- Bio
- Awards & Recognition
- Professional Involvement
- Selected Speaking Engagements
- Selected Publications
- Insights
- Education
Edward draws on his technical expertise and strong business acumen to deliver strategic tax insight to domestic and international clients. Whether providing corporate or personal tax planning advice, Edward's primary focus is on achieving his clients' objectives.
Edward is a member of the firm's Tax Group. He provides advice on domestic and international corporate tax planning as well as personal tax planning for owner-managers and high-net-worth individuals.
Prior to joining Aird & Berlis, Edward was a tax partner at a large international law firm. In this role, Edward advised on all areas of Canadian domestic and international income tax law, with a particular focus on investment funds, including exchange-traded funds, closed-end investment funds, mutual funds and offshore funds. He also advised on mergers and acquisitions, corporate reorganizations, public financings and private placements of equity, debt securities and subscription receipts.
Edward is recognized as a leading lawyer in Tax Law by The Best Lawyers in Canada.
Awards & Recognition
- Recognized in The Canadian Legal Lexpert Directory as a leading lawyer in the area of Corporate Tax
- Recognized in The Best Lawyers in Canada for his expertise in Tax Law (2022 and 2023)
Professional Involvement
Memberships
- Canadian Bar Association
- Canadian Tax Foundation
- International Fiscal Association
- Ontario Bar Association
Selected Speaking Engagements
CONFERENCES AND PRESENTATIONS
"Positioning Your Business for a Successful Exit," Exit Planning Workshop, February 27, 2020.
“Getting the Business Ready to Sell,” GTAAN/GTAFN Full Day Event, January 22, 2019.
"Tax Law Essentials for Private, Owner-Managed and Family Businesses,” Aird & Berlis LLP Webinar, November 20, 2018.
Selected Publications
“Old MacDonald Does More Harm – TCC Questions the Scope of Section 84(2) in Robillard Estate," Taxes & Wealth Management, Carswell, March 2022 (Co-Authored with Stephanie D’Amico).
"The Status of Post-Mortem Pipeline Transactions,” Insurance Planning, Federated Press, 2019, Volume XXIV, No. 3.
“Use of Canadian Partnerships by Non-Residents,” Tax Profile, Wolters Kluwer, January 2019 and TaxLine, Aird & Berlis LLP, March 2019 (Co-Authored with Jack Bernstein and Tyler Brent).
Insights
Education
- JD, University of Toronto, 2004
- MBA, University of Toronto, 2004
- BA, University of Western Ontario, 2000