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Benefits & Pensions Legal Firms

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BAKER & MCKENZIE LLP
William Watson, Principal (Partner); 181 Bay St., Toronto, ON M5J 2T3
PH: 416-865-6910
Fax: 416-863-2302
eMail: william.watson@bakermckenzie.com
Web: www.bakermckenzie.com/en/people/w/watson-william-r
Number of Lawyers in Benefits and/or Pensions Practice: 3
Key Members of Practice: Toronto - William Watson; Jordan Kirkness; Claire-Marie Colantuoni
Benefits and/or Pensions Practice at Firm Since: 1982
Significant Pension and Benefit Actions in 2017: Mazurek et al v. McMaster University, Court File No. 07-CV-331335 CP, a class action regarding the historical calculations of pension contributions for clinical faculty.

BENNETT JONES LLP
Susan G. Seller, Partner; 3400 First Canadian Place, Box 130, Toronto, ON M5X 1A4
PH: 416-777-5638
Fax: 416-863-1716
eMail: sellersg@bennettjones.com
Web: www.bennettjones.com
Canadian Cities with Offices: Calgary, Edmonton, Ottawa
Number of Lawyers in Benefits and/or Pensions Practice: 4
Key Members of Practice: Toronto - Susan G. Seller; Mariette Matos
Benefits and/or Pensions Practice at Firm Since: 2000

BLAKE, CASSELS & GRAYDON LLP
Kathryn M. Bush, Partner; 199 Bay St., Ste. 4000, Commerce Court W., Toronto, ON M5L 1A9
PH: 416-863-2633
Fax: 416-863-2653
eMail: kathryn.bush@blakes.com
Web: www.blakes.com
Canadian Cities with Offices: Toronto, Montreal, Calgary, Vancouver
Key Members of Practice: Toronto - Kathryn Bush, Jeremy Forgie, Caroline Helbronner, Elizabeth Boyd, Jeffrey Sommers; Calgary - Sean Maxwell; Montreal - Natalie Bussière; Vancouver - Bill Maclagan
Benefits and/or Pensions Practice at Firm Since: 1984
Significant Pension and Benefit Actions in 2017: Acted on many mergers and acquisitions. Advised on a number of significant governance matters.

BORDEN LADNER GERVAIS LLP
Andrew Harrison, Partner; 22 Adelaide St. W., Ste. 3400, Toronto, ON M5H 4E3
PH: 416-367-6046
Fax: 416-367-6749
eMail: aharrison@blg.com
Web: blg.com/en/Expertise/PensionsAndBenefits
Canadian Cities with Offices: Vancouver, Calgary, Toronto, Ottawa, Montreal
Number of Lawyers in Benefits and/or Pensions Practice: 16
Key Members of Practice: Vancouver - Steve Winder; Calgary - Duncan Marsden; Toronto - Andrew Harrison, Sonia Mak, Markus Kremer; Scott McEvoy, James Fu Ottawa - Pamela Cross; Montreal - Frederic Masse, Marie Garel
Benefits and/or Pensions Practice at Firm Since: Before 1985
Significant Pension and Benefit Actions in 2017: Plan restructuring (freeze, merger, de-merger, wind-up); investments and investment products; compliance of registered plan products; de-risking including annuitization ; corporate M&A and financing transactions; funding and insolvency

BROWN MILLS KLINCK PREZIOSO LLP
Elizabeth M. Brown, Partner; 130 Adelaide St. W, Ste. 1005, Toronto, ON M5H 3P5
PH: 416-368-6800
Fax: 416-368-6806
eMail: elizabeth.brown@bmkplaw.com
Web: www.bmkplaw.com
Canadian Cities with Offices: Toronto, Ottawa
Number of Lawyers in Benefits and/or Pensions Practice: 7
Key Members of Practice: Toronto - Elizabeth M. Brown, Terra L. Klinck, John Prezioso; Ottawa - Lisa J. Mills
Benefits and/or Pensions Practice at Firm Since: 2017
Significant Pension and Benefit Actions in 2017: Established in 2017, BMKP Law is a boutique pension and benefits firm - the first firm of its kind in Canada. In 2017 BMKP Law acted as lead pension and benefits counsel to U.S. Steel Canada Inc. in its CCAA proceedings. BMKP Law is also pension counsel to a number of large Canadian universities who are negotiating the creation of a new sector-wide Jointly Sponsored Pension Plan.

