Category: Pension Funds Investment

2019 Federal Budget – Selected Tax Measures

March 20, 2019

On March 19, 2019, the Minister of Finance introduced Canada’s 2019 federal budget (2019 Budget). The government had already signalled that the primary focus of the 2019 Budget would not be business concerns as those had been largely addressed in the 2018 Fall Economic Statement. Given that 2019 is an election year, that should not be surprising. Nonetheless, the 2019…

Canadian Mergers and Acquisitions: FAQs and 2019 Trends

February 6, 2019

The Blakes Canadian Mergers and Acquisitions: FAQs and 2019 Trends answers frequently asked questions regarding the regulation of public M&A in Canada and provides an outlook for what 2019 may hold based on significant developments we observed in the Canadian deal environment.

Canadian Mergers and Acquisitions: FAQs and 2018 Trends

February 16, 2018

Our Canadian Mergers and Acquisitions: FAQs and 2018 Trends answers frequentlyasked questions regarding the regulation of public M&A in Canada and provides anoutlook for what 2018 may hold based on significant developments we observedfrom the Canadian deal environment in 2017.

International Structuring of Pension Fund Investments

October 23, 2017

Large Canadian pensions frequently invest in the various alternative asset classes through their own or third-party-managed feeder, co-investment or other vehicles established in jurisdictions outside of Canada. Common jurisdictions include the Cayman Islands, Delaware, Ireland and Luxembourg, which will be the focus of this seminar. The seminar will address some key legal and taxation issues including new developments for commonly…

Recent Budget Measures Bill Amends Ontario Pension Legislation

November 18, 2016

On November 16, 2016, Bill 70, Building Ontario Up for Everyone Act (Budget Measures), 2016 (Bill) received first reading in Ontario’s legislative assembly. If passed, the Bill will amend the Pension Benefits Act (Ontario) (Act) in various respects. The rules regarding portability options have been amended. Portability options are the options available to a former employee to withdraw his or…

Target Benefit Plans and Annuities for Federally Regulated Enterprises

October 25, 2016

On October 19, 2016, the federal government tabled Bill C-27, which proposes amendments to the federal Pension Benefits Standards Act, 1985 (PBSA). If passed, this bill will allow federally regulated employers to create both single employer and multi-employer target benefit plans, and to purchase annuities as a full discharge of the plan’s obligations under the PBSA in a non-windup situation….

Recent Developments in Pension and Employee Benefits Law

May 5, 2016

  This seminar will includes presentations by our speakers on recent legal developments. Topics: Caselaw and Regulatory Round-Up Caroline Helbronner and Adam Ngan ORPP: What More Do We Know and What Should You Now Be Considering Kathryn Bush Current Issues in Pension DB and DC Fund Investment Jeremy Forgie and Elizabeth Boyd Pension Predicaments: Over Contributions and Overpayments Jeffrey Sommers…

Legal Trends 2016: Private Equity

March 31, 2016

ONE | OILPATCH PORTFOLIO MANAGEMENT AND OPPORTUNITIES Between June 2014 and December 2015, the price of a barrel of oil was cut roughly in half, resulting in a significant downturn in the earnings of companies with businesses connected to the oil industry. Private equity (PE) firms with portfolio companies that have operations in or exposure to Alberta and Canada’s energy…

Legal Trends 2016: Pensions & Employee Benefits

March 28, 2016

ONE | PUBLIC PENSION REFORM The newly elected federal Liberal government is committed to exploring enhancements to the Canada Pension Plan (CPP). At the same time, the Government of Ontario is progressing with the implementation of the Ontario Retirement Pension Plan (ORPP). In this political climate, debates surrounding pension coverage and retirement income security will increasingly focus on mandatory schemes….

Alert: Proposed Ontario Amendment Eliminating the 30-per-cent Rule for Pension Fund Investments

March 16, 2016

The Ontario government has announced a consultation until April 29, 2016, relating to a proposed regulation change under the Pension Benefits Act (Ontario) that would permit a pension plan administrator to invest pension plan assets in more than 30 per cent of a corporation’s voting shares. The announcement suggests that a threshold may be established where corporate disclosure or undertakings…