Jennifer focuses her practice primarily on personal and corporate tax planning, corporate reorganizations, wealth management, and trust and estate planning matters. She also represents clients in their dealings with the CRA. She provides a full range of domestic and cross-border tax advisory services to large corporate clients as well as investors and non-profit organizations.
Education & Credentials
Education
Osgoode Hall Law School
LL.B, 2005University of Waterloo
MTax, 2009Bar Admission
Prominent Assignments
- Led as the primary underwriter and book runner for a public offering on behalf of a renowned wealth management firm, facilitating the entrance of a global leader in compact MRI and spectroscopy products into the public market.
- Facilitated the majority sale of Clearly Canadian to a strategic partner, contributing to the strategic evolution of the beverage brand.
- Provided instrumental support to the sole agent and book runner in a highly successful marketed public offering, overseeing the full exercise of the over-allotment option granted to the agent.
- Led a team of underwriters on behalf of a major North American bank and a prominent independent financial services firm in orchestrating a $30 million common shares offering for a leading manufacturer of high-volume graphene powder.
- Guided a property management group through the intricate processes of development, project financing, and legal considerations for a dynamic mixed-use development project.
- Empowered a balcony fabrication and installation company to expand its global footprint by providing comprehensive legal counsel across corporate, tax, construction, and intellectual property domains, including trademarks and patents.
- Advised an external embellishments company in a strategic acquisition, enabling seamless transition and growth for the client.
- Architected an equity incentive plan tailored for approximately 25 executives and key employees, fostering retention and motivation within the organization.
- Entrusted by a major insolvency firm to navigate complex corporate, tax, employment, and regulatory challenges, ensuring effective resolution and compliance.
Professional Involvement
- Canadian Bar Association
- Ontario Bar Association
- Canadian Tax Foundation
Publications/Presentations
- Co-Author, "Snowbirds Purchasing United States Real Estate," GIVING Advice, Jewish Foundation of Greater Toronto, 2022
- Author, "Bill C-208: Intergenerational Business Transfers," Dickinson Wright Tax Blog, October 2021
- Co-Author, “Virtual Witnessing of Wills and POAs During COVID-19,” Dickinson Wright Client Alert, April 2020
- Author, “Is Now the Right Time for an Estate Freeze?” Dickinson Wright Client Alert, April 2020
- Co-author, “COVID-19 Guide for Seniors”, Dickinson Wright News Alert, April 2020
- Author, "News Update – Canadian Tax Measures," Dickinson Wright Client Alert, April 2020