Cases
Representative Work: Plan Design
Administration: Advising on issues of pension plan governance, including fiduciary duties, proper delegation
statutory requirements.
Providing strategic advice
advocacy regarding legislative
regulatory reform.
Structuring, reviewing
drafting pension
benefit plans
amendments
employee communications.
Conducting legal compliance audits of pension plans
pension funds.
Providing legal opinions concerning pension legislation, plan terms
rights of plan members.
Advising on compliance
establishment of compliance procedures.
Investments
Funding: Advising regarding the regulation of the investment of pension fund assets
pension-eligible investment products, including innovative investments such as derivatives
hedge funds.
Reviewing
drafting funding agreements, including master trust agreements, pension trust agreements, pooled fund arrangements, segregated funds
insurance contracts.
Preparing investment agreements
statements of investment policies.
Advising on pension fund investments, including structuring
compliance.
Designing
advising on the administration of locked-in investment vehicles, such as life income funds (LIFs)
locked-in retirement accounts (LIRAs).
Transactions: The Government of Canada in its $4.5 Billion acquisition of the Trans Mountain
Puget Sound Pipelines,
related terminals.
Structuring
advising on amendments, mergers, demergers, conversions
terminations of pension
benefit plans.
Structuring
advising on corporate purchases, sales, financings, mergers
demergers
other transactions involving pension
benefit plans.
Advising regarding entitlement to pension fund surplus,
the recovery of surplus, including surplus sharing agreements
contribution holidays.
Financial Institutions: Advising domestic
foreign banks, trust companies, insurance companies
securities dealers in all aspects of financial services regulation in Canada, including ownership restrictions, operating requirements, permissible corporate structures
product development.
Advising Canadian banks, both domestic
foreign-owned, in all aspects of bank
financial services regulation in Canada.
Advising financial services corporations, such as banks, insurance companies
investment dealers, regarding asset sales
corporate restructurings.
Other: Negotiating
completing complex business arrangements, such as investments, divestitures, commercial contracts, shareholder
partnership agreements,
lending
other financing arrangements.
Providing general corporate
commercial advice to businesses.
Coordinating teams of lawyers in complex projects
transactions.
Advising corporations regarding acquisitions
sales of businesses.
