About

Provided by McCarthy Tétrault LLP

McCarthy Tétrault’s Pensions, Benefits, & Executive Compensation group sculpts smart and sustainable solutions for every stage of creating, implementing and managing pension, benefit and executive compensation plans. We have represented clients in class litigation, mediation and arbitration for some of the most complex, bet-the-company pension and benefits cases.

As trailblazers in the field, clients rely on our innovative approach and strategic insights on new and emerging issues such as target benefit plans, structuring direct and indirect pension fund investments for infrastructure, public-private partnerships, private equity and longevity hedging transactions.

Our client base is diverse, many small and medium sized enterprises seek our guidance. At the same time we are the go-to counsel for many of the largest public and private multinational plans, employers, sponsors, administrators, governments, regulators, and their service providers. Our diverse experience means we can provide practical, hands-on advice for our clients’ full range of needs - from advice for day-to-day compliance to guidance through our clients’ most complex and pressing issues. We also work with your usual counsel to address specialized pension, benefits and executive compensation issues.

Chambers Review

Provided by Chambers
Pensions & Benefits - Nationwide - Canada
2
Band 2
What the Team is Known For

McCarthy Tétrault offers a highly-regarded team primarily based in Toronto with a significant national footprint and experience advising on pension fund investments, plan consolidation and governance issues. The firm's lawyers act for clients across an array of industries - including manufacturing,energy and education - and regularly handle the pensions aspects of corporate transactions. The team also possesses multi-employer pension plan expertise and draws praise for its valuable supporting strengths in tax and trusts, as well as pensions litigation, including class actions. McCarthy Tétrault is also noted for its significant cross-border work and experience acting for multinationals in the Canadian market.

Work Highlights

Provided by McCarthy Tétrault LLP
  • McCarthy Tétrault acted for Glencore when it entered into a binding agreement with Teck Resources for the acquisition of Elk Valley Resources, managing all pension, benefits and compensation matters.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers
Susan Nickerson
1
Susan Nickerson
1
Band 1

Susan Nickerson is based in McCarthy Tétrault's Toronto office and is particularly skilled at providing pensions law advice in the context of significant M&A deals. A valued source of strategic advice, she provides clients with a range of pensions governance support, including with regard to new pension plans.

"Susan is very proactive in issue identification. She is one of the foremost active experts in the country and comes to us with issues that we wouldn't have identified on our own."

"Susan has the perfect combination of pension expertise and business acumen. Susan provides advice that is thorough, well-articulated and directly on point."

"Susan is the best. Her advice is practical and it is also founded in legal analysis. When she speaks to various audiences, she makes a difficult area of law very accessible and easy to understand."

"Susan is very responsive, very practical and quickly understood the matter."

Gregory Winfield
3
Gregory Winfield
3
Band 3

Gregory Winfield of McCarthy Tétrault is a Toronto-based lawyer, who has many years' experience advising on pensions issues. His practice has a notable focus on pension investments, and he is regularly engaged by both universities and government pension funds.

"Greg is an outstanding resource and brilliant mind, who is able to break down complex legislative requirements and apply them in a practical manner to the issue at hand."

"Greg is very knowledgeable, very responsive and extremely pleasant to work with."

"Greg is a seasoned pensions lawyer and it comes across in the guidance he provides. He has a significant level of experience and it feels like there is no issue he hasn't seen before."

Deron P Waldock
4
Deron P Waldock
4
Band 4

Deron Waldock has accrued a significant reputation for advisory and transactional support in the pensions space, including in relation to M&A. Based in McCarthy Tétrault's Toronto, he is also well practised in pension regulatory issues and pension-related insolvency matters.

"Deron is able to leverage his knowledge of the industry, as well as the many other deals he has worked on in order to advise us on the particulars of our deal. He is also very responsive."

"Deron has supported our business on complex issues."

Scott Bell
4
Scott Bell
4
Band 4

Scott Bell of McCarthy Tétrault is based in Toronto and garners considerable market recognition for his pension investment work. He is especially skilled in advising on regulatory and governance matters, as well as handling the pension aspects of M&A.

"Scott provides an excellent level of service, responding promptly and thoughtfully to any questions that I have."

"Scott is exactly what you would look for in an advisor. He is responsive, commercial and technical and responsive."

"Scott is extremely knowledgeable, thoughtful, very responsive. Intimately familiar with our structuring requirements."

"Scott is a pleasure to work with, as he possesses both the requisite knowledge and a keen focus on client service. He is reliable and proficient in tailoring his advice to his clients' specific needs."

Kelleher Lynch
5
Kelleher Lynch
5
Band 5

Kelleher Lynch of McCarthy Tétrault's Toronto office garners recognition in the market. He acts for public and private companies on a variety of pensions and benefits, most notably in negotiating plans and advising on the pension aspects of M&A.

"Kell is very knowledgeable, provides above satisfactory service and maintains a professional demeanor in all meetings."

"He is an excellent lawyer, very responsive and very detail-oriented. His ability to explain complex issues effectively."

Ranked Lawyers at
McCarthy Tétrault LLP

Provided by Chambers
Filter by
Band

Nationwide - Canada

Pensions & Benefits

Susan Nickerson
1
Susan Nickerson
1
Band 1
Gregory Winfield
3
Gregory Winfield
3
Band 3
Deron P Waldock
4
Deron P Waldock
4
Band 4
Scott Bell
4
Scott Bell
4
Band 4
Kelleher Lynch
5
Kelleher Lynch
5
Band 5