National Webinar -Foreign Withholding Tax Recovery for Canadian Pension Plans

National Webinar -Foreign Withholding Tax Recovery for Canadian Pension Plans

May 11, 2023 1:00 PM to 2:00 PMOnline - Eastern Time Zone
Area of Interest: Pensions Format: Web

National webinar series

In this session Julia Bricker and Ian Filion from WTax will be presenting on foreign withholding tax relief and recovery and how it applies to Canadian pension funds. The session will cover major issues faced by Canadian pensions, common misconceptions held about entitlements and responsibilities, and will include data to illustrate where most Canadian pensions tend to not maximize their reclaim potential.

Attend to

  • Learn of all reclaim opportunities available to Canadian pension funds and their responsibilities during the reclaim process.

  • Understand the limitations of their custodian’s services and their in-house capabilities and recognize where gaps in their reclaim process may exist.

  • Leave with the tools they need to objectively measure their historical reclaim success. If any issues are discovered or questions are raised, members can reach out to WTax for further discussion.

Who should attend 

  • Pension plans who invest directly in foreign securities through separately managed accounts

  • Members who are responsible for communication with their pension’s custodian bank

  • Members who are specifically involved with tax reclaim document completion

Fees and Registration
Membership TypesRegular PricePlan Sponsor Price
Member$0.00 CDN$0.00 CDN
Plan Sponsor Individual Member$0.00 CDN$0.00 CDN
Associate Member$0.00 CDN$0.00 CDN
Student Membership$0.00 CDN -
Non Member$65.00 CDN$45.00 CDN
Cancellation Policy
Attending this session will allow you to earn CE credits for: The Institute of Advanced Financial Education (Advocis), Insurance of Saskatchewan, Alberta Insurance council, BC Insurance council.


Julia Bricker

Ian Filion

Julia Bricker
Managing Director: North America

Julia Bricker is the Managing Director for WTax’s North American division. Julia is a CPA, CA and qualified as a CA(SA) in South Africa where she completed her auditing articles at Ernst & Young. Julia is also a member of several industry groups, including the Co-Chair of the Withholding Tax Committee for ISSA (International Securities Services Association) and a member of the UK Finance Withholding Tax Committee.

Prior to relocating to Canada, Julia held the position of Chief Operating Officer at WTax. In her current role, Julia is responsible for managing relationships with custodian banks and oversight of all tax reclaim filing on behalf of WTax’s North American clients. Julia has an in-depth knowledge of withholding tax recovery processes and tax authority procedural requirements.


Ian Filion
Regional Director: North America

Ian Filion is a Regional Director for WTax serving the Canadian and US markets. Based in Toronto, Ian is responsible for developing new business from institutional channels and has a passion for educating industry participants. He has met with hundreds of North America’s largest asset managers, pensions and endowment funds and has deep understanding of – and appreciation for – the challenges faced by investors involving foreign withholding tax reclamation.

Before joining WTax, Ian was a Business Development Manager for Fidelity Investments. Ian has a Bachelor’s degree in Applied Economics from Wilfrid Laurier University and holds a CIM® designation.

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