Employee Plans

Our services include:

Long Term Incentive & Share Purchase Plan Administration

  • Complete equity incentive plan management solution for Plans Trustee, Stock Option (SOPs, ISOs and NQOs), Performance (PSUs), Restricted (RSUs), Deferred (DSUs), Phantom Awards, Incentive, Stock Appreciation (SARs) and Employee Share Purchase Plans (ESPPs)
  • Maintain and reconcile all eligible participant and future participant data, including management of employee communications
  • Customized company branded home page, including single sign on capability


  • Our Employee Share Plans software is powered and administered by our third-party provider Global Shares. Global Shares is a market-leading, comprehensive and tailored solution for the provision of administration plan services
  • Once logged in with our secure, two step authentication process, employees have 24/7 personalized access
  • Third party security audits, penetration testing, SSAE18 controls, client assurance visits and security due diligence


  • Employees can see stock prices on their plan portal, 24/7
  • Securely make a trade online or through the mobile application
  • Multicurrency settlement options, and direct settlement to your employees account


  • Client web portal to allow the Administrator to view all relevant information, including customizable board, financial and demographic reporting
  • US GAAP with ASC 718 to IFRS 2 financial reporting
  • Employee tax reporting and easily automate your expenses, disclosures, deferred tax, and EPS reporting


  • Simplify governance and compliance issues, manage insiders and directors’ dealing. Including the placement of restrictions on individual stock allocations or minimum share ownership requirements
  • Access to a specialist in-house advisory team dealing specifically with legal and tax compliance
  • We comply to the letter with strict regulation protocols and use industry best practice encryption standards, including continuously monitoring data to identify and manage potential threats

Employee Plans

What is the primary benefit to our employees?

Simplify and empower your team Participants can view current award balances and historical transactions in downloadable eStatements format or CSV/Excel. They can exercise their awards, request the sale of vested shares and make tax elections. They can accept grants online and make tax elections and enroll in purchase plans. Form filing, task notifications, AGM voting, proxy voting and surveys are simple and seamless.

What is the relationship between Odyssey and Global Shares?

This exclusive partnership is intended to allow both companies to expand their footprints in the Canadian Employee Equity Compensation, Corporate Trust and Transfer Agent Services markets. We are able to offer our clients marketing leading software supported by in-depth industry expertise, while adding our local regulatory experience to ensure compliance with Canadian regulations. Odyssey’s clients will have access to the best in class software platform that is used worldwide and is recognized for its streamlined user experience, compliance, real time trading, reporting, plan customization features, and communications capability.

What is the process for implementation?

Switching providers or upgrading from managing your stock plan on spreadsheets doesn’t have to be painful. Our onboarding process is smooth and seamless, and you’ll be guided by a team of experts every step of the way.

What is an LTIP?

Long Term Incentive Plans (LTIPs) are programs that provide a potential award to key employees above and beyond their basic salary. An LTIP offers incentives and bonuses over fixed long-term periods, usually more than three to five years.

Do you offer Private Company equity plan solutions?

We provide an easy-to-use platform for both publicly listed and private corporations. Tailored with your branding, we become an extension of your business and our CEP-certified experts become part of your team. As your company grows and evolves, we keep an accurate record of changes in ownership, stock dilution and your investors in one clearly defined and manageable space.