Privacy, Financial Services

With deep industry and market insight, Kelly helps clients in the insurance industry navigate the legal and regulatory landscape with a practical approach backed by decades of experience.

Kelly Morris’ practice focuses on insurance corporate and regulatory law, as well as privacy and data security and anti-spam related matters. She advises domestic and foreign insurers, reinsurers, banks, brokers, agents, adjusters, third party administrators and other insurance intermediaries on all aspects of their operations.

Kelly provides clients in the insurance industry with comprehensive legal support. She advises on the incorporation, organization, licensing and governance of insurers, brokers and agents, as well as the regulatory and licensing requirements applicable to foreign insurers entering Canada, and on issues with respect to distribution and outsourcing. She also advises on the acquisition of insurance companies, transfers of books of business and the withdrawal and winding up of insurers.

Kelly regularly assists leading players in the sector with the preparation of insurance policies and fulfilment documents, review of insurance marketing and promotional material, and compliance with federal and provincial privacy laws, including privacy breach responses and Canada's Anti-Spam Legislation (CASL). Kelly also has deep experience advising on market conduct matters. She is also knowledgeable about near-insurance products, including warranties.

Ontario Bar, 1988

Kelly previously worked as in-house counsel and chief privacy officer to a third-party administrator of insurance and investment programs.