( Disponible en anglais seulement )
Aperçu
Dwight Dee, TEP, has a business law and estates and trusts practice with a focus on private client services. Dwight works with individuals and families in the areas of estate and incapacity planning, trusts, business succession planning, and elder law matters. Dwight also has extensive experience in all aspects of business law, particularly in the areas of capital markets, mergers and acquisitions, and public company compliance.
In his private client and trusts practice, Dwight regularly assists clients with the preparation of wills, enduring powers of attorneys, family trusts, spousal trusts, and healthcare representation agreements. He also advises individuals and institutional trustees on estate and trust administration. Dwight has significant experience working with Indigenous communities in drafting and advising on settlement and community trusts. He is recognized for his exceptional client service, expert knowledge and solutions-oriented approach.
Dwight is a frequent speaker and course Chair for the Continuing Legal Education Society of British Columbia. He was recognized as a “Lawyer to Watch” by Lexpert in 2013 and was a 2013 Lexpert Rising Stars Finalist. Dwight serves on the executive of the Vancouver branch of the Society of Trust and Estate Practitioners.
Dwight is an active member of his community. Among other things, he has held a number of advisory positions in his church and has served on the board of a charitable social enterprise.
Réalisations professionnelles et leadership
- The Best Lawyers in Canada – Securities Law, 2017 – 2018
- Recipient, Award for Highest Mark in Law of Trusts, Society of Trust and Estate Practitioners (STEP) Canada, 2016
- Canadian Legal Lexpert Directory, Corporate Finance & Securities, 2016, 2019
- Appointed to Securities Law Advisory Committee of the BC Securities Commission, 2010
- Graduate, Leadership Vancouver, Vancouver Board of Trade and Volunteer Vancouver, 2003
- Recipient, University of British Columbia Chancellor’s Scholarship, 1992 – 1996
- Frequent Speaker and Course Chair for BC Continuing Legal Education
Leadership éclairé
Presentations
- Plenary Speaker, « Recent Developments and Trends in Estate Planning » – Chartered Professional Accountants of BC « Estate Planning Insights Conference », October 2021
- Speaker, « Effective Estate and Tax Planning Strategies: Navigating the New Normal », Miller Thomson Series, July 2020
- Panelist and Speaker, “Ten Ethical Dilemmas”, STEP Vancouver, November 2019
- Speaker, “Planning for Indigenous Clients,” Estate Planning Council of Victoria, June 2019
- Speaker, “Estate Planning On and Off Reserves,” National Aboriginal Trust Officers Association 6th Annual Trust and Investment Conference, May 2019
- Presenter, « Estate and Succession Planning », Wolters Kluwer Sale of Business Seminar Series, November 2018
- « Recent Developments in Charities and Not-For-Profit, » Miller Thomson Social Impact seminar, 2018
- Presentations to various financial institutions:
- « 10 Steps to an Effective Estate Plan »
- « Dealing with Aging Clients »
- « Registered Accounts and Estate Planning »
- « Don’t Leave Your Wealth to Lawyers »
- « Securities Fundamentals: Private Placements,” Continuing Legal Education Society of BC course, 2014
- « Exempt Market Securities: An Overview of the Legal Requirements and the Opportunities for Raising Capital and Investing,” Professional Chartered Accountants of BC seminar, 2014
- « Securities Fundamentals: Plans of Arrangement, » Continuing Legal Education Society of BC course, 2013
- « Securities Law Primer, » CLEBC Securities Fundamentals course, 2012
- « Creating and Advising a Public Company, » Raising Capital for Private Companies, Continuing Legal Education Society of BC course, 2010
- « Financing in Tough Economic Times, » CLEBC Mining course, 2009
- « Securities for Junior Lawyers and Legal Support Staff, » Securities Law Overview, Continuing Legal Education Society of BC course, 2009
Publications
- « Canadian Securities Regulators Revamp Early Warning Regime, » Securities Practice Notes, April 2016
- « Canadian Securities Regulators Revamp Early Warning Regime, » Canadian Securities Law News, 2016
- « TSX and TSX-V Finalize Guidance on Listing Requirements for Emerging Market Issuers, » Securities Practice Notes, July 2015
- « Mining Issuers: Make Sure Your Website Complies with 43-101, » Securities Practice Notes, April 2015
- « TSX Proposes Amendments to Reduce Regulatory Burden for Interlisted Issuers, » Securities Practice Notes, February 2015
- « IIROC Issues Proposed Guidelines Respecting Underwriting Due Diligence, » Securities Practice Notes, Spring 2014
- « BC Securities Commission Releases 2012 Mining Report, » Securities Practice Notes, Spring 2013
- « Factors Considered by the CSA in Assessing IPO Share Structures, » Securities Practice Notes, Spring 2011
- « CSA Staff Notice 51-333: Environmental Reporting Guidance, » Securities Practice Notes, Winter 2011
- « IIROC New Product Due Diligence Regulatory Review – Common Deficiencies and Requirements for Written Policies, Procedures and Controls, » Securities Practice Notes, Winter 2011
- « An Overview of Executive Compensation Initiatives in 2009, » Securities Practice Notes, Winter 2010
- « Knowing Your ‘Know Your Product’ Obligation, » Securities Practice Notes, Fall 2009
- « Affinity Fraud: In the Circle of Trust, » Charities and Not-for-Profit Newsletter, November 2007
- « Update: BC Securities Act Charities Exemption Retained, » Charities and Not-for-Profit Newsletter, September 2004
- « BC Proposes Repeal of Securities Act Charities Exemption, » Charities and Not-for-Profit Newsletter, August 2004
Published Works
- Editorial Board Member, British Columbia Probate & Estate Administration Practice Manual, British Columbia Continuing Legal Education.
- « Petrick (Trustee) v. Petrick: Another Reminder to be Careful with Joint Tenancies, » Taxes and Wealth Management, March 2020, Issue 13-1
- Co-author, Canada chapter in Private Client 2020, International Comparative Legal Guide
- Contributing Author, British Columbia Probate & Estate Administration Practice Manual, Chapter 10: Transmission and Transfer of Assets in Estate Administration, British Columbia Continuing Legal Education
Postes d’administrateur
- Board Member, Society of Trust and Estate Practitioners (STEP), Vancouver Branch
Associations professionnelles
- Society of Trust and Estate Practitioners (STEP)
- Canadian Bar Association, Wills & Trusts Subsection
Formation et admission au barreau
- British Columbia Bar, 2000
- LL.B., University of British Columbia, 1999
- B.A. (history and religious studies, first class), University of British Columbia, 1996
