The Senior Advisor Agreement is essential for companies operating in Canada who wish to formally engage experienced professionals in an advisory capacity while maintaining a clear independent contractor relationship. This document is particularly relevant when businesses need strategic guidance, industry expertise, or specialized knowledge without creating an employment relationship. The agreement comprehensively addresses key aspects such as scope of services, compensation, intellectual property rights, and confidentiality obligations, while ensuring compliance with Canadian federal and provincial regulations. It's specifically designed to protect both the company's interests and the advisor's independent status, making it suitable for various advisory arrangements from short-term strategic projects to long-term consulting relationships.
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: Identifies the contracting parties - the company and the advisor, including full legal names and addresses
2. Background: Outlines the context of the agreement, the advisor's expertise, and the company's desire to engage their services
3. Definitions: Defines key terms used throughout the agreement
4. Appointment and Scope of Services: Details the engagement of the advisor and specific services to be provided
5. Independent Contractor Status: Explicitly establishes the advisor's status as an independent contractor, not an employee
6. Term and Termination: Specifies the duration of the agreement and conditions for termination
7. Compensation and Expenses: Details the advisor's fees, payment terms, and expense reimbursement policies
8. Confidentiality: Addresses the protection of confidential information and trade secrets
9. Intellectual Property: Covers ownership and rights to intellectual property created during the engagement
10. Representations and Warranties: Contains standard representations and warranties from both parties
11. Indemnification: Outlines mutual indemnification obligations
12. General Provisions: Includes standard boilerplate clauses such as governing law, notices, and amendment procedures
1. Non-Competition: Restricts advisor from competing activities - include only if necessary and ensure compliance with Canadian competition law
2. Non-Solicitation: Prevents solicitation of employees/clients - include based on business needs
3. Insurance: Requires advisor to maintain specific insurance coverage - include if advisor's services involve significant risks
4. Performance Metrics: Establishes specific performance criteria - include if compensation is tied to performance
5. Board Observer Rights: Grants advisor rights to attend board meetings - include for strategic advisors
6. Equity Compensation: Details any equity-based compensation - include if advisor receives shares/options
7. Time Commitment: Specifies minimum time commitment - include if regular involvement is required
8. Compliance with Policies: Requires adherence to company policies - include if advisor needs access to company systems/facilities
1. Schedule A - Services Description: Detailed description of advisory services and deliverables
2. Schedule B - Compensation Terms: Detailed breakdown of fees, payment schedule, and expense policies
3. Schedule C - Confidential Information: Specific details of what constitutes confidential information
4. Schedule D - Compliance Requirements: Any specific regulatory or compliance requirements applicable to the services
5. Appendix 1 - Conflict Disclosure Form: Form for advisor to disclose any potential conflicts of interest
6. Appendix 2 - Expense Policy: Detailed policy regarding allowable expenses and reimbursement procedures
7. Appendix 3 - Key Performance Indicators: Specific metrics for measuring advisor's performance if applicable
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
Genie’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; Genie’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