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Benefits & Pensions Legal Firms

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BAKER & MCKENZIE LLP
William Watson, 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
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 2018: 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
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

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

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 2018: Established in 2017, BMKP Law is a boutique pension and benefits firm - the first firm of its kind in Canada. BMKP Law is pension counsel to a number of large Canadian universities who are negotiating the creation of a new sector-wide Jointly Sponsored Pension Plan. In 2018 BMKP Law advised the employer sponsor of a public sector jointly sponsored pension plan on the creation of new benefit options under the plan. BMKP also advised on a number of buy-out transactions under the new Ontario PBA regime in 2018.

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 2018: 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 two large provincial health sector employers on their health and welfare trusts 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. Advised NHL hockey players on how to structure their compensation using different trust and corporate structures.

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: 15
Key Members of Practice: Toronto - Ross Gascho, Peggy McCallum, Richard Johnston; Montreal - Dominique Monet; Vancouver - Michael Wolpert, Darrell Wickstrom, Lorene Novakowski; Calgary - Michael Wolpert Ottawa - Ross Gascho, Peggy McCallum, Dominique Monet
Benefits and/or Pensions Practice at Firm Since: 1985
Significant Pension and Benefit Actions in 2018: Currently before the Supreme Court of Canada concerning right to recover overpayments to deceased pensioners; Advised on the merger and de-risking of numerous pension plans; Obtained a court order that a retirement arrangement is not a pension plan under pension standards legislation; Advising on a class action regarding an insolvent pension plan;

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 2018: 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: 6
Key Members of Practice: Toronto: Simon Archer, Clio Godkewitsch, Doug LeFaive, Susan Philpott, Sarah Rostom 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, Josee Gervais; Calgary - David Corry
Benefits and/or Pensions Practice at Firm Since: 1990

HATCH LAW
Shawn Hatch, Lawyer; 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: 5
Key Members of Practice: Toronto - Jordan N. Fremont, Stephanie J. Kalinowski, Natasha D. Monkman, Sukhvinder K. Dulay, Alyson M. Frankie
Benefits and/or Pensions Practice at Firm Since: 1995
Significant Pension and Benefit Actions in 2018: Represented broader public sector employer in the planning and implementation of conversion of single employer pension plan to JSPP; represented employer in merger with broader-public sector pension plan; acted for plan administrator in litigation alleging improper plan administration; represented school board trustees’ associations in negotiation of province-wide education sector ELHTs and advised on related implementation issues; represented school boards with respect to ELHT funding-related grievances; strategic advice on annuity purchases and other de-risking options; negotiated pension and benefit issues in corporate insolvencies and restructurings and gave strategic advice on pre- and post-transaction plan harmonization and design changes; advised on tax and employment aspects of executive compensation matters including restrictive covenants and drafting executive contracts, incentive plans and equity-based compensation plans.

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 2018: Over 1000 Professional Hours since 2016 dedicated to Pension and Benefits Mediation. 2018 Highlights: Settlement of pre-litigation dispute between public employer and insurance company over ASO benefits plan. Negotiation of Bill 27 Pension Reform Bill in Alberta.

KOSKIE MINSKY LLP
Andrew Hatnay, Partner; 20 Queen St. W., Ste. 900, Toronto, ON M5H 3R3
PH: 416-595-2083
eMail: ahatnay@kmlaw.ca
Web: www.kmlaw.ca
Number of Lawyers in Benefits and/or Pensions Practice: 17
Key Members of Practice: Toronto - George Dzuro, Murray Gold, Andrew Hatnay, Michael Mazzuca, Roberto Tomassini, Mark Zigler
Benefits and/or Pensions Practice at Firm Since: 1981

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

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; Megan Kaneen
Benefits and/or Pensions Practice at Firm Since: 1992
Significant Pension and Benefit Actions in 2018: 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, Toronto, Montreal, Quebec City
Number of Lawyers in Benefits and/or Pensions Practice: 8
Key Members of Practice: Canada - Randy Bauslaugh, Deron Waldock, Kelleher Lynch, Greg Winfield, Donovan Plomp, Shana Wolch, Jaspreet Kaur, Dana Peebles
Benefits and/or Pensions Practice at Firm Since: c.1950
Significant Pension and Benefit Actions in 2018: formalized our 45-lawyer Pension Funds Group; successfully lobbied for Lawyers Financial and Christian Schools to expand target benefit legislation to non-union workplaces; defended 9 pension class actions; acted for OMERS, Unilever, Credit Suisse, Samsonite, Brookfield, and Glencore on pension investment matters exceeding $35B; acted for Nortel Pension administrator in PBGF matter; ongoing advice on Employee Life and Health Trust matters; advice on plan administration issues, including marriage breakdown, plan amendment, pension asset and liability transfers,member entitlements, investment policy and ESG factor integration.

MCINNES COOPER
Hugh Wright, 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: 7
Key Members of Practice: Halifax - Hugh Wright, Michael Murphy 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 2018: 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.

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: 141
Key Members of Practice: Toronto - Paul Litner, Jana Steele, Doug Rienzo, Anna Zalewski, Jon Marin, Glorie Alfred, 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 2018: 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 2018: 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 2018: Worked on several complex issues regarding municipal employees defined benefit pension plans. Involved in the CCAA Wabush Mines case.

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: 12
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 2018: Class action litigation in New Brunswick re conversion to shared risk plans; Investment advice to Nova Scotia's largest public sector pension plan; transfer of past service from NS Plan to Ontario mulit-employer plan; Conversion to Joint Sponsorship of Newfoundland's largest University Plan

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; Scott Bell
Benefits and/or Pensions Practice at Firm Since: 1987
Significant Pension and Benefit Actions in 2018: 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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