The Advisor Contract is a crucial legal document used when engaging external expertise while maintaining appropriate legal separation between the parties. This agreement is specifically designed for the Canadian legal framework, incorporating requirements from both federal and provincial legislation. It's particularly important for companies seeking specialized knowledge or services without creating an employment relationship. The contract addresses key aspects such as service scope, compensation, confidentiality, intellectual property rights, and liability protection, while ensuring compliance with Canadian tax laws and professional services regulations. This document is essential for protecting both parties' interests and clearly defining the independent contractor relationship in professional advisory arrangements.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Parties: Identification of the company and the advisor, including full legal names and addresses
2. Background: Context of the agreement and brief description of the parties' intentions
3. Definitions: Key terms used throughout the agreement
4. Appointment and Scope of Services: Description of the advisor's role and specific services to be provided
5. Term and Termination: Duration of the agreement and conditions for termination
6. Compensation and Payment Terms: Fees, expenses, and payment schedule
7. Independent Contractor Status: Clear statement of advisor's status as independent contractor, not employee
8. Confidentiality: Protection of confidential information and trade secrets
9. Intellectual Property: Ownership and rights to work product and pre-existing IP
10. Representations and Warranties: Advisor's qualifications and compliance with laws
11. Limitation of Liability: Limits on liability and indemnification provisions
12. General Provisions: Standard clauses including notices, amendments, governing law, etc.
1. Non-Competition: Restrictions on competing activities - include if advisor has access to sensitive competitive information
2. Non-Solicitation: Restrictions on soliciting clients/employees - include if advisor has significant client contact
3. Insurance Requirements: Professional liability insurance obligations - include for high-risk advisory services
4. Compliance with Specific Regulations: Include when advisor must comply with specific industry regulations (e.g., securities, financial services)
5. Performance Metrics: Specific KPIs or performance standards - include if compensation is performance-based
6. Use of Company Resources: Rules for using company equipment/facilities - include if advisor works on-site
7. Conflict Resolution: Mediation/arbitration procedures - include for high-value or complex arrangements
1. Schedule A - Services Description: Detailed breakdown of services to be provided
2. Schedule B - Fee Schedule: Detailed compensation structure, including rates and payment terms
3. Schedule C - Key Performance Indicators: Specific metrics for measuring advisor's performance
4. Schedule D - Company Policies: Relevant company policies advisor must comply with
5. Appendix 1 - Required Qualifications: List of required certifications, licenses, and qualifications
6. Appendix 2 - Approved Expenses: List of reimbursable expenses and approval procedures
Find the exact document you need
Financial Advisor Non Solicitation Agreement
A Canadian-compliant agreement protecting financial institutions' client relationships by restricting financial advisors' ability to solicit clients post-employment.
Download
Sub Advisory Agreement
A Canadian-law governed agreement establishing the delegation of investment management responsibilities from a primary adviser to a sub-adviser, subject to securities regulations.
Download
Business Consultant Agreement
A Canadian-law governed agreement establishing terms and conditions between a business consultant and client company for professional consulting services.
Download
Financial Advisor Independent Contractor Agreement
Canadian-law governed agreement establishing the independent contractor relationship between a financial services firm and a financial advisor, including regulatory compliance and operational terms.
Download
Board Of Advisors Agreement
A Canadian-compliant agreement establishing the terms and conditions for advisory board members, including their roles, responsibilities, and compensation.
Download
Financial Advisor Contract
A Canadian-compliant agreement establishing the terms and conditions between a financial advisor and client, outlining services, obligations, and regulatory requirements under federal and provincial law.
Download
Investment Advisory Agreement
A Canadian-law governed agreement establishing the terms and conditions between an investment advisor and client for the provision of investment advisory services.
Download
Senior Advisor Agreement
A Canadian-law governed agreement establishing terms for engaging a senior advisor as an independent contractor, including services, compensation, and obligations.
Download
Financial Consulting Engagement Letter
A Canadian-compliant engagement letter establishing the terms and conditions between a financial consultant and client, outlining services, fees, and professional obligations.
Download
Financial Consultant Contract
A Canadian-law governed agreement establishing terms and conditions for financial consulting services, including scope, compensation, and regulatory compliance requirements.
Download
Advisory Shares Agreement
A Canadian agreement governing the issuance of company shares to an advisor in exchange for advisory services, compliant with federal and provincial securities laws.
Download
Financial Advisor Confidentiality Agreement
Canadian-compliant confidentiality agreement for financial advisors, ensuring protection of sensitive client and proprietary information under federal and provincial laws.
Download
Advisor Contract
A Canadian-law governed agreement establishing terms and conditions for independent advisory services, defining the scope, compensation, and obligations between a company and an advisor.
Download
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)