100 Queen St, Suite 1300, World Exchange Plaza, Ottawa, ON
Year called to bar: 1996 (ON)
Tax partner at BLG and representative on the firm’s Partnership Board. Practice encompasses taxation, complex estate and trust planning, tax dispute resolution, and voluntary disclosures of unpaid taxes. Provides tax advice in connection with employee equity– based compensation and taxation of pension and other tax exempt registered plans (RRSPs, RRIFs, TFSAs, RESPs, RDSPs, DPSPs, and PRPPs). Regularly advises donors and tax-exempt organizations (including charities, not-for-profit organizations, and municipal corporations) on tax implications of their donations, transactions, and activities. Has provided expert court testimony with respect to tax matters. Frequent writer and speaker on taxation issues. Special Tax Commissioner, Canadian Chamber of Commerce. Chair, STEP Canada. Chambers High Net Worth directory (Band 3). Recognized in Best Lawyers in Canada 2014+; Lawyer of the Year (trusts and estates, Ottawa) in 2021. Academician, The International Academy of Estate and Trust Law.
On June 30, 2017, Stelco Inc. (Stelco), formerly U.S. Steel Canada Inc., emerged from Companies’ Creditors Arrangements Act (CCAA) proceedings through the implementation of a CCAA plan. This involved the compromise of more than $2 billion of debt and the restructuring of approximately $2 billion of pension and benefit obligations.