Canada Image
LIVE WEBCAST
14 May 2026, 1 - 2pm EDT
INSIDE CANADIAN EQUITY PLANS: WHAT YOU NEED TO KNOW
webcast

Andrew Schwartz, Computershare 
Cynthia Gosselin, Computershare 
Katherine Leung, EY

All plan types
Canada

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.


CPE CREDIT HOURS: 1.0*

 Field of study: Specialized Knowledge
 Levels: O
 Delivery method: Group Internet-Based
 Advanced preparation: None

CEP Continuing Education (CE) credit:1.0 credits *CPE credits are provided for live webcasts only.

Please visit our Continuing Education and Event Policies pages for more information.

COST

  • Members: Free access — Live and on-demand
  • Non-members: $85 per webcast — Live and on-demand

Unlock unlimited access! Join GEO from just $375/year and watch every webcast free—live or on-demand plus more member perks!

IN-PERSON CHAPTER EVENT
3 September 2025, 11:15am - 1:30pm EDT
GEO TORONTO CHAPTER MEETING
TORONTO IN PERSON CHAPTER MEETING

Toronto

Trending now
All plan types
Canada

GLOBAL SHARE PLANS: UNVEILING THE FUTURE OF EQUITY COMPENSATION

Join us for an engaging and informative session designed to empower you with the latest insights and strategies in the ever-changing world of equity compensation. We'll delve into key trends, best practices, and proven approaches to help you optimize your programs and elevate your leadership.

Expect practical takeaways you can immediately apply to navigate challenges and drive impactful outcomes in your equity role.

SESSION ONE: MYTH BUSTERS: GLOBAL SHARE PLANS UNVEILED

Join us for this Myth Busters session, where we will dispel common misconceptions about implementing global share plans. Discover how local qualified plans—such as those in the UK, US, and Ireland—can remain relevant and effective when expanding equity programs worldwide. Gain valuable insights from industry leaders and take advantage of the opportunity to have your questions addressed by our expert panel. 
 

SESSION TWO: CURIOUS ABOUT THE FUTURE OF EQUITY COMPENSATION?

Be the first to hear the exclusive results of the 2025 Global Equity Insights Survey! We’ll explore the latest trends in reporting, equal pay, and the impact of AI on equity programs, with a special focus on key takeaways for Canadian-based issuers. Gain actionable insights from leading experts!

Light lunch will be provided. 

There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.
 

LOCATION
Deloitte Toronto 
8 Adelaide St W
Toronto, ON 
M5H 0A9
Canada

Thank you to our sponsor:

computershare logo

 

ARTICLE
21 February 2025
FINANCE CONFIRMS EMPLOYEE STOCK OPTION CHANGE DEFERRED TO 2026
External News

EY

Finance, tax and accounting
Stock options
Canada

The Canadian government has deferred the proposed increase in the capital gains inclusion rate and corresponding reduction in the employee stock option deduction from June 2024 to January 2026. As a result, for 2025, qualifying employee stock options will still benefit from the current one-half deduction rate when calculating income tax withholding. Additionally, the Canada Revenue Agency has provided temporary relief from late-filing penalties for certain information returns, while Revenu Québec will maintain the one-half deduction but has not announced similar penalty relief.

ARTICLE
29 January 2024
BUNKER HILL ANNOUNCES EQUITY COMPENSATION GRANT
External News

Bunker Hill

Canada

Bunker Hill Mining Corp. has granted 672,450 restricted stock units (RSUs) to its Chief Financial Officer under its amended restricted stock unit incentive plan, with each RSU vesting into one common share on January 29, 2025, at a price of C$0.10 per share. The RSU Plan is accessible through the company’s SEDAR+ profile. Under new Idaho-based leadership, Bunker Hill aims to sustainably restart the Bunker Hill Mine as part of its strategy to consolidate and optimize mining assets in North America.

VIRTUAL CHAPTER EVENT
28 January 2025, 4 - 5pm EST
TORONTO VIRTUAL CHAPTER MEETING
CANADA CHAPTER MEETING GRAPHIC

Toronto

Canada

Exploring ESG's Impact on Compensation

Join us for an engaging session that explores the evolving intersection of ESG (Environmental, Social, and Governance) principles and compensation strategies. Discover the latest ESG trends in North America and hear firsthand from a panel of experts who have successfully integrated ESG into their compensation practices. Through live polling, we’ll reveal insights into what companies are doing in this space and explore how sustainability goals are shaping compensation frameworks in the U.S. and Canada. This session will also provide a forward-looking perspective on what to expect in 2025, offering practical strategies to align compensation plans with corporate ESG objectives.

