Companies often position equity compensation as a cornerstone of their ownership culture—but that promise doesn’t always translate globally. Regulatory complexity, tax considerations, and operational barriers can result in international employees being excluded from share plans or shifted into cash-settled alternatives, creating a disconnect between intention and reality. This session challenges those assumptions and explores what it really means for employees everywhere to own a piece of your company.

This article explores the complexities of Canadian equity compensation plans, including ESPPs, EPSPs, RRSPs, RSUs, and stock options, from issuer, administrator, and employee perspectives. It highlights the unique Canadian tax, payroll, and reporting requirements associated with these plans, including CRA compliance, provincial obligations, and participant education considerations. The discussion reinforces that successful administration depends on strong coordination across stakeholders, accurate reporting, and clear communication to help employees fully understand the financial and tax implications of participation.

Canada offers a wide range of equity compensation plans for Canadian employees, each with its own set of advantages, compliance requirements, and tax reporting obligations.

GEO's 27th Annual Conference - Handouts

White paper developed by the Future Leaders Program Class of 2024.

GEO's Nordic Chapter Meeting - March 2026 Handouts

GEO's UK Chapter Meeting - February 2026 Handouts

The role of the equity professional is evolving at pace. No longer confined to plan administration and reactive problem-solving, today’s equity leaders are emerging as strategic advisors—connecting functions, educating stakeholders, and shaping enterprise-wide conversations. As companies place greater emphasis on talent strategy, retention, and long-term value creation, equity professionals are increasingly influencing decisions at the highest levels of the organisation.

GEO Belgium Chapter Meeting handouts

GEO Private Company Equity Matters Handouts