Lobbying registration dated 2026-01-16
Registrant: Michael Thom
Client: CFA Societies Canada Inc.
Targeted institutions:
Canada Infrastructure Bank
Service Canada (ServCan)
Canadian Intergovernmental Conference Secretariat
Royal Canadian Mounted Police (RCMP)
Treasury Board Of Canada Secretariat (TBS)
Public Services and Procurement Canada (PSPC)
Office of the Auditor General of Canada (OAG)
Indigenous Services Canada (ISC)
Pacific Economic Development Canada (PacifiCan)
Invest in Canada Hub
Office of the Superintendent of Financial Institutions Canada (OSFI)
Global Affairs Canada (GAC)
Law Commission of Canada
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
Intergovernmental Affairs Secretariat (IGA)
Justice Canada (JC)
Women and Gender Equality (WAGE)
Finance Canada (FIN)
Export Development Canada (EDC)
Canada Pension Plan Investment Board
House of Commons
Canadian Commercial Corporation (CCC)
Federal Economic Development Agency for Southern Ontario (FedDev)
Public Service Pension Investment Board
Statistics Canada (StatCan)
Employment and Social Development Canada (ESDC)
Financial Consumer Agency of Canada (FCAC)
Canada Development Investment Corporation (CDEV)
Courts Administration Service
National Research Council (NRC)
Competition Bureau Canada (COBU)
Canada Revenue Agency (CRA)
Office of the Privacy Commissioner of Canada (OPC)
Bank of Canada
Privy Council Office (PCO)
Senate of Canada
Business Development Bank of Canada (BDC)
Prairies Economic Development Canada (PrairiesCan)
Public Prosecution Service of Canada (PPSC)
Canada Mortgage and Housing Corporation (CMHC)
Environment and Climate Change Canada (ECCC)
Canada Deposit Insurance Corporation (CDIC)
Public Safety Canada (PS)
Prime Minister's Office (PMO)
Innovation, Science and Economic Development Canada (ISED)
Standards Council of Canada (SCC)
Canada Economic Development for Quebec Regions
CUSMA Secretariat
Immigration, Refugees and Citizenship Canada (IRCC)
Acts: Financial Institutions
Government funding received:
Lobbying activity details:
- Labour & Immigration - Pursue further recognition of CFA Program/charter and other similar educational or credentialing programs.
- Pensions - Advancing financial market integrity, transparency and protection for investors and financial consumers.
- Financial Institutions - Discuss matters relating to corporate governance, board composition, and disclosure, particularly with respect to diversity.
- 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.
- 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.
- 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.
- Environment, Climate & International Trade - Discuss government programs related to sustainable finance and other climate and sustainability-focused matters.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.