OVERVIEW & EXPERTISE

 

“Unanimously regarded as a pre-eminent firm in the pensions and benefits arena in Canada. ... Also widely acknowledged as a go-to firm for pension litigation.”

Chambers Canada: Canada's Leading Lawyers for Business 2016

 

Combine the largest generation of workers ever to approach retirement with a worldwide epidemic of austerity measures across both public and private sectors. The result is unprecedented pressure on pension, employee compensation and benefit plans, as well as those who sponsor and administer them. Ready to meet these challenges are the lawyers of the Blakes Pensions, Benefits & Executive Compensation group, renowned internationally as among the very best in the business.

Pension plan administrators across Canada are grappling with new laws and regulations governing tax and minimum standards. We frequently review, interpret, draft and negotiate language for pension and benefit plans, executive compensation arrangements, retirement compensation arrangements, employee share ownership plans, deferred income arrangements, profit-sharing plans and many other types of agreements to ensure compliance with current and emerging governance standards.

Our clients also ask us to help develop pension plan governance protocols that meet legislative and regulatory requirements within their corporate structures. They engage us to design compensation arrangements in ways that balance their business objectives with tax, trust and securities law compliance. They also consult us for legal opinions on an extraordinary range of issues, including surplus entitlement, “contribution holidays,” plan mergers, governance issues and fiduciary responsibilities.

We are proud to count among our clients many of the largest Canadian pension and benefit plans and funds, both public and private. In addition, we have been pleased to advise investment managers, trust companies, banks and insurance companies regarding investment products and services for pension, health and welfare funds. Even foreign businesses and their lawyers rely on us for our unsurpassed Canadian expertise.

Our group’s partners have served as both past and present chairs and members of the Financial Services Commission of Ontario and the Financial Services Tribunal. We constantly strive to further improve our enviable reputation in the benefits industry in Canada.


 

Representative Matters: 

  • UnitedHealth Group on its subsidiary OptumRx’s US$12.8-billion combination with Catamaran Corporation.
  • SCOR Global Life in relation to the C$5-billion Sun Life Assurance Company of Canada/Bell Canada (BCE Inc.) pension de-risking insurance contract.
  • Canadian Western Bank on the proposed sale of its property and casualty insurance subsidiary Canadian Direct Insurance Inc. to Intact Financial Corporation for C$197-million.
  • Standard Life plc on the sale of its Canadian business to Manulife for C$4-billion.
 

 INDUSTRY RECOGNITION

 

​Members of the Pensions, Benefits & Executive Compensation team are recognized as leaders in the following publications:

  • Chambers Canada: Canada’s Leading Lawyers for Business Ranked in Band 1.
  • Chambers Global: The World's Leading Lawyers for Business – Ranked in Band 1.
  • The Canadian Legal Lexpert Directory  Blakes is "most frequently recommended" in Pensions & Employee Benefits.
  • Who’s Who Legal: Canada – Management Labour & Employment
  • The Best Lawyers in Canada
  •  The Legal 500 Canada

Blakes lawyers also serve as leaders in their field as part of the following groups:

  • Financial Services Commission of Ontario and Financial Services Tribunal – A Blakes pension partner is the current chair of both the tribunal and the commission, while another Blakes pension partner is a member of the legal advisory committee. A Blakes partner also previously served as vice-chair of both the tribunal and the commission.
  • Ontario Expert Commission on Pensions – A Blakes pension partner served as one of four advisors to this government commission, which recently made recommendations on the Pension Benefits Act (Ontario).
 

