Atty. Greg Lindsey

Greg Lindsey is the Managing Partner of Linmac LLP and a trusted advisor with over 25 years of experience at the intersection of tax and estate law. Recognized in The Best Lawyers in Canada for Trusts and Estates, Greg is known for delivering integrated, tax-optimized strategies to high and ultra-high-net-worth individuals, family offices, and business owners.

Greg advises on a broad range of matters, including family and private business tax planning, succession and intergenerational wealth transfers and cross-border tax planning, with a strong emphasis on minimizing tax exposure while achieving clients’ long-term planning objectives. He regularly acts on exit and monetization transactions, investment structuring, and the formation of private equity and hedge funds, including both inbound and outbound financings and related business arrangements.

Greg has a reputation for his ability to simplify highly complex structures and deliver straight-forward valued-added advice. He holds both Chartered Professional Accountant (CPA) and Trust and Estate Practitioner (TEP) designations, enabling him to craft bespoke solutions that align legal strategy with tax efficiency.

Greg has provided tax planning and structuring advice in respect of the following matters:

• Led a team of over 20 lawyers on all legal and tax work relating to the formation of private equity funds that raised over $1B that was deployed in the energy sector
• A large energy company, including the spin-out of $1 billion+ in natural gas assets to a new publicly-traded income trust
• The sale of $700+ million in heavy oil and natural gas assets by a Canadian-based public company
• The spin-out of natural gas properties into a new publicly-traded company
• The acquisition by an income trust of $300+ million of petroleum and natural gas assets
• The acquisition and sale of a $100+ million Canadian-based energy services company
• The reorganization of several large private energy companies
• Internal reorganization planning for an oil sands services company
• Outbound and foreign affiliate structuring for a $100+ million mining and exploration company
• Outbound and foreign affiliate structuring for a Canadian-based energy services company with significant assets in South America

• Member, Law Society of British Columbia
• Member, Law Society of Alberta
• Member, Society of Trust and Estate Practitioners (STEP)
• Member, Canadian Bar Association
• Member, Calgary Bar Association
• Member, Institute of Chartered Accountants of Alberta
• Member, Canadian Petroleum Tax Society
• Member, Canadian Tax Foundation
• Member, STEP Executive

• Tax law sessional instruction at the University of Calgary (2004, 2005 and 2009)
• Board member on the City of Calgary’s Arts and Culture board (CADA) (2010-2013)
• Board member on CPTS board (2011-2014)
• Board member on Pheasants Forever Board (2014-2016)