Lindsay Forrest

Corporate Secretary at TAAL Distributed Information Technologies
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Contact Information
us****@****om
(386) 825-5501
Location
CA

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Credentials

  • Law Clerk Diploma
    Fanshawe College
    Apr, 2005
    - Nov, 2024

Experience

    • Canada
    • Capital Markets
    • 1 - 100 Employee
    • Corporate Secretary
      • Mar 2021 - Present

    • Canada
    • Individual and Family Services
    • 100 - 200 Employee
    • Corporate Secretary
      • Sep 2019 - Mar 2021

    • Corporate Secretary
      • May 2018 - Sep 2019

    • Canada
    • Financial Services
    • 500 - 600 Employee
    • Corporate Governance Law Clerk
      • Feb 2016 - May 2018

    • Executive Assistant to the SVP, Legal and Regulatory Compliance, and Secretary
      • Mar 2015 - Feb 2016

  • Scotiabank
    • Toronto, Canada Area
    • Senior Assistant Manager, Domestic Subsidiaries
      • Aug 2013 - Mar 2015

      Certain key areas: Corporate Governance matters Director/Officer/Shareholder matters Compliance/Regulatory matters Financial matters Corporate Governance Preparing agenda and supporting material for Board of Directors meetings, annual shareholders meetings; Certain key areas: Corporate Governance matters Director/Officer/Shareholder matters Compliance/Regulatory matters Financial matters Corporate Governance Preparing agenda and supporting material for Board of Directors meetings, annual shareholders meetings;

    • Tax Law Clerk
      • Jan 2013 - Aug 2013

    • Canada
    • Law Practice
    • 1 - 100 Employee
    • Law Clerk
      • Jul 2012 - Jan 2013

    • Canada
    • Law Practice
    • 100 - 200 Employee
    • Legal Assistant/Jr. Law Clerk
      • Feb 2011 - Jun 2012

      Responsible for providing support to 2 Senior Law Clerks and Law Clerk/Corporate Searcher of the Corporate and Financial Services department. Duties include: • Minute Book reviews both in office and on site; • Preparation of organizational resolutions, Annual resolutions, share certificates, reporting letter and other relevant documentation; • Maintain corporate records, update minute books, and Corporate database (EnAct); • Preparation of report/closing books; • Preparation and filing of Ministry forms such as Form 1 – Initial Return/Notice of Change, Business Name Registrations, Limited Partnership Registration and Articles of Incorporation, Amendment, Amalgamation and Dissolution; • Coordination and preparation of annual Extra-Provincial Registrations; • PPSA registrations; and • Drafting and preparation of various forms of correspondence

    • Canada
    • Law Practice
    • 100 - 200 Employee
    • Legal Assistant/Jr. Law Clerk
      • Mar 2008 - Feb 2011

      Responsible for providing support to the Associate and Senior Law Clerk of the Corporate and Tax department. Duties include:• Drafting and preparation of various forms of correspondence;• Preparation of incorporation, amendments, amalgamations, continuances, annual resolutions, trust resolutions, simple share purchase agreements, share certificates and other relevant documentation;• Maintain corporate records, update minute books, and Corporate database (EnAct);• Preparation of report/closing books;• Filing and time docketing activities;• Preparation and filing of Ministry forms such as Form 1 – Initial Return/Notice of Change, Business Name Registrations, Limited Partnership Registration and Articles of Incorporation, Amendment, Amalgamation and Dissolution; and• Attending to Client and Ministry inquiries.

    • Legal Assistant/Law Clerk
      • Mar 2007 - Mar 2008

      Responsible for providing Estate Law Clerk support for a Senior Consultant in the Private Client Services department. Duties included below are in addition to the general duties noted in the above position:• Preparation of Wills, Powers of Attorney both Personal and Property and Trusts.• Maintaining correspondence and coordinating annual meetings of Foundations.• Maintaining the financial statements and distribution of charitable donations of multiple Foundations which my employer was a Trustee. • Maintaining the financial statements and distribution of funds to Trustees of Trusts on behalf of the clients.• Preparation, coordinating the execution and filing of Tax Returns on behalf of the executors of the estates.

    • Canada
    • Legal Services
    • 700 & Above Employee
    • Administrative Assistant
      • Oct 2006 - Mar 2007

      Responsible for providing legal secretarial support for three Counsel. Duties include: • Preparation of legal documents, court documents and correspondence; • Scheduling/organizing meetings for each Counsel; • Filing/organizing; and Time docketing. Responsible for providing legal secretarial support for three Counsel. Duties include: • Preparation of legal documents, court documents and correspondence; • Scheduling/organizing meetings for each Counsel; • Filing/organizing; and Time docketing.

    • Legal Assistant/Law Clerk
      • Apr 2005 - Oct 2006

      Responsible for providing Estate Law Clerk support for a firm of three Counsel. Duties include: • Responsible for managing approximately 90 confidential, sensitive and complex Estate, Wills and Trust files, including: • Preparing legal documents, court forms, financial statements and memorandums • Drafting and tracking correspondence including bring forward systems • Interacting and negotiating with court staff and bank institutions on Probate and related Estate issues • Maintaining lawyer’s daily schedule and ensuring client files are complete and organized • Reporting to and updating clients on status of file and responding to client inquiries • Maintaining filing system • Preparing agendas and undertaking specific projects as assigned. • Transcribing legal documents and correspondence from a Dictaphone Transcribers • Use of Word-processing software

Education

  • Fanshawe College
    Law Clerk, Legal
    2003 - 2005

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