Alex maintains a broad tax planning and advisory practice assisting clients with business structuring, corporate reorganizations, and mergers and acquisitions, with a focus on the resource and energy sectors.
Her expertise includes advising tax-exempt entities on the tax aspects of participating in major infrastructure projects, particularly through partnership vehicles. Alex also regularly advises market participants in Ontario’s electricity system as Ontario seeks to consolidate electricity distribution in the province. Alex’s practice extends to tax matters in the charitable and not-for-profit context.
Before joining Osler, Alex was a corporate and tax associate at a leading Indigenous rights firm where she supported Indigenous communities with economic development, fiscal, and tax matters. Given this background, she has unique expertise in tax issues that arise in the Indigenous context, particularly as Indigenous participation in the resource and energy sectors increases.
Areas of Expertise
Representative Work
- Electricity market participant in proposed acquisition of local distribution company
- Tax-exempt entity in the formation of a partnership to develop and operate a hydroelectric project*
- Indigenous government in its investment in a transmission line project*
- Tax-exempt investors in formation of private equity fund
*prior to joining Osler
Latest Insights
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Osler Update December 4, 2023
Canada introduces legislation to implement clean technology and carbon capture tax credits and provides update on remaining clean energy tax credits
The Canadian federal government has introduced an implementation bill and provided further details of its clean energy initiatives.
Read more
Speaking and Writing
Published Work
Publications
- “Case Comment: Levett v Canada, 2021 DTC 5046 (Federal Court)” (25 May 2021) Focus on Current Cases, Tax Topics 2568, online: (CCH AnswerConnect Canada) Wolters Kluwer (with Mark Jadd).
- “Case Comment: Leonard v The Queen, 2021 DTC 1027 (Tax Court of Canada)” (25 May 2021) Focus on Current Cases, Tax Topics 2568, online: (CCH AnswerConnect Canada) Wolters Kluwer.
- “Case Comment: St. Benedict Catholic Secondary School Trust v The Queen, 2020 DTC 1094 (Tax Court of Canada)” (24 November 2020) Focus on Current Cases, Tax Topics 2542, online: (CCH AnswerConnect Canada) Wolters Kluwer.
- “Case Comment: Keybrand Foods Inc. v The Queen, 2020 DTC 5087 (Federal Court of Appeal)” (22 December 2020) Focus on Current Cases, Tax Topics 2546-47, online: (CCH AnswerConnect Canada) Wolters Kluwer.
- “International Royalties on the Extended Continental Shelf: Implications for Canada, Newfoundland, and Equinor” (2020) 57:3 Alberta Law Review.
- “Folding the White Cube: What is Transforming the Gallery Scene in NYC?”, Center for Art Law (blog), July 20, 2017.
Credentials
Education
- Schulich School of Law at Dalhousie University, J.D., Certificate in Business Law
- Yale University, B.A. (with Distinction)
Languages
- English
Professional Affiliations
- Canadian Tax Foundation
- Canadian Bar Association
- Ontario Bar Association