DENTONS CANADA LLP
Mary Picard & Scott Sweatman, Partners; 77 King St. W., Ste. 400, TD Centre, Toronto, ON M5K 0A1
PH: 416-863-4469
Fax: 416-863-4592
eMail: mary.picard@dentons.com
Web: www.dentons.com
Canadian Cities with Offices: Vancouver, Edmonton, Calgary, Toronto, Ottawa, Montréal
Number of Lawyers in Benefits and/or Pensions Practice: 3
Key Members of Practice: Toronto - Mary Picard Vancouver - Scott Sweatman and Taylor Buckley
Benefits and/or Pensions Practice at Firm Since: Over 30 years
Significant Pension and Benefit Actions in 2017: Advised on several complex pension plan mergers involving plans registered in multiple jurisdictions; business and legal advice implementing unique de-risking investment strategies for multi-million dollar defined benefit pension plans; guided the directors of several profit and non-profit related companies on pension governance and wind-up issues in the context of insolvencies of some participating employers; ongoing reorganization/merger of a Fortune 500 company’s pension plans and asset related transfers from that company to an unrelated corporation; on behalf of management, successfully negotiated with local union representatives for the establishment of one of the largest Employee Life and Health Trusts in British Columbia; acted as board counsel for large, national, not-for-profit charitable organization advising on unique treatment of pension liabilities for insolvent related employers under the CCAA; acted for a large provincial health sector health and welfare trust board of trustees including ongoing discussions with provincial union representatives toward joint trusteeship structure; advised on a complex retiree health care benefit plan for purposes of restructuring a multi-million dollar fund into an employee life and health trust; advised and structured several public companies on their deferred and restricted stock unit plans; advised a public sector education client on their group benefit plan restructuring.

FASKEN MARTINEAU DUMOULIN LLP
Ross Gascho, Partner; 333 Bay St., Ste. 2400, Toronto, ON M5H 2T6
PH: 416-865-5447
Fax: 416-364-7813
eMail: rgascho@fasken.com
Web: www.fasken.com
Canadian Cities with Offices: Montreal, Quebec City, Ottawa, Calgary, Vancouver
Number of Lawyers in Benefits and/or Pensions Practice: 18
Key Members of Practice: Toronto - Peggy McCallum, Ross Gascho Richard Johnston; Montreal - Dominique Monet; Vancouver - Darrell Wickstrom, Lorene Novakowski; Ottawa - Peggy McCallum, Dominique Monet
Benefits and/or Pensions Practice at Firm Since: 1985
Significant Pension and Benefit Actions in 2017: Advised on the first robo-advised DC pension plan in Canada; Advised on the merger and de-risking of numerous pension plans; Advising on a class action regarding an insolvent pension plan; Counsel to a major employer in whether a union claim concerning its pension plan could be heard in court rather than arbitration;

FILLMORE RILEY LLP
Jody S. Langhan, Partner & Chair of Pension & Benefits Group; 1700-360 Main St., Winnipeg, MB R3C 3Z3
PH: 204-957-8311
Fax: 204-954-0311
eMail: jslanghan@fillmoreriley.com
Web: www.fillmoreriley.com
Number of Lawyers in Benefits and/or Pensions Practice: 5
Key Members of Practice: J. Michael J. Dow, E. Beth Eva, Cy M. Fien, Jody S. Langhan, Lindsay R. Martens
Benefits and/or Pensions Practice at Firm Since: 1999
Significant Pension and Benefit Actions in 2017: Client matters are confidential.

