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CALU 2021 Conference & AGM

Registration is now open for the CALU 2021 Conference & AGM - May 4-5. Early bird registration is available until March 31

Latest CALU Report Now Available

March 25, 2021 - The latest special CALU Report is now available. Click here to read.


March 10, 2021 - Chair Cindy David addresses FINA on Bill C-208 to amend item 84.1 of the tax act.

International Women’s Day 2021

March 8, 2021 - CALU Chair Cindy David calls on CALU members to choose to challenge gender bias and inequality by supporting female colleagues and seeking out more women to join CALU. View her message.

Will Power: How to Build Your Business Through Philanthropy

February 3, 2021 -  CALU has partnered with Will Power to increase the impact of estate giving. Join us March 10, from 1- 2 p.m. ET for a complimentary webinar to learn about business building through philanthropy, and how the new Will Power campaign can help. Click here to find out more or to register.

Life Insurance Transfers

January 20, 2021
 - Planning Opportunities and Pitfalls webinar series – with complimentary eGuide: Feb. 17 and 24. Click here to find out more.

Latest INFOexchange Now Available

December 16, 2020 - The latest issues of INFOexchange is available now. To read it click here.

CALU Summary of the federal Economic Statement

December 1, 2020 – Our summary of the federal Fall Economic Statement highlights key items of interest to CALU members and your clients. It’s available here.

Chair Cindy David addresses the HOC Standing Committee on the Status of Women

November 19, 2020 - 
Chair Cindy David testifies to the House of Commons Standing Committee on Women on the impact of the pandemic on women. Click here to read her remarks or watch her address.

Your feedback says we’re on the right track!

November 12, 2020 - To see highlights of the results of CALU's 2020 Membership Survey click here.

Potential impact of a recent Ontario court decision on estate planning

September 16, 2020 - Advocis and CALU sent a letter to ADM David Wai on the potential impact of a recent Ontario court decision on estate planning. Click here to read the letter.

COVID-19 Useful Links

For a listing of useful links on COVID-19 including the Government of Canada's support please click here.