Charlotte is a team-oriented and details-focused problem-solver with a passion for working with start ups, SMEs, technology and entertainment companies, not-for-profit organizations, and multi-million-dollar businesses looking to develop their intellectual property, protect their assets, and grow their value. Charlotte has a diverse corporate practice designed to work collaboratively with individuals and organizations to achieve their goals and address their concerns using innovative and practical solutions. As Trademark Agent in training, Charlotte’s strong work ethic, commitment to excellence, and background in business, policy, the arts (music and theatre), legal innovation, and the tech start up and non-profit sectors allow Charlotte to take a strategic approach to law and work with organizations of all types and sizes to meet and exceed their needs.

Charlotte has experience advising and assisting with:

• Personal information and data privacy compliance and cybersecurity, including:
• • drafting privacy policies for all types and sizes of organizations;
  • reviewing and drafting information security and data protection agreements;
  • advising clients on their compliance with relevant privacy legislation and best practices;
  • negotiating complex privacy provisions in commercial contracts;
  • assisting clients with personal information disclosure and privacy breach responses; and
  • preparing privacy impact assessments (PIAs) for federal government bodies.
• Assisting in the acquisition, management, protection, and registration of intellectual property assets and portfolios, including:
• • assisting with the drafting of trademark applications, including conducting trademark searches and drafting goods and services statements;
  • coordinating client’s international trademark applications and registrations;
  • managing client’s trademark portfolios;
  • assisting with the response to trademark office actions, oppositions, and litigation;
  • advising clients on their use and protection of their intellectual property, including their brand, their products, and their trade secrets;
  • drafting confidentiality and non-disclosure agreements;
  • preparing, reviewing, and negotiating intellectual property licensing agreements;
  • transferring intellectual property assets from founders to their companies; and
  • supporting and advising on intellectual property strategy.
• Advising advertising and entertainment clients, including:
• • reviewing scripts and rough cuts of theatre, television, and film productions;
  • drafting, reviewing, and negotiating licensing and production contracts in the television, film, and music industries;
  • assisting with the incorporation of production companies, land acquisition, and financing of various productions and their entities;
  • reviewing advertising copy, including legal disclaimers, to ensure the client and their assets are protected; and
  • advising the client on compliance with Canada’s Anti-Spam legislation.
• The drafting, review, and negotiation of various technical commercial agreements for early stage start ups, SMEs, and large Canadian entities, including:
• • general terms and conditions / terms and conditions or use / terms and conditions of service;
  • master services agreements for various Software-as-a-Service, Platform-as-a-Service, and Infrastructure-as-a-Service products;
  • software and intellectual property licensing agreements, including end user licensing agreements;
  • software and platform / app subscription agreements; and
  • event sponsorship agreements.
• The acquisition and disposition of part or all of the assets or shares of businesses, and the associated corporate records review, due diligence reporting, and financing work, including:
• • the multi-million-dollar acquisition of various regional, national, and international businesses;
  • small, local business acquisitions; and
  • the purchase and securitization of specific intellectual property assets, such as domain names, trademarks, patents, copyrights, and industrial designs.
• The creation of new companies and the implementation and drafting of tax- and corporate governance-driven reorganizations, including:
• • the incorporation, amalgamation, continuance, and dissolution of limited companies across Canada;
  • advising early-stage start up companies from across the country on corporate structure and ownership options;
  • drafting and reviewing shareholders’ agreements;
  • the reorganization of existing companies pursuant to the Income Tax Act;
  • the redemption, repurchase, and issuance of shares and debt instruments; and
  • the return of capital and declaration of dividends.