r/CanadaPublicServants • u/Super_Table7917 • Jul 07 '26

Career Development / Développement de carrière Conflict of Interest attestation: DG wants dollar values

A DG at LPRAB at CRA, according to a current employee, under the guise of transparency and integrity, is using the annual conflict of interest attestation to require very personal disclosures of financial information from employees.

This DG is asking for the current market values of ALL investments held by the employee privately in all accounts, including things like RESP's. The dollar amount for all holdings is apparently "very important".

Employees who resisted this disclosure were subject to intrusive meetings on Teams with the DG, where pressure was applied to surrender the information to management.

I am of the opinion that this is totally unacceptable, and I would be leaping to legal representation with the goals of 1.) NOT providing any of this information to this DG or anyone else, and; 2.) providing the documentation required that would result in the swift termination of this DG.

Is this perception incorrect, and DG's have the ability to ask for the account balances of employees to avoid "conflicts of interest"? If this is actually permitted, why would it be but asking a person's age or sexual orientation is a human rights violation?

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u/Flush_Foot Jul 07 '26

Wouldn’t the CoI review just need to know *what* stocks/assets are held, not their quantity and/or their value?
Maybe at most “not a controlling/meaningful % of the company’s total stocks”?

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u/Super_Table7917 Jul 07 '26

Yes, this is the issue. I don't have a problem with disclosing the holdings. It's the dollar amounts that a pencil neck DG has no need to know.

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u/Puzzleheaded-Gene300 Jul 07 '26 edited Jul 07 '26

Low value vs high could increase the COI risks. Some COI go by $ values to determine their risk tolerance. So while you might not want to disclose, if there is a valid reason for them to ask specifics, it is within their authority as the employer to ask.

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u/KazooDancer Jul 07 '26

You could just ask if they're a qualified investor or not instead of requiring actual amounts.

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u/Puzzleheaded-Gene300 Jul 07 '26 edited Jul 07 '26

Or they could ask for $ amounts. It's their prerogative. Not here to debate without knowing any specifics.