Services Provided

I advise clients on a wide range of business law and not-for-profit and charity issues, including the following:

  • Strategic Planning
  • Regulatory, risk management and compliance issues
  • Corporate and Organizational Governance Matters
  • Directors and Officers Liability Matters
  • Member / Shareholder Rights and Remedies
  • Policy Review and Advice
  • Transactional work, including
    • mergers,
    • amalgamations,
    • purchases and sales of businesses, not-for-profit organizations and charities,
    • financings
    • joint ventures, partnerships, consulting, and strategic relationships
  • Contract drafting and review
  • Corporate matters, including:
    • Incorporation, organization and maintenance of corporations (both business corporations and not-for-profit corporations)
    • Fundamental changes (eg. corporate reorganizations, mergers, amalgamations, continuances, and wind up)
    • Extra-Provincial Matters
  • Charitable and Tax Issues, including:
    • Charitable registration, maintenance and compliance
    • Compliance with the Income Tax Act
    • CRA audits, voluntary disclosures, and appeals
    • Special considerations for charitable organizations, including
      • fundraising,
      • sponsorships and donations,
      • lobbying,
      • political activities,
      • working with third parties,
      • etc.