 PEOPLE

 
Page: 1 of 2       1 2        Items per page: 25 | 50 | ALL
Associate | Vancouver, Toronto
Vancouver: 604-631-4201
Toronto: 416-863-3338
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Private Equity, Food, Beverage & Agribusiness, Pension Fund Investment
Partner | Montréal
Montréal: 514-982-4025
Areas of Expertise: Energy, Banking, Commercial Real Estate, Financial Services, Construction, Infrastructure, Oil & Gas, Pension Fund Investment, Plan Nord, Debt Capital Markets, Structured Finance & Derivatives, Transportation, Major Projects, Downstream & Marketing, Mergers, Acquisitions & Divestitures
Partner | Toronto
Toronto: 416-863-4172
Areas of Expertise: Pensions & Benefits, Pension Fund Investment, Executive Compensation, Tax
Associate | Calgary
Calgary: 403-260-9715
Areas of Expertise: Pension Litigation, Tax Controversy & Litigation, Litigation & Dispute Resolution
Partner | Toronto
Toronto: 416-863-2633
Areas of Expertise: Pensions & Benefits, Executive Compensation, Pension Fund Investment, Pension Litigation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles, Government & Public Sector
Partner | Montréal
Montréal: 514-982-4080
Areas of Expertise: Pensions & Benefits, Pension Litigation, Employment & Labour, Employment Law, Employment Litigation, Health & Safety, Labour Law, Human Rights & Accommodation, Defence
Senior Counsel | Toronto
Toronto: 416-863-2519
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Corporate Governance, Pension Fund Investment
Partner | Toronto
Toronto: 416-863-2585
Areas of Expertise: Health & Safety, Human Rights & Accommodation, Executive Compensation, Litigation & Dispute Resolution, Employment Law, Employment Litigation, Cannabis
Partner | Toronto
Toronto: 416-863-3888
Areas of Expertise: Pensions & Benefits, Pension Fund Investment, Executive Compensation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles, Government & Public Sector
Partner | Toronto
Toronto: 416-863-3859
Areas of Expertise: Class Actions, Corporate Litigation, Securities Litigation, Competition Litigation, Pension Litigation, Constitutional & Charter of Rights
Partner | Toronto
Toronto: 416-863-3296
Areas of Expertise: Mergers & Acquisitions, Corporate & Commercial, Private Equity, Food, Beverage & Agribusiness, Capital Markets, Pensions & Benefits, Equity Capital Markets, Pension Funds Investment, Investment Funds, Investment Vehicles
Associate | Calgary
Calgary: 403-260-9736
Areas of Expertise: Corporate & Commercial, Debt Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Energy, Pensions & Benefits
Partner | Toronto
Toronto: 416-863-4294
Areas of Expertise: Corporate & Commercial, Equipment Financing, Mergers & Acquisitions, Pension Fund Investment, Venture Capital, Investment Products & Asset Management, Power, Banking, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Toronto
Toronto: 416-863-2968
Areas of Expertise: Pensions & Benefits, Retirement & Savings Products, Executive Compensation, Tax, Pension Funds Investment, Investment Funds, Investment Vehicles
Partner | Vancouver
Vancouver: 604-631-3327
Areas of Expertise: Employment Law, Employment Litigation, Health & Safety, Human Rights & Accommodation, Labour Law, Litigation & Dispute Resolution, Privacy, Pensions & Benefits, Executive Compensation, Freedom of Information, Cybersecurity and Data Breach Response & Litigation
Partner | Toronto
Toronto: 416-863-4159
Areas of Expertise: Litigation & Dispute Resolution, Corporate Litigation, Securities Litigation, Product Liability, Pension Litigation, Class Actions, Equity Capital Markets, Enterprise Risk & Crisis Response
Associate | Montréal
Montréal: 514-982-4120
Areas of Expertise: Employment Litigation, Health & Safety, Human Rights & Accommodation, Labour Law, Pensions & Benefits
Office Managing Partner | Vancouver
Vancouver: 604-631-3336
Areas of Expertise: Tax, Tax Controversy & Litigation, Transfer Pricing, Sales & Commodity Taxes, Pensions & Benefits, Executive Compensation, Forestry, Infrastructure, Middle East, Aboriginal
Partner | Calgary
Calgary: 403-260-9793
Areas of Expertise: Pensions & Benefits, Executive Compensation, Pension Fund Investment, Retirement & Savings Products, Tax, Defence
Partner | Toronto
Toronto: 416-863-2243
Areas of Expertise: Corporate & Commercial, Mergers & Acquisitions, Infrastructure, Pension Fund Investment, Energy, Food, Beverage & Agribusiness, Automotive, Pension Funds Investment, Investment Funds, Investment Vehicles
Associate | Toronto
Toronto: 416-863-3881
Areas of Expertise: Pensions & Benefits, Executive Compensation, Pension Fund Investment, Pension Litigation, Retirement & Savings Products
Associate | Toronto
Toronto: 416-863-5284
Areas of Expertise: Pensions & Benefits
Partner | Toronto
Toronto: 416-863-2955
Areas of Expertise: Class Actions, Pension Litigation, Corporate & Commercial
Senior Counsel | Toronto
Toronto: 416-863-2550
Areas of Expertise: Pensions & Benefits, Executive Compensation
Partner | Toronto
Toronto: 416-863-2534
Areas of Expertise: Pensions & Benefits, Pension Fund Investment, Retirement & Savings Products, Executive Compensation, Tax
Page: 1 of 2       1 2        Items per page: 25 | 50 | ALL