GOLDBLATT PARTNERS LLP
Susan Philpott, Partner; 20 Dundas St. W., Ste. 1039, Toronto, ON M5G 2C2
PH: 416-979-6417
Fax: 416-591-7333
eMail: sphilpott@goldblattpartners.com
Web: www.goldblattpartners.com
Canadian Cities with Offices: Toronto, Ottawa
Number of Lawyers in Benefits and/or Pensions Practice: 5
Key Members of Practice: Toronto: Simon Archer, Clio Godkewitsch, Doug LeFaive, Susan Philpott Ottawa: Fiona Campbell
Benefits and/or Pensions Practice at Firm Since: 1980

GOODMANS LLP
John Alton, Partner, Pension, Benefits & Compensation Group; Bay Adelaide Centre, 333 Bay St., Ste. 3400, Toronto, ON M5H 2S7
PH: 416-597-4101
Fax: 416-979-1234
eMail: jalton@goodmans.ca
Web: www.goodmans.ca
Number of Lawyers in Benefits and/or Pensions Practice: 7
Key Members of Practice: Toronto - John Alton, Monique McAlister, Gale Rubenstein
Benefits and/or Pensions Practice at Firm Since: 1985

GOWLING WLG (CANADA) LLP
Dan Hayhurst, Partner; 1 First Canadian Place, 100 King St. W., Ste. 1600, Toronto, ON M5X 1G5
PH: 416-369-4635
Fax: 416-862-7661
eMail: daniel.hayhurst@gowlingwlg.com
Web: www.gowlingwlg.com
Canadian Cities with Offices: Montreal, Ottawa, Hamilton, Waterloo Region, Calgary, Vancouver
Number of Lawyers in Benefits and/or Pensions Practice: 10
Key Members of Practice: Toronto - Dan Hayhurst, Cliff Prophet; Montreal - Pierre Pilote, Elisabeth Gauthier; Calgary - David Corry
Benefits and/or Pensions Practice at Firm Since: 1990

HATCH LAW
Shawn Hatch, Legal Advisor; 1000 - 355 Burrard St., Vancouver, BC V6C 2G8
PH: 604-608-6150
eMail: shawn@hatchlaw.ca
Web: www.hatchlaw.ca
Number of Lawyers in Benefits and/or Pensions Practice: 1
Benefits and/or Pensions Practice at Firm Since: 1979

HICKS MORLEY HAMILTON STEWART STORIE LLP
Stephanie J. Kalinowski, Partner & Chair of the Pension, Benefits & Executive Compensation Practice Group; 77 King St. W., 39th Floor, Box 371, TD Centre, Toronto, ON M5K 1K8
PH: 416-864-7263
Fax: 416-362-3680
eMail: stephanie-kalinowski@hicksmorley.com
Web: hicksmorley.com
Canadian Cities with Offices: Toronto, Ottawa, Waterloo, London, Kingston
Number of Lawyers in Benefits and/or Pensions Practice: 6
Key Members of Practice: Toronto - Jordan N. Fremont, Stephanie J. Kalinowski, Natasha D. Monkman, Sukhvinder K. Dulay, Alyson M. Frankie, Paul A. Migicovsky
Benefits and/or Pensions Practice at Firm Since: 1995
Significant Pension and Benefit Actions in 2017: Represented school board trustees’ associations in negotiation of province-wide education sector ELHTs; represented broader public sector employer in process leading to conversion of pension plan to JSPP; advised on transfer of single employer plan to broader-public sector pension plan; advised on annuity purchases and other de-risking options; advised on pension and benefit issues in corporate insolvencies and restructurings.

