12-Month Lobbying Summary - Organization

The Canada Life Assurance Company / Paul Mahon, President and CEO

Registration Summary

Currently active - Last Updated: 2023-12-01

Who is lobbying?

The Canada Life Assurance Company (Address & business activities)

Paul Mahon, President and CEO

Government Funding

Did The Canada Life Assurance Company request or receive government funding within the last 12 months? No

Coalition Members Information

The Canada Life Assurance Company is not a coalition member.

Direct Interests of the Lobbying Activity

Affiliates

The Canada Life Assurance Company has the following affiliates that could have a direct interest in the outcome of the lobbying activities:

Canada Life Investment Management Ltd. / Gestion de placements Canada Vie Ltée (Address information)
Canada Life Securities Ltd. / Valeurs mobilières Canada Vie ltée (Address information)
ClaimSecure Inc. (Address information)
Financial Horizons Group Inc. (Address information)
GWL Realty Advisors Inc. (Address information)
Investment Planning Counsel Inc. (Address information)
Quadrus Investment Service Ltd. (Address information)
Value Partners Group Inc. (Address information)

Affiliates as entered in previous versions
Registration version: 16
- Canada Life Investment Management Ltd. / Gestion de placements Canada Vie Ltée (Address information)
- Canada Life Securities Ltd. / Valeurs mobilières Canada Vie ltée (Address information)
- ClaimSecure Inc. (Address information)
- Financial Horizons Group Inc. (Address information)
- GWL Realty Advisors Inc. (Address information)
- Quadrus Investment Service Ltd. (Address information)
- Value Partners Group Inc. (Address information)
Registration version: 15
- Canada Life Investment Management Ltd. / Gestion de placements Canada Vie Ltée (Address information)
- Canada Life Securities Ltd. / Valeurs mobilières Canada Vie ltée (Address information)
- ClaimSecure Inc. (Address information)
- Financial Horizons Group Inc. (Address information)
- GWL Realty Advisors Inc. (Address information)
- Quadrus Investment Service Ltd. (Address information)

Other Affiliates

The activities of The Canada Life Assurance Company are controlled or directed by the following person or organization with a direct interest in the outcome of this undertaking:

Great-West Lifeco Inc. (Address information)

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 Canada Life Assurance Company:

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:

Specific Topics of Lobbying Communications	Intended Outcomes	Associated Subject Matters
Amendment of legislation to enable auto-enrollment, auto-escalation for retirement benefits and retirement decumulation options.	Introduction, amendment, passage or defeat of any Bill or resolution in or before the Legislative Assembly	Financial Institutions
Determine provincial position on national drug and dental coverage and coordination of benefits with workplace benefits.	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of the Legislative Assembly Development, establishment, amendment or termination of any program, policy, directive or guideline of the government of British Columbia or a Provincial entity	Health, Insurance
Discussion of fair treatment of customers and sales compensation practices in the insurance industry.	Development, establishment, amendment or termination of any program, policy, directive or guideline of the government of British Columbia or a Provincial entity	Insurance
Discussion of harmonization of securities and insurance industry practices. Discussion of new securities industry SRO.	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	Financial Institutions
Discussion of insurance intermediary licensing and oversight	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of 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	Insurance
Discussion of insurance intermediary licensing and oversight. Restricted insurance agency licensing and requirements.	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of 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	Insurance
Discussions regarding securities distribution intermediaries issues including, incorporated persons and dual registrants	Development of any legislative proposal by the government of British Columbia, a Provincial entity or a member of 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	Financial Institutions
Implementation of new rules and regulations under the Financial Institutions Act	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	Insurance
Restricted insurance agency licensing and requirements.	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	Insurance

Subject matter details in previous versions

Specific Topics of Lobbying Communications	Intended Outcomes	Associated Subject Matters
Consultation regarding new regulations under the Financial Institutions Act	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	Insurance

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
Health

Who are the lobbyists?

