Recognized in:Tax Law
Law School:New York University
Location:100 King Street West1 First Canadian PlaceSuite 6200, P.O. Box 50Toronto, ON M5X 1B8
- New York University, graduated 2003
- University of Western Ontario, graduated 1995
- Canada, The Law Society of Upper Canada
- New York, New York State Bar Association
- American Bar Association, International Section - Co-Chair of Taxation Committee
- Canadian Tax Foundation - Member
- International Fiscal Association - Canadian Branch Treasurer
- New York University, International Tax Program Practice Council - Member
- Ontario Bar Association, New York Bar Association - Member
Recognized in The Best Lawyers in Canada for work in:
- Tax Law
- Canadian Who’s Who
- Lexpert’s Top 40 Under 40
- The Canadian Legal Lexpert Directory : Corporate Tax
- Chambers Global: The World's Leading Business Lawyers : Tax
- Bank of Montreal in connection with its acquisition of F&C Asset Management plc.
- Royal Bank of Canada in connection with its acquisition of the Canadian automobile finance and deposit business of Ally Financial Inc.
- Ontario Teachers’ Pension Plan in connection with their joint acquisition of Q9 Networks with Bell Canada, Providence Equity Partners and Madison Dearborn Partners for approximately C$1.1 billion in cash.
- TD Securities (USA) LLC v. The Queen, 2010 TCC 186 - Overturned the CRA’s long-standing policy of denying treaty benefits to US limited liability companies.
- BMO Financial Group in connection with its 2011 acquisition of Marshall & Ilsley Corporation.
- China Investment Corporation in connection with its subsidiary’s $1.26 billion investment in PennWest Energy.
- China Investment Corporation in connection with its subsidiary’s US$500 million investment in secured convertible debentures issued by SouthGobi Energy Resources Ltd., a TSX-listed mining company.
- BMO Financial Group in its acquisition of the Diners Club North American Franchise from Citigroup.
- Kinross Gold in its acquisition of Red Back Mining Inc. (largest M&A transaction in Canada in 2010).
- Royal Bank of Canada in its US$2.2 billion acquisition of RBTT Financial Group.
- Royal Bank of Canada in its $1.35 billion acquisition of Phillips, Hager & North Investment Management Ltd.
- Toronto-Dominion Bank in its US$8.5 billion acquisition of Commerce Bancorp Inc.
- China National Petroleum Corporation (CNPC) in its US$4.2 billion acquisition of PetroKazakhstan Inc. (then the largest foreign acquisition by a Chinese company), and the subsequent sale of 33% interest in PetroKazakhstan to JSC KazMuniGas.
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