The practice group at Blake, Cassels & Graydon LLP is well-placed to handle tax planning for M&A transactions, transfer pricing matters and cross-border tax controversies, for which it is routinely instructed by clients in the financial services, energy, real estate and telecoms segments. Paul Stepak directs the national group; Mark Tonkovich heads up the tax litigation and controversy group; and Jeffrey Shafer acts as transfer pricing lead. Stepak specialises in income tax planning and capital markets transactions; Tonkovich is well-versed in representing clients in administrative appeals and before federal and provincial courts. Shafer, for his part, has substantial experience in M&A, international transfer pricing and the taxation of various investment vehicles. Additional key contacts include Calgary-based Dan Jankovic, who deals with both tax planning and litigation; and Zvi Halpern-Shavim (tax compliance, planning, audit and disputes) and Andrew Spiro (tax matters involving REITs), both of whom are based in Toronto.

Legal 500 Editorial commentary

Key clients

  • Stonepeak Infrastructure Partners
  • Royal Bank of Canada (RBC)
  • IGM Financial
  • Suncor Energy
  • Recochem
  • Northview Residential REIT
  • CION Investment
  • Primaris Real Estate Investment Trust
  • Pembina Pipeline Corporation
  • SIGA Holdings Limited
  • Enerplus Corporation
  • Redpath Sugar
  • Advent International
  • Bell Media
  • The Walter Group

Work highlights

  • Advised the Royal Bank of Canada on its C$13.5bn acquisition of HSBC Canada.
  • Advised Pembina Pipeline Corporation on its acquisition of Enbridge’s joint-venture interests in Alliance Pipeline, Aux Sable and NRGreen for C$3.1bn and its concurrent C$1.1bn bought deal offering of subscription receipts.
  • Represented Redpath Sugar in its Tax Court of Canada transfer pricing litigation involving cross-border financing transactions.

Lawyers

Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.

Practice head

The lawyer(s) leading their teams.

Paul Stepak, Mark Tonkovich, Jeffrey Shafer

Other key lawyers

Zvi Halpern-Shavim, Andrew Spiro