Jeremy J. Forgie
Partner | Toronto
Toronto: 416-863-3888

Jeremy advises some of the largest pension plans and pension fund investment managers in Canada on plan and fund governance, pension fund investment, divestiture, acquisition, funding and de-risking issues. He also works with some of Canada's largest public corporations in advising on the design, implementation and taxation of executive and directors incentive and stock compensation plans.

In addition, Jeremy advises private- and public-sector employers, numerous Canadian and foreign consulting firms and financial institutions on pension fund investment structures, cross-border, pension legislation, tax, trust and benefit issues arising in connection with corporate transactions, privatizations, insolvencies, funding issues, ongoing compliance with regulatory requirements and the development and documentation of pension and employee benefit plans and related funding and custody arrangements.

SELECT EXPERIENCE

Recent representative matters include:

  • Counsel to 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

  • Counsel to Borealis Infrastructure and LifeLabs Medical Laboratory Services in connection with LifeLabs' acquisition of CML Healthcare Inc., a transaction valued at C$1.22-billion

AWARDS & RECOGNITION

Jeremy is recognized as a leader in pension and employee benefits law in the following publications:

  • The Canadian Legal Lexpert Directory 2017

  • Chambers Canada: Canada's Leading Lawyers for Business 2018 (Ranked in Band 1 - "Jeremy Forgie is an accomplished lawyer who is described by one source as 'a really trusted adviser: my go-to guy for any pension and benefit questions.' He advises on governance, investment and de-risking issues for a client base that includes several major employers and fund managers.")

  • The Best Lawyers in Canada 2017

  • Chambers Global: The World's Leading Lawyers for Business 2017 (Ranked in Band 1 - "Jeremy Forgie is highly regarded for his representation of a number of prestigious pension investment funds and public corporations. According to one client, 'his depth of knowledge is excellent, his speed of recall is very sharp and he is intelligent. He knows how to get to the heart of what really matters.'")

  • Acritas Stars 2016: Independently Rated Lawyers (Nominated as a stand-out lawyer by senior in-house counsel)

  • The Legal 500 Canada 2016 (Recommended)

  • The 2013 Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada

Jeremy was also named Best Lawyers' 2014 Toronto Employee Benefits Law "Lawyer of the Year."

PUBLICATIONS
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Co-author and Co-presenter: Canadian Pension De-Risking: Preparing for a Longevity Transaction
May 21, 2015, Toronto, ON.
Author: Amendments to Pension Fund Investment Regulations - New Federal Investment Regulations
Recent Developments in Pension and Employee Benefits Law, May 7, 2015, Toronto, ON.
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PROFESSIONAL APPEARANCES
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Co-speaker: Section 149 Corporations Update
Tax Forum, Pension Investment Association of Canada, Toronto, Ontario, November 16, 2016
Speaker: Defined Benefit Pension Plan De-Risking
Recent Developments in Pension and Employee Benefits Law, Blakes Business Class Seminar, Toronto, Ontario, November 3, 2016.
Co-speaker: Do the Right Thing - Responsible Investing and the Plan Administrator's Fiduciary Duty
Ontario Bar Association Seminar, Toronto, Ontario, November 26, 2014.
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