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About CALU

CALU Vision

Leadership in innovative advanced planning solutions and advocacy to promote the financial health of Canadians.

CALU Mission

CALU promotes a deeper understanding of complex financial and tax initiatives for members and clients and influences sound public policy.


CALU Strategic Plan

Please click here for a copy of CALU's Strategic Plan for 2018-2021.

CALU Facts

CALU Fact Sheet in English

CALU Fact Sheet in French

25th Anniversary

Read FORUM Magazine's article highlighting CALU's 25th anniversary.