As a pension and benefits lawyer in Hicks Morley’s Toronto office, Stephanie advises employers, plan administrators and service providers on various regulatory, governance, compliance and tax matters affecting pension, retirement and group benefit plans as well as incentive plans and compensation matters.
Stephanie has recently been focusing on pension reforms in various jurisdictions, target benefit plans, plan mergers and asset transfers. She advised on the negotiation and establishment of a jointly-sponsored pension plan and has been involved in consultations with the Ontario government on the Ontario Retirement Pension Plan. She frequently assists pension plan administrators with managing the issues arising out of pension division following marriage breakdown. Stephanie has appeared before the Financial Services Tribunal, the Ontario Superior Court and the Court of Appeal for Ontario.
She is currently the co-chair of the firm’s United Way campaign and has climbed the CN Tower several times in less than 18 minutes.
Arts & Sports Construction Education Energy & Utilities Financial Services Government Ministries & Agencies (Federal and Provincial) Healthcare Hospitality & Gaming Manufacturing Media & Communications Membership Associations Mining & Natural Resources Municipalities & Municipal Agencies Non-profit Organizations Nursing Care Facilities Professional & Technical Services Retail & Wholesale Trade Social Services Transportation & Warehousing
Memberships & Affiliations
Canadian Association of Counsel to Employers (CACE) – Member
Financial Services Commission of Ontario (FSCO) – Pension Legal Advisory Committee Member
Association of Canadian Pension Management (ACPM) – Chair, Ontario Regional Council
International Pension and Employee Benefits Lawyers Association (IPEBLA) – Member
Canadian Pension and Benefits Institute (CPBI) – Member
Canadian Bar Association – Member
Ontario Bar Association – Member (Pension and Benefits, and Taxation Sections)
Canada Revenue Agency’s former Pension Advisory Committee (PAC) – Member (2005-2006)
Ontario Bar Association – Former Executive Member (Chair of Continuing Education Committee, Pensions & Benefits Section) (2003-2006)
Canadian Manufacturers and Exporters – Firm Liaison
Select Publications & Presentations
“Marriage Breakdown – Solving the Puzzle” ACPM Federal Council Webinar (November 29, 2016)
“Shining a Light on Lost Members” 2016 ACPM National Conference, Charlottetown, P.E.I. (September 20-22, 2016)
“What are Administrator’s responsibilities when Pension Plan Members go Missing?” ACPM Ontario Regional Council, Moderator, Toronto (April 28, 2016)
“What’s on the Horizon for Provincial Retirement Programs? An Overview of the Ontario Retirement Pension Plan (ORPP)” Conference Board of Canada, Toronto (April 12-13, 2016)
“What’s on the Horizon for Pensions? The ORPP” Conference Board of Canada, Toronto (December 9, 2015)
“Executive Employment” 12th Annual Canadian Association of Counsel to Employers Conference, Halifax (September 10-12, 2015)
“The ABC’s of ESG: Environmental, Social and Governance Factors in Pension Plan Investing” ACPM Session, Toronto (May 14, 2015)
“Human Rights and Other Legal Issues: A Look at Actual and Potential Litigation” Lancaster House 2nd Annual Pension Conference, Toronto (December 2 and 3, 2014)
“An Age Old Concern – Risks and Considerations of Managing an Aging Workforce” CPBI Ontario Regional Conference, Kitchener (October 2, 2014)
“Complying with Ontario’s Pension Regulations: Forms, Details and Real Life Challenges” The Canadian Institute’s 14th Annual Advanced Forum on Pension: Law, Governance and Solvency (April 3, 2013)
“Putting it all Together: Applying your knowledge to Real-World Fact Situations” Osgoode CLE: Pension and Benefit Entitlements Upon Marriage Breakdown, The Legal Guide (January 16, 2013)
“Pension Grow-In Benefits: How it will Change your Employee Termination Practices in Ontario” HRPA Conference (February 2, 2012)
Queen’s University, B.A., LL.B.