Dwight D. Dee

Partner | Vancouver

604.643.1239

Portrait of Dwight D.  Dee

Passing on the family cottage

For many families, a summer or winter home or cottage is one of their most treasured assets. Most cottage owners want the cottage to stay in the family for generations. However, this requires significant thought and planning. Families need to...

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A trustee’s duties in volatile markets

Introduction Market volatility arising from the COVID-19 pandemic is unlike anything experienced in recent history. Two of the largest single day drops in the history of the Dow Jones Industrial Average occurred in March 2020. Later that same month, the...

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A trustee’s duties in volatile markets

Introduction Market volatility arising from the COVID-19 pandemic is unlike anything experienced in recent history. Two of the largest single day drops in the history of the Dow Jones Industrial Average occurred in March 2020. Later that same month, the...

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International Comparative Legal Guide (ICLG) to Private Client Laws and Regulation 2020 – Canada

ICLG Private Client 2020

Wendi Crowe, Dwight Dee, Nathalie Marchand and Rahul Sharma of our Private Client Services Group authored the chapter covering Canadian law in the 2020 edition of the International Comparative Legal Guide to Private Client Laws and Regulation. The international guide...

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Petrick (Trustee) v Petrick: Another Reminder to Be Careful with Joint Tenancies

A recent B.C. Supreme Court decision provides another cautionary tale about the use of joint tenancies as part of an estate plan. Family members often think holding assets in a joint tenancy will be an efficient way to devolve property...

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U.S. Class Action Filed for Canadians Who Receive U.S. Retirement Benefits

Persons who have lived and worked for extended periods of time in both Canada and the United States can often be eligible to receive benefits under both Canadian and U.S. government pension programs.   As an administrative practice, however, the U.S....

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International Comparative Legal Guide to Private Client Laws and Regulation 2019 – Canada

ICLG Private Client 2019

Rahul Sharma and Nathalie Marchand authored the chapter for Canada in the 2019 edition of this international guide covering issues in private client laws and regulations across 35 jurisdictions, with contributions from Wendi Crowe and Dwight Dee. Download the chapter or read the...

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BC Government Moves Ahead with Speculation and Vacancy Tax

On February 20, 2018, the BC Government announced its intention to implement a new tax on residential properties in certain regions of the province to address the housing affordability crisis. The “speculation tax” quickly became the water-cooler topic du jour,...

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Home is Where the . . . . Domicile is?

Born in Vancouver, raised in Toronto, educated in New York, graduate degree from England, first job in Hong Kong, transferred to Tokyo, retired in the Cayman Islands. In our increasingly mobile world, it is not uncommon for a person to...

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BC Government to Introduce Speculation Tax

In an effort to deal with the ongoing challenges of housing affordability in much of the province, the government of British Columbia announced, as part of its budget on February 20, 2018, its intention to implement a new speculation tax...

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Recent Developments for Charities & Not-For-Profits

Miller Thomson Social Impact seminar

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What’s Happening?

Susan Manwaring will be speaking at the ONN Connector Salon at the Foundation House as part of a panel on “Emerging Trends & Surprising Disruptions” on the topic “Our Changing Legal/Regulatory Systems” in Toronto, ON on March 22, 2018. Susan...

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Zeligs v. Janes: Severing Joint Tenancy

Joint tenancy is a common form of ownership for family holdings and is often used for estate planning purposes. The main benefit of a joint tenancy is the right of survivorship which provides that when one joint tenant dies, his...

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Significant New Proposals for Registrant Obligations Towards Their Clients

Canadian Securities Law News, LexisNexis, No. 269

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Significant New Proposals for Registrant Obligations Towards Their Clients

In 2012, the Canadian Securities Administrators (the “CSA”) embarked on a consultation process as to the appropriateness of introducing a statutory best interest duty for registrants when advice is provided to retail investors.  Since 2012, various members of the CSA...

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Canadian Securities Regulators Revamp Early Warning Regime

On February 25, 2016, concurrent with the publication of major changes to the take-over bid regime, the Canadian Securities Administrators (“CSA”) announced significant amendments to the early warning reporting rules.  Market participants who take large positions in public issuers, along...

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Canadian Securities Regulators Revamp Early Warning Regime

Canadian Securities Law News, LexisNexis, No. 267

On February 25, 2016, concurrent with the publication of major changes to the take-over bid regime, the Canadian Securities Administrators (“CSA”) announced significant amendments to the early warning reporting rules. Market participants who take large positions in public issuers, along...

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TSX and TSX-V Finalize Guidance on Listing Requirements for Emerging Market Issuers

Background On July 13, 2015, the Toronto Stock Exchange (the “TSX”) published a Staff Notice with guidance on the listing requirements of the TSX in relation to applicants and issuers with significant connections to emerging market jurisdictions (“Emerging Market Issuers”)....

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Mining Issuers: Make Sure Your Website Complies with 43-101

Issuers in the mining industry should be aware that the requirements of National Instrument 43-101 Standards of Disclosure for Mineral Projects (“NI 43-101”) apply to all types of disclosure, including disclosure on an issuer’s website.  On April 9, 2015, the...

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TSX Proposes Amendments to Reduce Regulatory Burden for Interlisted Issuers

Background As of November 30, 2014, of the over 1500 issuers listed on the Toronto Stock Exchange (the “TSX“), 332 were listed on another exchange or marketplace. On January 22, 2015, the TSX announced proposed amendments (the “Amendments“) to the...

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IIROC Issues Proposed Guidelines Respecting Underwriting Due Diligence

Registered dealers should be aware of proposed guidelines for due diligence in connection with prospectus offerings. On March 6, 2014, the Investment Industry Regulatory Organization of Canada (“IIROC”) issued proposed guidance with respect to underwriting due diligence for its Dealer...

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BC Securities Commission Releases 2012 Mining Report

“The BCSC reminds issuers that correcting filings may fix disclosure going forward but does not absolve a company from the original breach. In certain serious cases, the BCSC has warned that it will pursue enforcement action.” The British Columbia Securities...

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Factors Considered by the CSA in Assessing IPO Share Structures

Issuers considering an initial public offering should be aware of guidance issued by the Canadian Securities Administrators (“CSA”) with respect to appropriate pre-initial public offering (“pre-IPO”) share structures.  The CSA has released Staff Notice 41-305 Share Structure Issues – Initial...

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IIROC New Product Due Diligence Regulatory Review – Common Deficiencies and Requirements for Written Policies, Procedures and Controls

In our Fall 2009 issue, we discussed the Canadian Securities Administrators’ (“CSA”) Staff Notice 33-315 entitled Suitability Obligation and Know Your Product (the “Staff Notice”) in which the CSA gave guidance to registrants with respect to the “know your product” and...

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CSA Staff Notice 51-333: Environmental Reporting Guidance

Introduction Increasing environmental awareness has significantly affected the manner in which businesses operate and plan for the future. With environmental regulation at the forefront of the public conscience, companies and investors have requested clarification of the continuous disclosure (“CD”) requirements...

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An Overview of Executive Compensation Initiatives in 2009

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Knowing Your “Know Your Product” Obligation

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Affinity Fraud: In the Circle of Trust

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Update: BC Securities Act Charities Exemption Retained

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BC Proposes Repeal of Securities Act Charities Exemption

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