66 Wellington St W, Suite 5300, TD Bank Twr, Toronto, ON
Year called to bar: 1988 (ON)
Provides strategic legal advice with respect to retirement, health and welfare and other compensation plans. Recent focuses are on investments, DB plan freezes and innovative plan designs, governance and changes to retiree benefits. Advises on the treatment of benefit plans in M&A transactions, lending transactions and insolvencies; advises on private and public sector pension plans. Experience in litigating matters before pension regulatory authorities and provides pension expertise to McCarthy litigation team in pension class proceedings. Represented employer in connection with nation’s first Employee Life and Health Trust. Frequent speaker and writer on benefits topics, including Canadian contributor to first UNEP FI paper on ESG for Institutional Investors.
TriWest Capital Partners invested in PRT Growing Services Ltd. in partnership with senior management. The financial terms of the transaction were not disclosed.
Element Financial Corporation (TSX: EFN) completed its largest acquisition to date with the $570-million purchase of the assets comprising GE Canada's fleet leasing business. GE Canada's fleet vehicle portfolio consists of 650 regionally diversified customers and integrated fleet management services for vehicle and light and medium truck financings. As part of the acquisition, Element also entered into a strategic alliance agreement with GE Capital Fleet Services in the US pursuant to which the companies will collaborate primarily on the pursuit of Canadian/US cross-border fleet management opportunities.
