Organization
CFA Societies Canada Inc.
- Meetings this Parliament
- 17
- With MPs
- 0
- Since Nov 2021
- 25
- Active registrations
- 1
Most recent reported meeting: Sep 29, 2026.
Lobbying by CFA Societies Canada Inc.: its registrations, its lobbyists, the bills it has named and every meeting it has reported with federal office holders since November 2021.
← LobbyingRegistrations in effect
In-house (organization) In effect since Jan 14, 2026
Filed by Michael Thom, Managing Director
Lobbyists
- Candice Szpruta · Director of Operations
- Michael Thom · Managing Director
Institutions they may lobby: Bank of Canada, Business Development Bank of Canada (BDC), CUSMA Secretariat, Canada Deposit Insurance Corporation (CDIC), Canada Development Investment Corporation (CDEV), Canada Economic Development for Quebec Regions, Canada Infrastructure Bank, Canada Mortgage and Housing Corporation (CMHC), Canada Pension Plan Investment Board, Canada Revenue Agency (CRA), Canadian Commercial Corporation (CCC), Canadian Intergovernmental Conference Secretariat, Competition Bureau Canada (COBU), Courts Administration Service, Employment and Social Development Canada (ESDC), Environment and Climate Change Canada (ECCC), Export Development Canada (EDC), Federal Economic Development Agency for Southern Ontario (FedDev), Finance Canada (FIN), Financial Consumer Agency of Canada (FCAC), Financial Transactions and Reports Analysis Centre of Canada (FINTRAC), Global Affairs Canada (GAC), House of Commons, Immigration, Refugees and Citizenship Canada (IRCC), Indigenous Services Canada (ISC), Innovation, Science and Economic Development Canada (ISED), Intergovernmental Affairs Secretariat (IGA), Invest in Canada Hub, Justice Canada (JC), Law Commission of Canada, National Research Council (NRC), Office of the Auditor General of Canada (OAG), Office of the Privacy Commissioner of Canada (OPC), Office of the Superintendent of Financial Institutions Canada (OSFI), Pacific Economic Development Canada (PacifiCan), Prairies Economic Development Canada (PrairiesCan), Prime Minister's Office (PMO), Privy Council Office (PCO), Public Prosecution Service of Canada (PPSC), Public Safety Canada (PS), Public Service Pension Investment Board, Public Services and Procurement Canada (PSPC), Royal Canadian Mounted Police (RCMP), Senate of Canada, Service Canada (ServCan), Standards Council of Canada (SCC), Statistics Canada (StatCan), Treasury Board Of Canada Secretariat (TBS), Women and Gender Equality (WAGE)
What they're lobbying on (13)Hide details
- - Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication. To ensure Canada remains a world-class home and educator of financial and investment talent.
- - Education - Discussion on and expansion of the retirement security of Canadians through retirement planning, public and registered savings and pension plans, annuities, and other savings and investment incentives or programs, including related research.
- - Privacy and Access to Information - Discussion of privacy regulation as it relates to regulation of securities, investment management and financial services. Inclusive of data portability, consumer rights relating to personal data, and open banking.
- - Justice and Law Enforcement & Constitutional Issues: Jurisdictional issues related to the financial services market. To advocate for more effective investigation, prosecution, and generally enforcement of financial-related criminal activity including criminal and quasi-criminal offences including but not limited to securities, money laundering, and terrorist financing.
- - 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.
- - 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.
- - Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters.
- - Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers.
- - 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.
- - Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
- - Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.
- - Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs.
- - Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.
Registration 947935-368349-8. Look it up in the official Registry
Reported meetings
Spreadsheet-
Reported by Michael Thom · In-house (organization)
- Varun Srivatsan · Director of Policy, Finance Canada (FIN)
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
- 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.
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.
-
Reported by Michael Thom · In-house (organization)
- Salman Arif · Director, Stakeholders and Outreach, Prime Minister's Office (PMO)
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada. Read more
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
- 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.
-
Reported by Michael Thom · In-house (organization)
- Salman Arif · Deputy Director, Stakeholders and Outreach, Prime Minister's Office (PMO)
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
- 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.
-
Reported by Michael Thom · In-house (organization)
- Matthew O'Connell · Deputy Director Financial Sector Policy, Finance Canada (FIN)
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.
- 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.
- Justice and Law Enforcement & Constitutional Issues: Jurisdictional issues related to the financial services market. To advocate for more effective investigation, prosecution, and generally enforcement of financial-related criminal activity including criminal and quasi-criminal offences including but not limited to securities, money laundering, and terrorist financing.
- 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.
- 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.
- Privacy and Access to Information - Discussion of privacy regulation as it relates to regulation of securities, investment management and financial services. Inclusive of data portability, consumer rights relating to personal data, and open banking.
-
Reported by Michael Thom · In-house (organization)
- Donna Aronson · Director, Finance Canada (FIN)
- Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication. To ensure Canada remains a world-class home and educator of financial and investment talent. Read more
- 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.
- 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.
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.
- 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.
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
-
Reported by Michael Thom · In-house (organization)
- Victoria Perak · Policy Advisor, Finance Canada (FIN)
- Joshua Mbandi · Director Of Policy, Finance Canada (FIN)
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada. Read more
- 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.
