Caroline L. Helbronner
Partner | Toronto
Toronto: 416-863-2968

Caroline's practice relates primarily to pension, benefit and compensation issues, as well as related investment arrangements and tax matters. Caroline is involved in all aspects of pension, employee benefits and compensation issues, and related investment arrangements. Caroline advises private and public sector employers, financial institutions and consulting firms on cross-border, pension, tax, trust and benefit issues arising in connection with cross-border situations, corporate transactions, insolvencies, ongoing compliance with regulatory requirements and the development and documentation of pension and employee benefit plans, related investment products, funding and custody arrangements.

AWARDS & RECOGNITION

Caroline received a 2014 Lexpert Zenith Award for excellence and thought leadership in the area of pensions and benefits law. She is also recognized as a leading lawyer in the following publications:

  • The Best Lawyers in Canada 2018 (Employee Benefits Law)
  • The Canadian Legal Lexpert Directory 2017 ("Repeatedly Recommended" in Pensions & Employee Benefits - Employer)
PUBLICATIONS
Show Past:
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Co-author: Ontario Court of Appeal Addresses Interplay of SERP Entitlements and Grow-In Benefits
Legal Insights, Best Lawyers, Global Business Edition, pp. 8-11, December 2016.
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PROFESSIONAL APPEARANCES
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Speaker: DC Pension Plans: Investment and Other Current Issues
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Calgary, Alberta, March 7, 2017.
Presenter: Introduction: The Path to Board Success - Realities and Recommendations for Women Executives in the Financial Services, Insurance and Pension Fund Sectors
Women on Boards Exchange Forum, Blakes Business Class Seminar, The York Club, Toronto, Ontario March 1, 2017.
Speaker: Litigation Issues Arising from Recent Marriage Breakdown Cases
Pension Fund Disputes: Risks, Challenges and Practical Solutions, Blakes Business Class Seminar, Toronto, Ontario, February 23, 2017.
Speaker: Employee Benefit Issues: Recent Developments
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Toronto, Ontario, November 3, 2016.
Speaker: FATCA - Canadian Plan Sponsor Experience
Tax Section, American Bar Association, Washington, D.C., May 6, 2016.
Speaker: Case Law and Regulatory Round-up
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Toronto, Ontario, May 5, 2016.
Speaker: Cross Country Check Up: Regulatory Update from Coast to Coast
Canadian Pension & Benefits Institute Breakfast Seminar, Toronto, Ontario, May 4, 2016.
Speaker: Employee Benefit Issues - Pot Pourri
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Calgary, Alberta, March 16, 2016.
Speaker: Case Law and Regulatory Round-Up
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Toronto, Ontario, May 7, 2015.
Speaker: Class Actions at Trial: How to Manage the Unmanageable
Class Actions Forum West, The Canadian Institute, Vancouver, British Columbia, May 21, 2015.
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