KAPLAN LAW
Ari Kaplan, Principal; 393 University Ave., Ste. 2000, Toronto, ON M5G 1E6
PH: 416-565-4656
Fax: 416-352-1544
eMail: ari@kaplanlaw.ca
Web: kaplanlaw.ca
Number of Lawyers in Benefits and/or Pensions Practice: 1
Key Members of Practice: Toronto - Ari Kaplan
Benefits and/or Pensions Practice at Firm Since: 2016
Significant Pension and Benefit Actions in 2017: Over 500 Professional Hours in 2017 dedicated to Pension and Benefits Mediation/Arbitration, including settlement of a class action: LaCroix v. CMHC et al http://canlii.ca/t/hpt28

LANGLOIS LAWYERS, LLP
Tina Hobday, Partner; 1250 René-Lévesque Blvd. W., 20th Floor, Montreal, QC H3B 4W8
PH: 514-282-7816
Fax: 514-845-6573
eMail: tina.hobday@langlois.ca
Web: www.langlois.ca
Canadian Cities with Offices: Montreal, Quebec City
Number of Lawyers in Benefits and/or Pensions Practice: 6
Key Members of Practice: Montreal and Quebec City: Tina Hobday, Geneviève Beaudin

LAWSON LUNDELL LLP
Kenneth Burns, Partner; 1600, 925 W. Georgia St., Vancouver, BC V6C 3L2
PH: 604-685-3456
Fax: 604-669-1620
eMail: kburns@lawsonlundell.com
Web: www.lawsonlundell.com
Canadian Cities with Offices: Calgary, Kelowna, Yellowknife
Number of Lawyers in Benefits and/or Pensions Practice: 7
Key Members of Practice: Vancouver - Murray Campbell, Ken Burns, Lisa Chamzuk; Calgary - Michael Wolpert
Benefits and/or Pensions Practice at Firm Since: 1992
Significant Pension and Benefit Actions in 2017: Assisting clients in developing solvency reserve accounts; drafting target benefit provisions; defending pension funds in complex litigation surrounding plan interpretation; developing pension governance & compliance solutions; assisting clients in executing buy-in & buy-out annuity purchases.

MCCARTHY TÉTRAULT
Randy Bauslaugh, Partner; 66 Wellington St. W., Toronto, ON M5K 1E6
PH: 416-601-7695
eMail: rbauslaugh@mccarthy.ca
Web: www.mccarthy.ca
Canadian Cities with Offices: Vancouver, Calgary, Montreal, Quebec City
Number of Lawyers in Benefits and/or Pensions Practice: 6
Key Members of Practice: Canada - Randy Bauslaugh, Deron Waldock, Kelleher Lynch, Greg Winfield, Donovan Plomp, Shana Wolch, Jaspreet Kaur
Benefits and/or Pensions Practice at Firm Since: c.1950
Significant Pension and Benefit Actions in 2017: Acted for Nortel Pension administrator in settling division of assets in world-wide insolvency proceedings; advising the Canadian Bar Insurance Association in the development of a multi-employer defined benefit pension plan for law firms and accounting firms in Canada; advised Spectra Energy on pension aspects of sale of its natural gas business; advised Oxford Properties on PBA compliance aspects of its $20 billion co-investment in Hudson Yards re-development in Manhattan; acted for Brewers Retail in pension class action

MCINNES COOPER
Hugh Wright, CEO and Managing Partner; 1300 - 1969 Upper Water St., Halifax, NS B3J 2V1
PH: 902-425-6500
Fax: 902-425-6350
eMail: hugh.wright@mcinnescooper.com
Web: www.mcinnescooper.com
Canadian Cities with Offices: Charlottetown, Fredericton, Moncton, Saint John, St. John's
Number of Lawyers in Benefits and/or Pensions Practice: 8
Key Members of Practice: Halifax - Hugh Wright, Michael Murphy Charlottetown - Kiersten Amos Saint John - Michael Costello
Benefits and/or Pensions Practice at Firm Since: 1990

MILLER THOMSON LLP
Kim Ozubko, Partner; 40 King St. W., Ste. 5800, Toronto, ON M5H 3S1
PH: 416-597-4338
Fax: 416-595-8665
eMail: kozubko@millerthomson.com
Web: millerthomson.com/pensionsandbenefits
Canadian Cities with Offices: Vancouver, Calgary, Edmonton, Saskatoon, Regina, London, Kitchener-Waterloo, Guelph, Markham, Vaughan, Montreal
Number of Lawyers in Benefits and/or Pensions Practice: 6
Key Members of Practice: Toronto - Kim Ozubko

