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Daniel Stern outlines compliance obligations for identifying individuals with significant control (ISCs) under federal and Ontario corporate statutes. He explains how control is assessed, what information must be collected or filed, and the legal risks of non-compliance. Emphasis is placed on transparency, privacy considerations, and due diligence practices for corporate counsel.
Kanata Golf Course (City of Ottawa and ClubLink)
Russell Gibson explores how the legal principle of related contracts affected a complex land development dispute involving the City of Ottawa and ClubLink. He discusses the interplay between multiple agreements and how one invalidated clause had implications across several others, reinforcing the importance of reading contracts as a unified whole.
Construction Holdback: Why Do I Hate You?
Dan Leduc explains the purpose and mechanics of Ontario’s construction holdback rules, stressing their statutory nature and limited function as lien security. He reviews recent and upcoming changes, including mandatory annual releases and strict limits on set-offs, with practical advice for lawyers involved in construction finance and project management.
Not-for-Profit Governance
Julie Mouris provides insight into governance issues under Ontario’s Not-for-Profit Corporations Act. Drawing from case law and her experience, she outlines best practices for elections, membership disputes, and board conduct, highlighting the importance of clear bylaws, fair procedures, and legal remedies when governance breaks down.
Current Hot Topics Update: GAAR & Canadian Tax
Chad Saikaley reviews recent changes to the General Anti-Avoidance Rule (GAAR) and mandatory disclosure rules in Canadian tax law. He covers new definitions, reporting obligations, and steep penalties for non-compliance, emphasizing the need for caution when advising clients on tax-driven transactions and reorganization strategies.
Russell is co-owner of the Law Firm Gibsons LLP and a lawyer since 1998. He practices primarily as a solicitor, providing planning, transactional and regulatory compliance advice in corporate-commercial, real estate, tax and not for profit/charity matters. Russ has also prepared and presented private legislation before the legislatures in several provinces and appeared before various legislative committees. Russ serves as a director on a number of community and for profit boards of directors and has completed the Directors’ Education Program at the Telfer Business School. Prior to becoming a lawyer, Russ was a journalist and member of the Parliamentary Press Gallery and has published legal, business and news articles. Russ is also a member of the Canon Law Society of Canada.
Dan practices almost exclusively in the field of construction law and dispute resolution. He is frequently called upon to advise and represent owners, subcontractors, suppliers, and builders in such front-end services as contract reviews, tender issues, and general construction matters, as well as in litigation and arbitration. Dan is experienced in negotiating, mediating, arbitrating, and litigating all manner of construction disputes including construction liens, trust claims, delay claims, construction insurance claims, and architect’s and engineer’s errors and omissions. He has experience in drafting and negotiating various forms of construction contracts on behalf of owners, developers, general contractors, subcontractors, and suppliers. Mr. Leduc also has experience in surety bond claims, including performance bond claims and labour and material payment bond claims, as well as managing cases involving large volumes of documents, at times, in excess of 2,000,000 documents.
Julie has a bilingual civil litigation practice in commercial, public and administrative law. She joined Conway Baxter Wilson LLP/s.r.l. in 2016 as an associate after clerking for the Honourable Jocelyne Gagné at the Federal Court. Julie has appeared in the Supreme Court of Canada, the Federal Court, and the Ontario Superior Court. She has worked on litigation matters spanning a wide range of areas, including cases of constitutional law, defamation law, and judicial review, as well as shareholder disputes, insurance coverage disputes, and customs tariff cases. Julie completed the joint J.D./M.A. (International Affairs) program at the University of Ottawa and Carleton University, respectively. Outside the firm, Julie sits on the Young Professionals Advisory Board for Cornerstone Housing for Women, and also mentors law students through the University of Ottawa Women’s Legal Mentorship Program.
Chad is a Chartered Professional Accountant who began his career with one of the “Big Four” international accounting firms. He joined the Ottawa accounting firm, Ginsberg Gluzman Fage & Levitz (GGFL) in 2013, and was named Partner in 2015. Chad holds his role as Head of the Tax Group at GGFL, and specializes in tax, estate planning, and corporate reorganizations. He works with a diverse client base and provides a wide variety of services to businesses and business-owners in countless industries. Chad enjoys getting to know his clients and their business well so that he truly understands their needs and challenges. This ultimately enables him and his team to provide tailored service, and sound strategic advice.
Daniel Stern, Kelly Santini LLP
Daniel’s practice spans a broad spectrum of corporate matters, with a particular focus on mergers and acquisitions. He also provides guidance on banking and finance, corporate governance, and restructuring. Daniel excels at demystifying complex legal procedures, making them accessible and manageable for his clients. His meticulous and thorough approach instills a sense of comfort and confidence throughout each client’s transactions.
*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
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*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
