Inside Canadian Equity Plans: What You Need to Know

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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.

 Through a panel discussion addressing issuer, administrator, and employee perspectives, attendees will gain a clearer understanding of how different Canadian equity plans are administered throughout the lifecycle—from initial enrollment, to dividend payment, to sale of shares, and the resulting taxation and reporting requirements. The panel will also discuss how these requirements come together in practice, current CRA enforcement activities, and best practices.

KEY LEARNING POINTS

  • Learn the key differences between Canadian equity plans, including their benefits, limitations, and applicable tax and reporting requirements.
  • Gain practical insight into issuer, administrator, and employee responsibilities for accurate tax tracking, withholding, and reporting for Canadian participants.
  • Take away actionable best practices to improve compliance and administration.


Andrew Schwartz, Computershare (CA)

Cynthia Gosselin, Computershare (CA)

Katherine Leung, EY (CA)


CEP Continuing Education (CE) credit: 60 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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Open to view video. 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. Through a panel discussion addressing issuer, administrator, and employee perspectives, attendees will gain a clearer understanding of how different Canadian equity plans are administered throughout the lifecycle—from initial enrollment, to dividend payment, to sale of shares, and the resulting taxation and reporting requirements. The panel will also discuss how these requirements come together in practice, current CRA enforcement activities, and best practices. KEY LEARNING POINTS Learn the key differences between Canadian equity plans, including their benefits, limitations, and applicable tax and reporting requirements. Gain practical insight into issuer, administrator, and employee responsibilities for accurate tax tracking, withholding, and reporting for Canadian participants. Take away actionable best practices to improve compliance and administration.
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Certificate of Completion
1.00 CE Credit Hours credit  |  Certificate available
1.00 CE Credit Hours credit  |  Certificate available CE Certificate of Completion
You must register to access.