Registration - Organization

Addenda Capital Inc. / Roger Beauchemin, President and Chief Executive Officer

Registration Information

Organization name: Addenda Capital Inc.
Senior Officer Name: Roger Beauchemin, President and Chief Executive Officer
Initial registration start date: 2022-06-27
Registration status: Active
Projected end date: No date provided
Registration number: 8959-4701

Associated Lobbying Activity Reports

Total number of Lobbying Activity Reports: 1

Lobbying Activity Reports - last 6 months: 0

Version 3 of 4 (2023-06-01 to 2023-11-24)

Registration versions:

Version 3 of 4 (2023-06-01 to 2023-11-24)

Lobbying Information

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
Engaging the Government of British Columbia’s on its progress and plans in respect of the implementation of the Declaration on the Rights of Indigenous Peoples Act (DRIPA) and the development of Environmental, Social and Governance (ESG) values and initiatives in British Columbia. In particular, the modernization of certain enabling legislation and regulations, including the Mineral Tenure Act, to encourage and retain investment in British Columbia will be discussed.	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	Economic Development and Trade, Environment, Financial Institutions, Indigenous Relations and Reconciliation, Mining

BC Ministries/Provincial Entities

Energy, Mines and Low Carbon Innovation
Environment and Climate Change Strategy
Finance
Forests
Indigenous Relations and Reconciliation
Jobs, Economic Development and Innovation
Water, Land and Resource Stewardship

Organization Details

Senior Officer Name and Position during the Period of this Registration

Roger Beauchemin, President and Chief Executive Officer

Organization Contact Information

Addenda Capital Inc.

Address:
800 René-Lévesque Boulevard West
Suite 2750
Montreal, QC H3B 1X9
Canada

Telephone number: 514-287-7373

Description of Activities

Addenda Capital is a privately-owned investment management firm that looks after pension, private wealth, insurance, corporate and foundation assets. Our mission is sustainable wealth creation, in close partnership with our clients for a better future. We favour a disciplined approach to long-term wealth creation based on fundamental research and thorough risk evaluation that integrates sustainable investing practices such as ESG factors. This allows us to draw a bigger picture of potential rewards and risks, and better address the long-term needs and expectations of our clients. We actively manage a wide range of asset classes, including fixed income, equities and commercial mortgages, which can be modulated and combined to develop tailored investment solutions to meet the evolving needs of our clients. Addenda Capital has employees working out of Montreal, Toronto, Guelph and Regina.

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

Contributors to the Lobbying Activity

No person or organization contributed over $1000CDN, within the preceding 12 months, toward the lobbying activity on behalf of the organization that has a direct interest in the outcome of the lobbying activity.

Government Funding in the Last 12 Months

No government funding was requested or received within the preceding 12 months.

Coalition Members Information

NEI Investments
- 151 Yonge Street
  Suite 1200
  Toronto, ON M5C 2W7
  Canada
Shareholder Association for Research and Education (Share)
- 401 Richmond Street
  Unit 412
  Toronto, ON M5V 3A8
  Canada

Affiliates with a Direct Interest in the Outcome

Addenda Capital Inc. does not have any affiliates that could have a direct interest in the outcome of the lobbying activities

Other Persons or Organizations with Direct Interests

The activities of Addenda Capital Inc. are not controlled or directed by another person or organization with a direct interest in the outcome of this undertaking.

Lobbyists Details

Lobbyists Employed by this Organization

Lobbyist

Contributions

Roger Beauchemin
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

Monika Freyman
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

Réjean Nguyen
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

Addenda Capital Inc.

Name change history

Name change history
Name	From	To
Addenda Capital Inc.	2022-06-27	current

Addenda Capital Inc.

Senior Officer History
Senior Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)

Roger Beauchemin, President and Chief Executive Officer (Organization)

Learn more...

Designated Filers are required to submit a Lobbying Activity Report for each lobbying activity with a senior public officer holder. The name of the most senior paid officer (i.e. the designated filer) will appear on all in-house Lobbying Activity Reports, whether or not he/she participated in the activity.

Note: Lobbying Activity Reports are due on the 15^th day of each month for lobbying activities that took place in the previous month.

Results below are sorted by posted date, beginning with the most recent.

Results 1-1 of 1

Addenda Capital Inc.
Organization

Senior Public Office Holders who were lobbied in this activity:
- Selina Robinson, Minister | Finance
- Ravi Kahlon, Minister | Jobs, Economic Recovery and Innovation
- Josie Osborne, Minister | Land, Water and Resource Stewardship
- Katrine Conroy, Minister | Forests, Lands, Natural Resource Operations, and Rural Development
- George Heyman, Minister | Environment and Climate Change Strategy
- Bruce Ralston, Minister | Energy, Mines and Low Carbon Innovation
- Murray Rankin, Minister | Indigenous Relations and Reconciliation
- Lucinda Yeung, Senior Ministerial Advisor | Indigenous Relations and Reconciliation
- Ravi Parmar, Senior Ministerial Advisor | Jobs, Economic Recovery and Innovation
- Roari Richardson, Senior Ministerial Advisor | Land, Water and Resource Stewardship
- Joie Warnock, Senior Ministerial Advisor | Energy, Mines and Low Carbon Innovation
- Kelly Sather, Senior Ministerial Advisor | Environment and Climate Change Strategy
- Jade Ashbourne, Senior Ministerial Advisor | Finance
- Liam Lawson, Senior Ministerial Advisor | Finance
- Richard Manwaring, Deputy Minister | Forests, Lands, Natural Resource Operations, and Rural Development
Lobbying Activity date: 2022-06-27
Lobbyists who performed the lobbying activity: Monika Freyman
Posted date: 2022-07-15
Lobbying Activity number: 4701-19707 View Lobbying Activity Report

Date Modified:: 2024-01-29

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www.lobbyistsregistrar.bc.ca

Registration - Organization

Addenda Capital Inc. / Roger Beauchemin, President and Chief Executive Officer

Registration Information

Associated Lobbying Activity Reports

Version 3 of 4 (2023-06-01 to 2023-11-24)

Version 3 of 4 (2023-06-01 to 2023-11-24)

Details Regarding the Identified Subject Matter

BC Ministries/Provincial Entities

Senior Officer Name and Position during the Period of this Registration

Organization Contact Information

Description of Activities

Gifts or benefits provided by the organization

Contributors to the Lobbying Activity

Government Funding in the Last 12 Months

Coalition Members Information

Affiliates with a Direct Interest in the Outcome

Other Persons or Organizations with Direct Interests