events and presentations
David is a partner in the firm's Pensions and Employee Compensation and Taxation practice areas.
David provides advice to both Canadian and foreign corporate clients. He advises on tax matters in business acquisitions, reorganizations and securities offerings. He has developed innovative retirement compensation and stock option arrangements for clients.
David has extensive experience with the structuring and taxation of domestic and off-shore hedge funds. He has particular expertise in advising on the tax implications of a variety of fixed income and equity derivative transactions.
David's pension practice includes advising on pension and benefits aspects of business acquisitions and dispositions, pension governance and surplus ownership issues. David has advised numerous clients in the recovery and sharing of pension plan surpluses. Of particular interest to David are the emerging issues of pension plan governance and member communications. He has assisted firm clients with comprehensive legal reviews of their plan governance structure. David has served as a member of the Financial Services Commission Legal Advisory Committee, a policy advice resource for the pension regulator in Ontario.
David speaks and writes regularly on tax, pension and benefits related topics and is a contributor of case comments to the Canadian Tax Journal.
publications and presentations
budget 2013: deconstructing derivatives – capturing "character conversion transactions"
budget 2012: expansion of "prohibited investment" and "advantage" rules to retirement compensation arrangements ("RCAs")
further changes to new RRSP/RRIF anti-avoidance rules introduced
Securing & Sustaining "Mutual Fund Trust" Status – Tips & Traps - Part 2
Portfolio Management Association of Canada Seminar
investment funds and asset management
pensions and employee compensation
Alternative Investment Management Association (Canadian Chapter) - Tax Committee
International Swaps and Derivatives Association - New York
Canadian Tax Foundation
Ontario Bar Association
Canadian Pension and Benefits Institute
Association of Canadian Pension Management
International Pension and Employee Benefits Lawyers Association
Called to the Ontario bar - 1982
University of Western Ontario, LLB - 1980
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