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Updates & Strategic Plans

CALU has a long history, dating back to 1991, of sharing advances in strategies and practice, helping our members shape public policy, promoting innovation and excellence in specialized underwriting services, and protecting the financial and health well-being of Canadians.

Our work is informed by our mission and vision, and supported by our strategic planning.

Our Vision

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

Our Mission

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

Strategic Plan

Read our three-year Strategic Plan, which provides direction on our priorities and initiatives:

Our activities

 See what we have been working on for you: