Recognized in:Employee Benefits Law
Law School:University of Toronto
Location:100 King Street West1 First Canadian PlaceSuite 6200, P.O. Box 50Toronto, ON M5X 1B8
- University of Toronto, LL.B
- University of Toronto, B. Sc
- Ontario, The Law Society of Upper Canada
- Association of Canadian Pension Management (ACPM) - Member
- Canadian Bar Association - Member
- International Pension & Employee Benefits Lawyers Association (IPEBLA) - Member
- Law Society of Upper Canada - Member
Recognized in The Best Lawyers in Canada for work in:
- Employee Benefits Law
- The Canadian Legal Lexpert Directory : Pensions & Employee Benefits
- Pension surplus withdrawals: Eaton’s, Control Data, United Dominion, Montreal Trust.
- Established a defined contribution supplemental pension plan for a Toronto-based entertainment company.
- Drafted change-of-control and retiring allowance agreements for the President and CEO of a major Canadian financial institution.
- Advised a large public-sector pension fund on legal issues related to same-sex benefits.
- Advised several clients in relation to their ability to cancel or amend post-retirement benefits.
- Advised a major Canadian corporation regarding their pension fund, and issues related to replacing the individual trustees holding the fund’s assets with an institutional trustee.
- Provided legal opinions to clients on pension plan governance and related conflict-of-interest issues.
- Ongoing advice to clients on pension plan administration issues, including trust law and surplus issues, pension plan termination issues, family law issues and non-pension benefits.
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