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Senior Advisor Agreement

Senior Advisor Agreement Template for Canada

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Key Requirements PROMPT example:

Senior Advisor Agreement

"I need a Senior Advisor Agreement for engaging a former tech CEO to provide strategic guidance to our Vancouver-based SaaS startup, including monthly board meeting attendance and equity compensation, starting March 1, 2025."

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Document background
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.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions



































Clauses



































Relevant Industries

Technology

Financial Services

Healthcare

Manufacturing

Professional Services

Energy

Real Estate

Telecommunications

Life Sciences

Education

Retail

Mining

Construction

Agriculture

Transportation

Relevant Teams

Legal

Human Resources

Finance

Executive Leadership

Corporate Development

Strategy

Operations

Procurement

Compliance

Risk Management

Relevant Roles

Chief Executive Officer

Chief Financial Officer

General Counsel

Human Resources Director

Chief Operating Officer

Board Member

Strategy Director

Senior Advisor

Management Consultant

Industry Expert

Technical Specialist

Executive Director

Department Head

Vice President

Managing Director

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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