In-house Lobbyists

Lobbyist

Contributions

Nadege Adam
Subscribes to a Code of Conduct: Yes
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

Dallas Ewen
Subscribes to a Code of Conduct: Yes
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: No

Andrew Fitzpatrick
Subscribes to a Code of Conduct: Yes
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: No

Ali Ghiassi
Subscribes to a Code of Conduct: Yes
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

Jeffrey Kitchen
Subscribes to a Code of Conduct: Yes
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

Catherine Laspina
Subscribes to a Code of Conduct: Yes
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: No

Registration number: 6429-3314
View all registrations versions

Lobbying Activity Reports

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

What lobbying activities have taken place in the last 12 months?
Date	Arranging a Meeting	Lobbyists	Senior Public Office Holder, Position Title \| Ministry/Provincial Entity	Subject Matters
2023-06-13	No	Dallas Ewen	Marina Makhnach, Director, Market Conduct, Financial Institutions \| BC Financial Services Authority Blair Morrison, Chief Executive Officer \| BC Financial Services Authority Lucas Neufeld, Senior Policy Analyst \| BC Financial Services Authority Rob O'Brien, Manager, Financial Institutions Policy \| BC Financial Services Authority Saskia Tolsma, Vice-President, Policy and Stakeholder Engagement \| BC Financial Services Authority	View
2023-05-15	No	Andrew Fitzpatrick , Nadege Adam	Harry James, Director, Regulation Advisory Services \| BC Financial Services Authority Marina Makhnach, Director, Financial Institutions, Market Conduct \| BC Financial Services Authority Rob O'Brien, Manager, Financial Institutions Policy \| BC Financial Services Authority Thomas Taller, Managing Director, Policy & Oversight \| BC Financial Services Authority Saskia Tolsma, Vice-President, Policy and Stakeholder Engagement \| BC Financial Services Authority	View
2023-05-15	No	Andrew Fitzpatrick , Nadege Adam	Michael Brady, Deputy, Director, Capital Markets Regulation \| British Columbia Securities Commission Liz Coape-Arnold, Senior Legal Counsel \| British Columbia Securities Commission Mark French, Manager, Dealer Compliance \| British Columbia Securities Commission Zach Masum, Manager, Legal Services \| British Columbia Securities Commission Mark Wang, Director, Capital Markets \| British Columbia Securities Commission	View

View all Lobbying Activity Reports

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Date Modified:: 2024-01-29

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www.lobbyistsregistrar.bc.ca

12-Month Lobbying Summary - Organization

The Canada Life Assurance Company / Paul Mahon, President and CEO

Who is lobbying?

The Canada Life Assurance Company (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 Canada Life Assurance Company / Paul Mahon, President and CEO

The Canada Life Assurance Company (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 Canada Life Assurance Company - Address & business activities

The Canada Life Assurance Company / Paul Mahon, President and CEO

Value Partners Group Inc.

Canada Life Investment Management Ltd. / Gestion de placements Canada Vie Ltée

ClaimSecure Inc.

Canada Life Securities Ltd. / Valeurs mobilières Canada Vie ltée

GWL Realty Advisors Inc.

Financial Horizons Group Inc.

Quadrus Investment Service Ltd.

Canada Life Investment Management Ltd. / Gestion de placements Canada Vie Ltée

ClaimSecure Inc.

Canada Life Securities Ltd. / Valeurs mobilières Canada Vie ltée

GWL Realty Advisors Inc.

Financial Horizons Group Inc.

Value Partners Group Inc.

Quadrus Investment Service Ltd.

Canada Life Investment Management Ltd. / Gestion de placements Canada Vie Ltée

Great-West Lifeco Inc.

ClaimSecure Inc.

Canada Life Securities Ltd. / Valeurs mobilières Canada Vie ltée

GWL Realty Advisors Inc.

Financial Horizons Group Inc.

Quadrus Investment Service Ltd.

Investment Planning Counsel Inc.