KEY LEARNING POINTS:

  • Understand the current state of ESG trends in North America and their implications for compensation practices.
  • Gain actionable insights from live polling and expert panel discussions on integrating ESG principles into equity and cash compensation.
  • Explore forward-looking strategies for aligning compensation plans with sustainability goals and preparing for future ESG-related challenges.

 

There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.

ARTICLE
5 December 2024
BANYAN ANNOUNCES GRANT OF INCENTIVE STOCK OPTIONS
External News

Morningstar

Design and strategy
Stock options
Canada

Banyan Gold Corp. has granted 8,000,000 stock options at an exercise price of $0.21 per share to directors, officers, consultants, and staff, with vesting periods up to 18 months and terms of either five or ten years, as part of its annual compensation review. The company’s primary asset, the AurMac Project in Yukon, Canada, boasts an inferred Mineral Resource Estimate of 7 million ounces of gold, accessible via existing infrastructure and featuring two near-surface deposits, Airstrip and Powerline. Banyan also owns the Hyland Gold Project, a sediment-hosted deposit along the Tintina Gold Belt, further strengthening its exploration portfolio in the Yukon Territory.

ARTICLE
18 November 2024
ANALYTIXINSIGHT GRANTS EQUITY COMPENSATION AWARDS TO NEW ADVISORS
External News

Business Wire

Trending now
Stock options
Canada

AnalytixInsight announced the grant of 1.6 million restricted share units (RSUs) and 1.05 million stock options to strengthen its advisory team, including strategic appointments such as John Ballow, Valisha Graves, and Richard Greco. The company aims to enhance its CapitalCube product, expand enterprise sales, and explore new opportunities for its MarketWall fintech solutions, leveraging the advisors' expertise and networks. Additionally, AnalytixInsight plans to settle C$117,500 in accrued fees to directors and officers through the issuance of 11.75 million shares, subject to regulatory approval, as part of its broader strategic initiatives.

IN-PERSON CHAPTER EVENT
18 September 2024, 4 - 5pm EDT
TORONTO CHAPTER MEETING
Toronto

Toronto

All plan types
Canada

GEO TORONTO CHAPTER SUMMER/FALL 2024 MEETING

Meet and hear from local equity compensation professionals at the next GEO Toronto Chapter meeting.

 

SESSION ONE: THE BEST OF NASHVILLE
From Nashville to Toronto: the GEO Toronto Chapter is excited to share the latest updates from the GEO Annual Conference. Amelie Desrochers (Deloitte) will focus on sharing the knowledge and key themes from the event, on share plan design, strategy and engagement, in addition to the latest technical updates.

 

SESSION TWO: WHO, WHAT, WHERE, AND WHY - DELIVERING TAX COMMUNICATIONS IN A MEANINGFUL WAY
Knowledge is power especially when it comes all things related to tax. So why not empower your participants with the tools and resources they need to help them understand the potential tax consequences of what they own. During this thought-provoking session we will cover the five Ws - who, what, when, where and why - of tax communications. It's not just about giving the information, but more importantly delivering it in a meaningful way. You'll hear from our experienced guest speaker that has done just that and as a result has a powerful story to share.

KEY LEARNING POINTS

  • Learn how to empower yourself with the necessary tools and resources for informed decision-making.
  • Delivering tax information in a meaningful and impactful way.
  • Hear from an experienced guest speaker who has successfully navigated tax communication challenges

     

SESSION THREE: BURSTING THE MYTH OF MOVING TO AN OMNIBUS PLAN
This session will be conducted by industry experts who have experience in implementing and managing omnibus plans. During the session, participants will gain a comprehensive understanding of the advantages and challenges associated with moving to an omnibus plan. The experts will present real-life examples, share best practices, and provide practical tips to help organizations make informed decisions about adopting an omnibus plan.

KEY LEARNING POINTS

  • Common misconceptions surrounding the transition to an omnibus plan in an organization.
  • Advantages and challenges of adopting an omnibus plan, with insights from industry experts.
  • Best practices to help your organization make informed decisions when considering an omnibus plan.

     

COST:
There is no cost for this chapter meeting, but registration is required. Both GEO members and non-members are welcome.