Podcasts:
Nextra Consulting Chats with Joanna Phillips
2023
The Need for ESOPs article in Benefits and Pension Monitor
EOT Announcement in Budget and why it probably doesn’t mean much for Employee Ownership
2022
Employee Ownership Trusts (EOTs) announced again in the 2022 Federal Budget
2019
ESOPs as an attraction and retention tool: report
Dealing with the Pandemic: The Early Days
Our April 2020 survey gathered responses from ESOP companies across Canada to help understand their strategies undertaken to manage operations as an ESOP during the COVID-19 crisis. The survey summary is illustrated below (infographic 1-2). EBI also offered a complimentary webinar to talk about some key considerations on the impact of the virus. The webinar recording is now available – see above.
In October 2020, EBI conducted an update survey from ESOP companies across Canada to help understand and compare responses from 7 months earlier. A summary is illustrated below (infographic 3).


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