- 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.
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
-
Reported by Michael Thom · In-house (organization)
- Aline Dimitri · Director General, Innovation, Science and Economic Development Canada (ISED)
- Adele McCracken · Manager, Innovation, Science and Economic Development Canada (ISED)
- Nathalie Poirier-Mizon · Director, Innovation, Science and Economic Development Canada (ISED)
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
-
Reported by Michael Thom · In-house (organization)
- Clifton Lee-Sing · Director, Finance Canada (FIN)
- Khusro Saeedi · Senior Director, Finance Canada (FIN)
- Donna Aronson · Senior Policy Analyst, Finance Canada (FIN)
- Connor Ward · Analyst, Finance Canada (FIN)
and 4 moreShow fewer
- Taheer Mohamed · Economist, Finance Canada (FIN)
- Justin Myers · Analyst, Finance Canada (FIN)
- Robert Sample · Director General, Finance Canada (FIN)
- Sean Keating · Director, Finance Canada (FIN)
- 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. Read more
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
-
Reported by Michael Thom · In-house (organization)
- Simran Arulraj · Policy Advisor, Innovation, Science and Economic Development Canada (ISED)
- David McFarlane · Director of Policy, Innovation, Science and Economic Development Canada (ISED)
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.
-
Reported by Michael Thom · In-house (organization)
- Simran Arulraj · Policy Advisor, Innovation, Science and Economic Development Canada (ISED)
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada. Read more
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
-
Reported by Michael Thom · In-house (organization)
- Matthew O'Connell · Deputy Director Financial Sector Policy, Finance Canada (FIN)
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
- 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.
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.
-
Reported by Michael Thom · In-house (organization)
- Francesco Sorbara · Senior Policy Advisor, Finance Canada (FIN)
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada. Read more
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
-
Reported by Michael Thom · In-house (organization)
- Greg Reade · Assistant Deputy Minister, Finance Canada (FIN)
- Donna Aronson · Senior Policy Analyst, Finance Canada (FIN)
- Robert Sample · Director General, Finance Canada (FIN)
- Taheer Mohamed · Economist, Finance Canada (FIN)
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada. Read more
- Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication.
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector 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.
-
Reported by Michael Thom · In-house (organization)
- Shane Baddeley · Director, Economic Development, Finance Canada (FIN)
- Amanda Riddell · Director, Real Property and Financial Institutions, Finance Canada (FIN)
- Warren Light · Expert Advisor, Finance Canada (FIN)
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
- 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.
- Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication.
- Budget - Advocate for the financial literacy, retirement security, and well-being of Canadians, and the support of the asset management industry as a strategic industrial policy priority for Canada.
-
Reported by Michael Thom · In-house (organization)
- Alan Cliff · Policy Advisor, Prime Minister's Office (PMO)
- Employment and Training, & Small Business - To pursue mission-driven activities and outcomes that are aligned with our strategic objectives of advocacy, collaboration, and communication. Read more
- 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.
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada.
-
Reported by Michael Thom · In-house (organization)
- Genevieve Brown · Executive Director, Global Affairs Canada (GAC)
- Economic Development - Matters relating to the growth and financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
-
Reported by Michael Thom · In-house (organization)
- Donna Aronson · Senior Policy Analyst, Finance Canada (FIN)
- 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; systemic risk; education and credentialing; and other associated regulations. Read more
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Reported by Michael Thom · In-house (organization)
- Adam Chambers · Member of Parliament
- Kyla Canzanese · Legislative Assistant, House of Commons
- Economic Development - Matters relating to the financial stability of the Canadian economy, and the regulatory elements thereof including systemic risk-related regulation. Advocate for entrepreneurship, productivity, and growth of the investment/asset management sector in Canada. Read more
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Reported by Michael Thom · In-house (organization)
- Ryan Turnbull · Member of Parliament
- Patrick Uguccioni · Legislative Assistant, House of Commons
BudgetClimateConsumer IssuesEconomic DevelopmentEnvironmentFinancial InstitutionsIndustrySmall BusinessTaxation and Finance
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Reported by Michael Thom · In-house (organization)
- Savannah DeWolfe · Director, Policy and Legal Affairs, Immigration, Refugees and Citizenship Canada (IRCC)
Immigration
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Reported by Michael Thom · In-house (organization)
- Kyle Nicholson · Senior Advisor, Immigration, Refugees and Citizenship Canada (IRCC)
Immigration
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Reported by Michael Thom · In-house (organization)
- Kyle Nicholson · Senior Advisor, Immigration, Refugees and Citizenship Canada (IRCC)
Immigration
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Reported by Michael Thom · In-house (organization)
- Eric Gustavson · Policy Advisor, Employment and Social Development Canada (ESDC)
- Farangies Shah · Senior Policy Advisor, Employment and Social Development Canada (ESDC)
ClimateEducationEmployment and TrainingImmigrationLabour
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Reported by Michael Thom · In-house (organization)
- Kyle Nicholson · Senior Advisor, Immigration, Refugees and Citizenship Canada (IRCC)
ImmigrationLabour
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Reported by Michael Thom · In-house (organization)
- Kyle Nicholson · Policy Advisor, Immigration, Refugees and Citizenship Canada (IRCC)
Immigration
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.