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

  • McCarthy Tétrault advised National Bank of Canada on the integration of employee compensation, benefits and retirement plans following its CAD5 billion acquisition of all of the issued and outstanding shares of Canadian Western Bank by way of share exchange.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

Susan Nickerson
1
Susan Nickerson
1
Band 1

Susan Nickerson is head of McCarthy Tétrault’s pensions, benefits and executive compensation group in Toronto 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 quickly grasps the complexities of our needs and has provided clear, practical and effective legal guidance.

Susan has deep industry knowledge and unparalleled responsiveness.

She is always extremely responsive and her advice on pension administration matters is always practical and well thought out.

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 commercially-driven and pleasant to work with.

He is very familiar with the legal concepts as well as the commercial aspects of the pension industry.

Greg is a subject matter expert.

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 is brilliant - he is very responsive and commercial.

Scott is extremely responsive and teaches us also. He is excellent.

Scott has deep industry knowledge and unparalleled responsiveness.

Scott Bell is technically strong, commercial and client-oriented.

I've been consistently impressed with Scott's substantive expertise and commitment to understanding our business. Beyond his technical knowledge, his partnership mentality truly sets him apart.

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.

He is a pleasure to work with. He takes the time to understand our needs and is commercially-focused.

Kelleher is very responsive, detail-oriented and delivers excellent advice and guidance.

He has provided very timely and practical legal advice.

Julia Miller
Julia Miller
Associates to watch

Julia Miller is an associate based in the firm's Toronto office. She is a valued adviser on matters across the pensions, benefits and compensation space.

Julia Miller is fantastic to work with. She's very responsive, clear and concise on her advice and very willing to offer to help.

Julia demonstrates some extraordinary aptitude and I have a lot of confidence in her work.

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
Scott Bell
4
Scott Bell
4
Band 4
Kelleher Lynch
5
Kelleher Lynch
5
Band 5
Julia Miller
Julia Miller
Associates to watch