NEWTON HR LAW
Mark Newton, Founder; 8 Waterloo Ct., Thornhill, ON L3T 6L9
PH: 416-846-6855
eMail: mnewton@newtonhrlaw.com
Web: www.newtonhrlaw.com
Canadian Cities with Offices: Markham, Ottawa
Number of Lawyers in Benefits and/or Pensions Practice: 1
Key Members of Practice: Markham - Mark Newton
Benefits and/or Pensions Practice at Firm Since: 2014 (since 1983 in previous firms)
Significant Pension and Benefit Actions in 2017: Negotiated outsourcing agreements, pension freezes, plan wind-ups, plan mergers, asset transfers, spin-offs, mergers of health & welfare trusts, conversion of a health & welfare trust to an ELHT; founder and co-chair of Osgoode six-day Certificate in pension law program; management-side commentator for Lancaster pension cases; speaker at CPPIB / Chinese government book release in Beijing; speaker at CAFF50 (China Ageing and Finance Forum) in Schenzhen.

OSLER, HOSKIN & HARCOURT LLP
Paul Litner, Partner; Box 50, 1 First Canadian Place, Toronto, ON M5X 1B8
PH: 416-862-4730
Fax: 416-862-6666
eMail: plitner@osler.com
Web: www.osler.com
Canadian Cities with Offices: Toronto, Montreal, Ottawa, Calgary, Vancouver
Number of Lawyers in Benefits and/or Pensions Practice: 2311
Key Members of Practice: Toronto - Paul Litner, Jana Steele, Doug Rienzo, Anna Zalewski, Jon Marin, Glorie Alfred, Aatifa Ibrahim, Brenda Carson (Documentation Consultant); Montreal - Julien Ranger-Musiol Cross-appointed: Litigation - David Stamp, Tax - Jack Silverson, Matias Milet, Dov Begun; Securities/Corporate Finance - John Black; Employment – Brian Thiessen
Benefits and/or Pensions Practice at Firm Since: 1962
1 - including cross appointments

PIERLOT PENSION LAW
James Pierlot, Principal; 2200 - 181 University Ave., Toronto, ON M5H 3M7
PH: 416-642-2046
Fax: 416-363-7875
eMail: james@pierlot.ca
Web: www.pierlot.ca
Number of Lawyers in Benefits and/or Pensions Practice: 1
Key Members of Practice: James Pierlot
Benefits and/or Pensions Practice at Firm Since: 2011
Significant Pension and Benefit Actions in 2017: Chair, Legal Advisory Committee, Financial Services Commission of Ontario Past-Chair, Ontario Bar Association, Pension & Benefits Section; Instructor, Humber College Pension Plan Administration Courses & HRPA pension plan certificate program

PITBLADO LAW
J.R.A. (Judy) Payne, Partner; 2500 - 360 Main St., Winnipeg, MB R3C 4H6
PH: 204-956-0560
Fax: 204-957-0227
eMail: payne@pitblado.com
Web: www.pitblado.com/
Canadian Cities with Offices: Winnipeg, Arborg
Number of Lawyers in Benefits and/or Pensions Practice: 8
Key Members of Practice: Winnipeg - Pensions and Benefits: J.R.A. (Judy) Payne, Rodney E. Shannon; Benefits: Tracey L. Epp, William S. Gardner, Benjamin R. Hecht, Matthew T. Duffy, Todd C. Andres, Nicole Smith
Benefits and/or Pensions Practice at Firm Since: 1988
Significant Pension and Benefit Actions in 2017: Pension - Review DB and DC Plans for legislative compliance; preparation of CAPSA compliant governance documentation; reviews of MUPPs & their eligibility & winding up issues; consultations with plan members regarding administrator negligence claims; counselling employers with respect to enrollment disputes with plan administrators; corresponding with the Manitoba Pension Commission with respect to enrollment issues, requests for orders relating to employee record disclosures & privacy issues: Benefits - Eligibility issues, LTD disputes for both members & insurers

