all Lobbying Activity Reports

Date Modified:: 2024-01-29

Menus

www.lobbyistsregistrar.bc.ca

12-Month Lobbying Summary - Organization

The Financial Advisors Association of Canada (Advocis) / Greg Pollock, President and CEO

Who is lobbying?

The Financial Advisors Association of Canada (Advocis) (Address & business activities)

Government Funding

Coalition Members Information

Direct Interests of the Lobbying Activity

Affiliates

Other Affiliates

Contributors with a Direct Interest in the Outcome

What is being lobbied?

Details Regarding the Identified Subject Matter

Gifts or benefits provided by the organization

Who is being lobbied?

Ministries/Provincial Entities

Who are the lobbyists?

What lobbying activities have taken place in the last 12 months?

12-Month Lobbying Summary - Organization

The Financial Advisors Association of Canada (Advocis) / Greg Pollock, President and CEO

The Financial Advisors Association of Canada (Advocis) (Address & business activities)

Government Funding

Coalition Members Information

Direct Interests of the Lobbying Activity

Affiliates

Other Affiliates

Contributors with a Direct Interest in the Outcome

Details Regarding the Identified Subject Matter

Gifts or benefits provided by the organization

Ministries/Provincial Entities

The Financial Advisors Association of Canada (Advocis) - Address & business activities

The Financial Advisors Association of Canada (Advocis) / Greg Pollock, President and CEO

The Institute for Advanced Financial Education

The Conference for Advanced Life Underwriting (CALU)