Pensions & Benefits

Provides strategic legal advice with respect to retirement, health & welfare and other compensation plans. Recent focuses are on investments, DB plan freezes and innovative plan designs, governance and changes to retiree benefits. Advises on the treatment of benefit plans in M&A transactions, lending transactions and insolvencies; advises on private and public sector pension plans. Experience in litigating matters before pension regulatory authorities and provides pension expertise to McCarthy litigation team in pension class proceedings. Represented employer in connection with nation’s first Employee Life and Health Trust. Frequent speaker and writer on benefits topics, including Canadian contributor to first UNEP FI paper on ESG for Institutional Investors.

Ontario, 1988.

Member of FSRA’s Technical Advisory Committee for Asset Transfers.