Have you heard of simple agreements for future equity (“SAFEs”)? Did you know that it is often appealing to investors and companies due to the simplicity of the instrument and its low costs? Be it your first time hearing of them or be it an financial instrument you want to learn how to use, join us at our webinar to SAFEly navigate them. 

Our session will briefly introduce you to the SAFE, go through issues to be aware of, and tax implications of this financial instrument.


Featured Speakers

Jin Wen, CPA, CA

Tax Partner at Grant Thornton

Senior Director in Finance, CIBC

As a Tax Partner in Grant Thornton’s Toronto office, Jin Wen is a Chartered Professional Accountant (CPA) and has completed all levels of the CPA Canada In-Depth Tax Course. Her comprehensive tax knowledge and ability to strategically analyze situations provides bespoke tax solutions for her clients. In the area of Canadian taxation, she develops tax planning strategies for income splitting, loss utilization, tax minimization, mergers & acquisitions, corporate reorganization, trusts, and estate planning.

As a member of the Board of Governors of the Canadian Tax Foundation and a former Chair of the Canadian Tax Foundation’s Young Practitioner Steering Committee (Toronto chapter), Jin has worked tirelessly to further the professional development and fellowship for her colleagues in the tax community. Jin has also contributed to tax education by working as a facilitator, tutor, and group study leader for the CPA Canada In-Depth Tax Course.

Ruming Liu

Founding Partner at Silicon Valley MagStone Law, LLP 

Ms. Liu is a highly seasoned corporate attorney with over a decade of expertise in representing both public and private companies, as well as investment banks, in a wide spectrum of corporate and finance matters. Her practice spans advising start-up and emerging growth enterprises from their inception through acquisition or initial public offering, encompassing areas such as venture capital financing, equity financing, operational compliance, and mergers & acquisitions. Furthermore, Ms. Liu serves as legal counsel to venture capital firms and angel investors, assisting them in fund and investment vehicle formation, as well as guiding their investments in start-up companies. Ms. Liu is a mentor for Stanford’s Summer Session Course titled “Technology Entrepreneurship” and is actively engaged with various incubators and accelerators.


Event Information

Date: Thursday February 15, 2024

Time: 9:00 pm – 10:30 pm ET (registration starts at 8:45 pm)

Session Format: Online Webinar

Language: Mandarin

CPD credit: 1.5 hours

Cost: Free

Registration Deadline: Wednesday February 14, 2024 at 5:00 pm ET

Once registered, you will receive an email confirmation with webinar details. 

Please use the same name when registering on ccpaa.ca and joining the Zoom meeting.


About AAIA

AAIA (www.aaiatech.org) is a registered non-profit organization committed to the growth of entrepreneurship around the globe. It has been inspiring entrepreneurs through connections and collaborative learning. With a global network of industry leaders, professionals, and ecosystem builders, AAIA provides streamlined support to help entrepreneurs achieve their full potential. Our mission is to foster an innovation ecosystem where like-minded entrepreneurs can grow together.

Course Curriculum

No curriculum found !