David has advised the following clients on the matters described below:

Payments and other Financial Products/Services

• Large Canadian banks on their negotiations with their payment networks

• Financial institutions on a variety of payments-related agreements, including with respect to co-branded credit card and loyalty programs

• An international payments processor on its agreements with Canadian credit card issuing banks

• Various arrangements with other players in the payments ecosystem

• The Toronto-Dominion Bank on its strategic alliance with Canada Post to expand access to financial services for Canadians, beginning with a new personal loan product

Technology and Outsourcing

• Financial institutions on their digital transformation projects in collaboration with fintechs and insurtechs

• IG Wealth Management on a strategic outsourcing arrangement with nesto with respect to IG's Canadian mortgage business

• A large natural resources company on an agreement to outsource certain finance and accounting business processes as part of its finance transformation project

• A mining company on its agreement with a telecommunications provider to enable the mining company's autonomous/driverless fleet of mining trucks

• Energy producers and distributors on the outsourcing of their enterprise-wide information technology and cybersecurity services

• Technology providers on their customer agreements for software, technology services, cloud solutions, cybersecurity solutions or system implementations

• Various other clients in a range of industries who are leveraging "big data," mobile apps, blockchain and other innovative technologies to increase customer engagement and capitalize on new business opportunities

• Ocado on an agreement to provide AI-powered fulfilment technology to McKesson Canada

Mergers and Acquisitions

• Royal Bank of Canada on its C$13.5-billion acquisition of HSBC Bank of Canada

• Kognitiv Corporation on its C$525-million acquisition of Aimia Inc.'s Loyalty Solutions business

• Republic Financial Holdings Limited on its acquisition of Scotiabank (British Virgin Islands) Limited from The Bank of Nova Scotia

• Kinder Morgan Canada on its proposed C$4.5-billion sale of the Trans Mountain Pipeline system and expansion project to the Government of Canada

• Suncor Energy Inc. on the C$1.13-billion sale of its Petro-Canada lubricants division to HollyFrontier Corporation

• The Bank of Nova Scotia on the sale of the business and assets of Roynat Lease Finance, a division of its subsidiary Roynat Inc., to Meridian Credit Union Limited

• Standard Life on the C$4-billion sale of its Canadian insurance business to Manulife

• Transamerica/AEGON on the C$600-million sale of its Canadian insurance business to Wilton Re, a subsidiary of the Canada Pension Plan Investment Board

• Ericsson Canada on its acquisitions of Telcocell and ConceptWave Software

David has been recognized as a leading lawyer in the following publications:

• The Canadian Legal Lexpert Directory 2024 (Computer & IT Law)

• Chambers Global: The World's Leading Lawyers for Business 2024 (Information Technology)

• Who's Who Legal: Global 2024 (Data – Information Technology)

• The Best Lawyers in Canada 2024 (Technology Law)

• The Legal 500 Canada – 2021–2024 (Technology)

• Chambers Canada: Canada's Leading Lawyers for Business – 2020–2023 (Information Technology)

• Thomson Reuters Stand-out Lawyers – Independently Rated Lawyers – 2020–2023 (As nominated by senior in-house counsel)

David has served as chair of the Toronto Computer Lawyers' Group (TCLG), a conference co-chair and board member for the Canadian Technology Law Association (CAN-TECH) and an executive member of the Information Technology and Intellectual Property Law Section of the Ontario Bar Association.

• Co-author : OSFI’s New Guideline B-10: Third-Party Risk Management
  Blakes Bulletin on Technology / Financial Services Regulatory, May 17, 2023.
• Co-author : OSFI’s New Draft Guideline B-10: Third-Party Risk Management
  Blakes Bulletin on Technology / Financial Services, May 11, 2022.

• Co-speaker : Proactive Cybersecurity: What You Need to Know to Protect and Thrive
  Intact Presentation, April 6, 2022.
• Co-speaker : Proactive Cybersecurity: What You Need to Know to Protect and Thrive
  Bank of Nova Scotia Presentation, Virtual, December 14, 2021.

• Quoted : Evolving technologies facilitate growth but present new risks to businesses
  Interviewed by Lucy Saddleton, Canadian Lawyer InHouse, December/January 2022.

Admitted to the Ontario Bar – 2010
JD, Osgoode Hall Law School – 2009
MBA, Schulich School of Business – 2009
BEngMgt (Electrical/Computer), McMaster University – 2005