stephen d. holmes

STEPHEN D. HOLMES
Avocat-conseil
T 604.640.4017
F 604.622.5867
Vancouver
[email protected]
http://ca.linkedin.com/in/steph
endholmes
Successions et fiducies
Services-conseils en patrimoine
Impôt des sociétés
Capital d'investissement
Achat et vente d'une entreprise
Droit international
Formation / Admission au Barreau
EXECUTIVE SUMMARY
BA (Dean's List), University of British
Columbia, 1977
Stephen Holmes is a counsel in the Tax and Family Wealth Counsel groups in our
Vancouver office. His practice focuses on cross border business tax, securities and
business law. His international clients range from governments, trusts, and banks to
entrepreneurs.
JD, University of British Columbia,
1978
British Columbia, 1979
Stephen has lectured and written extensively in Europe, Asia and North America in
regard to tax, estate planning, immigration and corporate governance.
Activités professionnelles
Prior to joining BLG, Stephen worked at another large National Canadian law firm and
subsequently operated his own firm for 34 years.
Member, Alliance of Business
Lawyers (www.ablglobal.net) with 56
associated offices in 33 countries and
approximately 900 lawyers, 2007 —
present
REPRESENTATIVE WORK

Advises financial institutions in Switzerland and Lichtenstein with
Canadian depository in regard to voluntary disclosure, compliance and
alternatives;

Assists clients to cease residency in Canada and obtain residency in
Malta and Panama;
Director, Alliance of Business
Lawyers 2010 — present

Assists clients in regard to minimizing global tax through the use of nonresident corporations and treaties;
Alliance with CPL Consulting
Company Ltd. with offices in
Shanghai and Beijing, 2011 —
present

Advises clients in regard to the formation of non-resident trusts for estate
planning and distribution of assets to Canadians;

Negotiates for the sale of private companies. Advises in regard to
restructuring to optimize after tax sale proceeds through the use of
domestic trusts. Protection of intellectual property, employment contracts,
shareholders agreements and holding companies.
Honorary Consul of Malta for the
Provinces of British Columbia, Yukon
and Northwest Territories, 2008 —
present
Global Vice-President, Alliance of
Business Lawyer, 2012 — present
Member, Canadian Tax Foundation
Member, International Tax Planning
Association
PUBLICATIONS & PRESENTATIONS

Activités communautaires
Panel Moderator, "Money Laundering, Tax Evasion & Financial
Regulation," Alliance of Business Lawyers (ABL), Washington, DC,
November 2014.
Avocats | Agents de brevets et de marques de commerce
© 2016 Borden Ladner Gervais
S.E.N.C.R.L., S.R.L.
(«BLG»). Tous droits réservés
Former Member, Canadian Olympic
Committee

Panel Moderator, "Sale of Business and Cross Border Succession,"
Alliance of Business Lawyers (ABL), Moscow, Russia, May 2014.
Member, Vancouver Gold Medal
Plates Committee

Director, Secretary and Chairman,
Governance and Finance Committees
— Vancouver Aquarium
Speaker, "Latin America is the Place to Be — 10 Reasons," The Latin
American Business Conference in Canada (Expo Latina), Vancouver,
March 2014.

Speaker/Author, "Doing Business in Canada, Visa and Immigration into
Canada for Work and Canadian Structures to Carry on Business in
Canada," Lorman Education Services, Renton, Washington, USA,
November 2013.

Panel Moderator, "Should you be investing in Latin America," Alliance of
Business Lawyers (ABL) Conference, Mexico, November 2013.

Speaker/Author, "The Voluntary Disclosure Program," Federated Press,
Vancouver, March 2013.

Speaker, "The Ultimate Tax Plan – Retiring and Going NonResident Offshore," ZLC Financial Group, Vancouver, January 2013.

Speaker/Author, "Innovative Tax Planning — Non Resident Investment in
Canadian Real Estate," Federated Press, Calgary, June 2011.
Director and Chairman of the
Governance Committee, Hollyburn
Country Club
President, Triathlon Canada
Vice-President, American Triathlon
Confederation (PATCO, CAMTRI)
RANKINGS & RECOGNITIONS

Named the 2014 Offshore Trust Lawyer of the Year — Canada by the
Global International Awards.

Named the 2014 Cross-Border Estate Planning Lawyer of the Year —
Canada by the ACQ Global Awards.

Selected in 2011 as one of the 50 Best Lawyers in Canada by Corporate
INTL, for expertise in Tax Planning.
À PROPOS DE BORDEN LADNER GERVAIS S.E.N.C.R.L., S.R.L
Borden Ladner Gervais S.E.N.C.R.L., S.R.L. (BLG) est un grand cabinet juridique canadien
qui offre à ses clients une gamme complète de services, principalement en droit des
affaires, litige commercial et arbitrage ainsi que propriété intellectuelle. BLG est l’un des
premiers cabinets juridiques en importance au pays; il compte plus de 725 avocats,
agents de propriété intellectuelle et autres professionnels dans 5 grandes villes du
Canada. BLG répond aux besoins de ses clients, que ce soit en matière de litige, de
financement ou d’enregistrement de brevets et de marques de commerce.
Avocats | Agents de brevets et de marques de commerce
© 2016 Borden Ladner Gervais
S.E.N.C.R.L., S.R.L.
(«BLG»). Tous droits réservés