STEIN MONAST L.L.P.
Martin Roy, Partner; 70, Dalhousie St. #300, Quebec, QC G1K 4B2
PH: 418-529-6531
Fax: 418-523-5391
eMail: martin.roy@steinmonast.ca
Web: www.steinmonst.ca
Number of Lawyers in Benefits and/or Pensions Practice: 2
Key Members of Practice: Quebec - Martin Roy, André Johnson
Benefits and/or Pensions Practice at Firm Since: 1988
Significant Pension and Benefit Actions in 2017: Worked on several complex issues regarding municipal employees defined benefit pension plans.

STEWART MCKELVEY
Peter McLellan, Partner; 900 - 1959 Upper Water St., Box 997, Halifax, NS B3J 2X2
PH: 902-420-3200
Fax: 902-420-1417
eMail: pmclellan@stewartmckelvey.com
Web: www.stewartmckelvey.com
Canadian Cities with Offices: Fredericton, Moncton, Saint John, Charlottetown, St. John's
Number of Lawyers in Benefits and/or Pensions Practice: 11
Key Members of Practice: Halifax - Peter McLellan, Level Chan; Dante manna Saint John - Paul Smith; Steve Hutchison
Benefits and/or Pensions Practice at Firm Since: 1990
Significant Pension and Benefit Actions in 2017: Advice on the conversion of DB pension plans to shared risk or target benefit plans in the private & public sectors and litigation on same issues; advice on DB pension plan 'freezes' for employers in the resource & manufacturing sectors; advice on labour, employment, pension & benefits matters in mergers and acquisitions, including in the entertainment & manufacturing sectors; conversion of University Plan to jointly sponsored, litigation re shared risk plans in New Brunswick, Collective Bargaining - strategic advice for four large private sector DB pension plans; school board arbitration respecting ability of employer ; advice & defence of class action on changes to retiree benefits in the education sector; advice on plan investments & negotiation of investment management agreements & other agreements with third-party service providers

TORYS LLP
Mitch Frazer, Partner, Head of Pensions & Employment Group; 3000-79 Wellington St. W., Toronto, ON M5K 1N2
PH: 416-865-8220
Fax: 416-865-7380
eMail: mfrazer@torys.com
Web: www.torys.com
Canadian Cities with Offices: Calgary, Montreal, Halifax
Number of Lawyers in Benefits and/or Pensions Practice: 15
Key Members of Practice: Toronto: Mitch Frazer; Susan Nickerson
Benefits and/or Pensions Practice at Firm Since: 1987
Significant Pension and Benefit Actions in 2017: Torys is best known for the following: • Significant bench strength of pension and benefits lawyers, who work in concert with the firm’s top-notch employment, litigation, insolvency, lending and corporate lawyers to provide seamless advice. • Acting for all major pension funds, including Ontario Teachers’ Pension Plan Board, Canada Pension Plan Investment Board, OMERS, Ontario Pension Board and OPSEU Pension Trust. Our department chair, Mitch Frazer, and our Counsel, Scott Bell are regarded as two of the few experts in the country in the pension investment area. • Broad expertise in pensions, executive compensation and employee benefits matters in both Canada and the United States. • Deep expertise in the complex area of pension law—we are uniquely capable of providing strategic multi-jurisdictional structuring advice and complicated legal opinions for large pension funds and other investors. • Strategic, business-sensitive advice on day-to-day matters and in the context of mergers and acquisitions, outsourcings, offerings, income trust transactions and other corporate transactions. • Significant experience in providing large federal employers with a full range of legal services, including plan drafting, opinions, governance structuring and maintenance, complex pension investment advice and litigation defence.

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