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Lobbying by CAAT Pension Plan: its registrations, its lobbyists, the bills it has named and every meeting it has reported with federal office holders since November 2021.

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Organization

CAAT Pension Plan

Meetings this Parliament
9
With MPs
0
Since Nov 2021
48
Active registrations
1

Most recent reported meeting: Aug 6, 2026.

Registrations in effect

In-house (organization) In effect since Jul 16, 2026

Filed by Kevin Fahey, Acting CEO and Plan Manager & CIO

Lobbyists

  • Erin Cays · Senior Public Affairs Advisor
  • James Fera · Chief Legal Officer & General Counsel
  • John Baiocco · Senior Vice President, Funding & Sustainability
  • Karen Lockridge · Director, Responsible Investing
  • Kevin Fahey · Acting CEO and Plan Manager & Chief Investment Officer
  • Nicholas Sherwin · Director, Public Affairs

Institutions they may lobby: Bank of Canada, Canada Revenue Agency (CRA), Employment and Social Development Canada (ESDC), Finance Canada (FIN), House of Commons, Housing, Infrastructure and Communities Canada (HICC), Innovation, Science and Economic Development Canada (ISED), Office of the Superintendent of Financial Institutions Canada (OSFI), Prime Minister's Office (PMO), Privy Council Office (PCO), Senate of Canada

What they're lobbying on (7)
  • Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to CAAT’s plan administration, valuation filings, potential new offerings, investments and new employers joining the Plan.
  • Communication with officials regarding how pension plans can support greater infrastructure investments in Canada.
  • Communication with officials regarding climate and sustainability policies as they apply to financial institutions including pension plans.
  • Communication with officials regarding the federal government reissuing Real Return Bonds (RRBs)
  • Exploring areas of opportunity to expand pension coverage across Canada. Describing ways that pensions can be delivered to Early Childhood Educators (ECEs).
  • Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs).
  • Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians.

Registration 964281-361456-30. Look it up in the official Registry

Reported meetings

Spreadsheet

Filed by Derek Dobson (46), Kevin Fahey (2).

  • Reported by Kevin Fahey · In-house (organization)

    • Jackson Taylor · Director General, Legislation, Finance Canada, Finance Canada (FIN)
    • Colin Mcintyre · Actuary, Canada Revenue Agency (CRA)
    Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to CAAT’s plan administration, valuation filings, potential new offerings, investments and new employers joining the Plan. Read more

    Official report

  • Reported by Kevin Fahey · In-house (organization)

    • Andrew Donelle · Senior Director, Co-ordination and Deferred Income Plans, Finance Canada (FIN)
    • Jackson Taylor · Director General, Legislation, Finance Canada, Finance Canada (FIN)
    • Mark Walsh · Senior Director, Savings & Investment, Personal Income Tax Division, Finance Canada, Finance Canada (FIN)
    • Lindsay Gwyer · Director General, Legislation, Finance Canada, Finance Canada (FIN)
    and 1 more
    • Guillaume Duff · Economist/Analyst, Finance Canada, Finance Canada (FIN)
    Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to CAAT’s plan administration, valuation filings, potential new offerings, investments and new employers joining the Plan. Read more

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Samuel Millar · Assistant Deputy Minister, Finance Canada (FIN)
    • Sean Keating · Director, Finance Canada (FIN)
    • Allison Davis · Director, Finance Canada (FIN)
    Communication with officials regarding how pension plans can support greater infrastructure investments in Canada.

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Sunny Uppal · Director of Operations, Climate, Energy and Resources, Privy Council Office (PCO)
    • Jesse Shuster-Leibner · Senior policy advisor, Privy Council Office (PCO)
    Communication with officials regarding climate and sustainability policies as they apply to financial institutions including pension plans.

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Kim Page · Director, Office of the Superintendent of Financial Institutions Canada (OSFI)
    • Claire Ezzeddin · Director, Office of the Superintendent of Financial Institutions Canada (OSFI)
    Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan. Read more

    Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs).

    Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians.

