Successfully represented a financial institution in the Federal Court of Appeal in having an employee’s appeal from a judicial review application dismissed, and upholding an adjudicator’s decision in favour of the employer in an unjust dismissal complaint.
Advised on the pension and benefits aspects of the acquisition of a Canadian directories business by a global asset management firm.
Successful at trial in which the court dismissed a multi-million dollar claim that an insurance advisor was entitled to millions of dollars after his contract was terminated and he continued to service the policies of clients.
Successfully obtained an injunction against a director and 50/50 shareholder of an insurance brokerage to prevent him from setting up a competitor and also from misappropriating clients, a client list and key employees.
Had a multi-million dollar pension class action case against a large life insurance provider dismissed.
At trial, successfully enforced an oral agreement that there was joint ownership over an insurance producer’s book of business. When he left, the court required that he pay fair market value for 50% of his book of business. This decision was upheld by the Court of Appeal for Ontario.
Successfully represented an insurance brokerage in the Court of Appeal for Ontario in a wrongful competition and breach of fiduciary duty action.
Defended a major financial institution in a wrongful competition matter in the investment industry.
Successfully argued for the early dismissal of an unjust dismissal complaint under the Canada Labour Code for a major financial institution.
Successfully defended a plan administrator in an application seeking survivor benefits contrary to the pension plan terms.