Elizabeth is involved in all aspects of the taxation, design, implementation, administration and termination of pension, other employee benefit, stock option, share purchase, profit sharing and executive compensation arrangements, including compliance with tax, pension investment and other regulatory requirements.
Elizabeth works with plan sponsors and administrators in the private and public sectors, as well as financial institutions and various consulting firms. She advises on pension, other benefit and equity and deferred compensation aspects of corporate transactions, and also advises plan sponsors and litigation counsel in connection with class actions and other litigation matters involving pension and benefit plans.
Elizabeth has experience advising sponsors and administrators of both federally and provincially regulated defined benefit and defined contribution pension plans for unionized and non-unionized employees on a wide range of matters, including regulatory compliance, employee communications, pension fund investments, business sales, asset transfers and plan wind-ups. She also works regularly with employers on their supplementary executive pension arrangements, group savings plans and flexible benefits plans.
Between 1992 and 1994, before joining Blakes, Elizabeth was a tax litigator with the federal Department of Justice in Toronto.
Elizabeth has been recognized as a leading lawyer in the following publications:
The Best Lawyers in Canada 2024 (Employee Benefits Law)
The Canadian Legal Lexpert Directory 2023 (Pensions and Employee Benefits)
Who's Who Legal: Global 2022 (Pensions & Benefits)
Who's Who Legal: Canada 2022 (Labour, Employment & Benefits)
The Legal 500 Canada 2018 (Pensions)
Elizabeth has written numerous articles and speaks frequently at conferences on retirement plans and executive compensation issues and has been a guest lecturer at Osgoode Hall Law School. She is a member of the Canadian Tax Foundation and the Financial Services Commission of Ontario Legal Advisory Committee and sits on the Ontario Provincial Judges Pension Board. She is a former member of the CAPSA Industry Advisory Group on Prudence in Funding and Investment and the Ontario Bar Association Pension and Benefits Section executive.
Admitted to the Ontario Bar – 1992
LLB, University of Ottawa – 1990
BA (Hon.), University of Toronto – 1985
Canadian pension law went through numerous changes in 2023. Below is an overview of certain significant developments from...