66 Wellington St W, Suite 5300, TD Bank Twr, Toronto, ON
Year called to bar: 1981 (ON)
Counsel to the firm, based in the Toronto office. Practises income tax law with an emphasis on Canadian and cross-border mergers & acquisitions, divestitures, and reorganizations. Also advises on financings, the taxation of investment funds, pension fund investing, and the tax aspects of business operations, including transfer pricing. Represents clients before the Canada Revenue Agency and the Department of Finance. Has authored papers and articles on a variety of income tax subjects. Recognized in the most recent editions of The Canadian Legal Lexpert Directory, The Best Lawyers in Canada, The Legal 500 (Canada), Who’s Who Legal: Canada, The Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, Lexpert Guide to the Leading US/Canada Cross-Border Corporate Lawyers in Canada, Chambers Canada, and Chambers Global: The World’s Leading Lawyers for Business. Member of the Tax Section of the Ontario Bar Association, American Bar Association (Tax), International Fiscal Association, and the Toronto Centre CRA/Professionals Consultation Committee. Former governor of the Canadian Tax Foundation and member of the CBA/CICA Joint Committee on Taxation. Admitted to the Ontario Bar in 1981.
TriWest Capital Partners invested in PRT Growing Services Ltd. in partnership with senior management. The financial terms of the transaction were not disclosed.
Bruce Power L.P. has established a program providing for the offering and issuance of an unlimited aggregate principal amount of senior unsecured notes. In conjunction therewith, on June 23, 2016, Bruce Power L.P. issued $600,000,000 aggregate principal amount of Series 2016-1 Senior Unsecured Notes, due June 23, 2021, and $400,000,000 aggregate principal amount of Series 2016-2 Senior Unsecured Notes, due June 23, 2026.
On December 3, 2015, Bruce Power L.P. (Bruce Power) and the Independent Electricity System Operator (the IESO) entered into the Amended and Restated Bruce Power Refurbishment Implementation Agreement (the ARBPRIA) to extend the operating life of the Bruce Power facility to 2064.
The Manufacturers Life Insurance Company (MLI) issued $500 million aggregate principal amount of subordinated debentures.
The 2.64 per cent fixed/floating subordinated debentures, which are due January 15, 2025, and are guaranteed by Manulife Financial Corporation on a subordinated basis, were offered through a syndicate of dealers co-led by RBC Capital Markets, BMO Capital Markets and TD Securities and which included CIBC World Markets Inc., Scotia Capital Inc., Merrill Lynch Canada Inc., National Bank Financial Inc., HSBC Securities (Canada) Inc., Desjardins Securities Inc., Canaccord Genuity Corp., Laurentian Bank Securities Inc. and Manulife Securities Incorporated.
Manulife Financial Corporation issued 10 million Non-cumulative Rate Reset Class 1 Shares Series 19, at a price of $25 per share to raise gross proceeds of $250 million.
