CFA Societies Canada Inc.

Meetings over time

• May 20251 meetingDonna Aronson
  May 2025: 1 meeting, with Donna Aronson
• Jun 20254 meetingsGreg Reade, Donna Aronson, Robert Sample, Taheer Mohamed, Genevieve Brown
  Jun 2025: 4 meetings, with Greg Reade, Donna Aronson, Robert Sample, Taheer Mohamed, Genevieve Brown
• Jul 20250 meetings
  Jul 2025: 0 meetings
• Aug 20250 meetings
  Aug 2025: 0 meetings
• Sep 20250 meetings
  Sep 2025: 0 meetings
• Oct 20251 meetingFrancesco Sorbara
  Oct 2025: 1 meeting, with Francesco Sorbara
• Nov 20252 meetingsSimran Arulraj, Matthew O'Connell
  Nov 2025: 2 meetings, with Simran Arulraj, Matthew O'Connell
• Dec 20252 meetingsSimran Arulraj, David McFarlane, Clifton Lee-Sing, Khusro Saeedi, Donna Aronson
  Dec 2025: 2 meetings, with Simran Arulraj, David McFarlane, Clifton Lee-Sing, Khusro Saeedi, Donna Aronson
• Jan 20261 meetingAline Dimitri, Adele McCracken, Nathalie Poirier-Mizon
  Jan 2026: 1 meeting, with Aline Dimitri, Adele McCracken, Nathalie Poirier-Mizon
• Feb 20261 meetingVictoria Perak, Joshua Mbandi
  Feb 2026: 1 meeting, with Victoria Perak, Joshua Mbandi
• Mar 20260 meetings
  Mar 2026: 0 meetings
• Apr 20260 meetings
  Apr 2026: 0 meetings
• May 20260 meetings
  May 2026: 0 meetings
• Jun 20263 meetingsSalman Arif, Donna Aronson, Matthew O'Connell
  Jun 2026: 3 meetings, with Salman Arif, Donna Aronson, Matthew O'Connell

Hover or focus a month to see who was met.

What they lobby about

• Economic Development14
• Internal Trade14
• International Trade14
• Budget10
• Financial Institutions10
• Taxation and Finance10
• Employment and Training4
• Small Business4
• Consumer Issues3
• Federal-Provincial Relations3
• Foreign Affairs3
• Industry3
• International Relations3
• Constitutional Issues1

The registry's own subject categories, chosen by the lobbyist on each filing. Each one opens its own page.

Who they met

Finance Canada (FIN) (22) · Innovation, Science and Economic Development Canada (ISED) (6) · Prime Minister's Office (PMO) (2) · Global Affairs Canada (GAC) (1)

In their own words

• - Internal and International Trade - Advocate for the reduction of interprovincial trade barriers (particularly those related to the asset/investment management industry, financial sector, and related service sectors of the Canadian economy). Advocate for the expansion of international trade agreements to grow the Canadian asset/investment management industry, financial sector, and related service sectors of the Canadian economy. Advocate for an increase in exports of asset/investment management services from Canada to abroad, and to increasingly establish Canada as a world-leading center for these industries.
• - Consumer Issues & Industry & Taxation and Finance - To advocate for the highest professional standards, integrity, and ethics in the investment industry for the ultimate benefit of Canadians (inclusive of the broader financial services industry), and for generalized tax reform to serve investors, grow investment and productivity, and to ensure the vitality and future of the asset and investment management sectors in Canada.
• - Taxation and Finance & Financial Institutions - Financial, securities, and other related regulation affecting capital markets, the financial system, investors and financial consumers, including but not limited to: financial reporting; service taxation; systemic risk; education and credentialing; and other associated regulations.