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A Message on International Women's Day

Join CALU in celebrating International Women's Day.


CALU 2019 AGM - May 5 to 8 at the Westin Ottawa.

Members register here.

For more meeting information including hotel and flight discounts, please click here.

Latest Practice Note on Policyholder Inducements Now Available

March 6, 2019 The latest Practice Note, "Policyholder Inducements including Premium Rebating," reviews provincial restrictions relating to policyholder inducements and considers how these rules may apply to three situations which involve an advisor: supporting loans to policyholders; entering into a shared ownership arrangement with a policyholder; or offering a rebate to a policyholder provided the application is signed in a province where rebating is permitted. The Practice Note also reviews a number of other tax and non-tax considerations relating to these types of arrangements. The Practice Note, excluding attachments, is also available in French. Please click here for more information.

Latest CALU Report Now Available

February 27, 2019 – The February 2019 edition of CALU Report entitled "Moving to Canada with a Foreign Insurance Policy" has now been posted to the member-only side of the webside. Please click here for more details

CALU reacts to the federal Fall Economic Statement

November 21, 2018 – Finance Minister Bill Morneau tabled the Fall Economic Statement in the House of Commons today. For CALU’s reaction, please click here.

Government introduces budget bill no. 2

October 30 , 2018 – On October 29, 2018 the Minister of Finance introduced Bill C-86 the Budget Implementation Act, 2018 No. 2 in the House of Commons. The legislation will implement remaining proposals from the 2018 Budget as well as some previously announced measures. Click here for more details.

CALU Strategic Plan 2018-2021

October 24, 2018 – CALU has released its Strategic Plan for 2018-2021. Please click here for more details. 

CALU Appears Before the House Finance Committee

September 18, 2018 – CALU President Guy Legault and Tax Consultant Kevin Wark appeared before the House of Commons Standing Committee on Finance today to present CALU's submission in advance of the 2019 federal budget. Please click here for more details.

2019 Pre-budget Submission

August 14, 2018 – As part of the consultations leading up to Budget 2019, CALU made a submission to the House of Commons Standing Committee on Finance. CALU’s recommendations focused on three main themes: long-term care support for Canadians, pharmacare and the taxation of private corporations. To view a copy of the submission please click here.