Represented a plan administrator before the Court of Appeal for Ontario in a claim for a survivor pension which considered the test for qualifying as a common-law spouse and the administrator’s discharge provision under the PBA.
Pension counsel to one of Canada’s leading steel producers in its CCAA restructuring.
Represented trustees of a pension plan in a class action relating to ownership of surplus pension plan funds and administration of the pension plan and successfully resolved the matter with no liability for the trustees.
Successfully argued on behalf of a large steel mill that the union’s unreasonable conduct meant that no compensation should be awarded to an employee.
Represented an employer in negotiations to transform a single-employer pension plan into a jointly-sponsored pension plan, requiring agreement with the union on joint governance, solvency funding relief, employer contribution limits and benefit modifications.
Represented multiple pension plan trustees in a class action relating to ownership of surplus pension plan funds.
Represented actuary in litigation relating to liability for pension advice in context of pending CCAA proceedings dealing with emerging issues concerning competing obligations of employer as pension plan administrator/sponsor.
Represented employer on one of the first successful applications for rectification of pension plan wording in Ontario.
Successfully represented a financial institution at trial in defending a claim relating to incentive compensation.
Successfully represented a hospital in a judicial review application relating to jurisdiction of an arbitrator to hear a significant pension claim.