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Kathleen Wrye · Director Pension Policy, Finance Canada (FIN)
    Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan. Read more

    Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs).

    Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians.

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Matthew O'Connell · Deputy Director Financial Sector Policy, Finance Canada (FIN)
    Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians. Read more

    Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs).

    Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan.

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Andrew Donelle · Senior Director, Co-ordination and Deferred Income Plans, Finance Canada (FIN)
    Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan. Read more

    Communication with officials regarding pre-budget recommendations related to increasing pension access for Canadians.

    Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs).

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Julien Brazeau · Associate Assistant Deputy Minister, Finance Canada (FIN)
    • Matthew Emde · Director General, Finance Canada (FIN)
    • Alexander Bonnyman · Director, Finance Canada (FIN)
    • Matthieu Truno · Director, Bank of Canada
    and 1 more
    • Sophie Lefebvre · Senior Director, Bank of Canada
    Communication with officials regarding the federal government reissuing Real Return Bonds (RRBs)

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Kathleen Wrye · Director Pension Policy, Finance Canada (FIN)
    Communication with officials regarding the development of Variable Payment Life Annuities (VPLAs). Read more

    Communication with officials regarding federal pension legislation including the Income Tax Act and Pension Benefit Standards Act, as it applies to improving CAAT Plan's plan administration, new innovative offerings, investments and new employers joining the Plan.

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Emily Hartman · Director Of Policy, Employment and Social Development Canada (ESDC)

    EducationPensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Elisha Ram · Associate Assistant Deputy Minister, Employment and Social Development Canada (ESDC)

    EducationPensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Kathleen Wrye · Director Pension Policy, Finance Canada (FIN)

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Connor MacDonald · Policy Advisor, House of Commons

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • John Sinclair · Deputy Chief of Staff, House of Commons
    • Holly Duggan · Director of Outreach and Stakeholder Relations, House of Commons
    • Elan Harper · Policy Lead - Finance, Tax, Employment, Competition, Innovation, House of Commons

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Douglas Wong · Senior Policy Advisor, Finance Canada (FIN)
    • Malcolm McEachern · Senior Regional Advisor, Atlantic, Finance Canada (FIN)

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Douglas Wong · Senior Policy Advisor, Finance Canada (FIN)

    Economic DevelopmentPensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Shristi Radhakrishnan · Policy Advisor, Innovation, Science and Economic Development Canada (ISED)
    • Sarah MacDonald · Parliamentary Secretary Assistant, Innovation, Science and Economic Development Canada (ISED)

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Martin Simard · Senior Director, Innovation, Science and Economic Development Canada (ISED)
    • Paul Morrison · Special Advisor, Innovation, Science and Economic Development Canada (ISED)

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Kathleen Wrye · Acting Director, Pensions Policy, Finance Canada (FIN)

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Christophe Cinqmars-Viau · Senior policy advisor, Finance Canada (FIN)
    • Nicolas Moreau · Associate Assistant Deputy Minister, Finance Canada (FIN)
    • James Wu · Director General, Finance Canada (FIN)

    PensionsTaxation and Finance

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Nicholas Kang · Deputy Chief of Staff and Director of Policy, Employment and Social Development Canada (ESDC)
    • Miles Wu · Policy advisor, Employment and Social Development Canada (ESDC)

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Tony Loffreda · Senator, Senate of Canada

    Pensions

    Official report

  • Reported by Derek Dobson · In-house (organization)

    • Diane Bellemare · Senator, Senate of Canada

    Pensions

    Official report

From the Office of the Commissioner of Lobbying's open data, published November 5, 2026. Reports cover oral, arranged meetings with designated public office holders since November 22, 2021; lobbyists file them by the 15th of the following month. Names of MPs are matched to the current House of Commons, and bills are linked when the lobbyist's own description makes clear which bill it means. Contains information licensed under the Open Data Licence Agreement — Office of the Commissioner of Lobbying. Licence. PolitiKit is independent and is not endorsed by the Commissioner of Lobbying.