Fiduciary Duty” as an Ingredient of the Pension “Mélange

June 15, 2017 11:30 AM to 1:30 PMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person
Cancellation Policy

Fiduciary Duty” as an Ingredient of the Pension “Mélange 


Please join us for lunch on Thursday June 15th, 2017 at the Fairmont Palliser Hotel, 133 – 9 Ave. SW Calgary.

Pension law is a unique blend of legal ingredients including principles derived from trust law, contract law, and statute law.  Part of this recipe can include the notion of a fiduciary relationship and a corresponding “fiduciary duty.” 

 

In this session you will learn, through a series of case law illustrations:

  • When and why a fiduciary duty can arise
  • What are some practical applications of such a duty
  • What are the potential consequences of non-application of a fiduciary duty

 

Who should attend:  

  • Human resources, finance and other pension plan decision makers
  • Anyone that sits on a committee that has responsibility for their company’s pension
  • Industry professionals that work with pensions
  • Anyone who wants to learn more about pensions and pension law



CE CREDITS PENDING  

 

 This session will be presented by:


     

Greg Harding, QC
Partner, Field Law

Greg Harding carries on a varied practice in the Litigation Group of the Field Law’s Edmonton office. His practice includes pension and benefits law (public and private sector); trust and charities law: contentious wills and estate matters; administrative and constitutional law; and commercial disputes.  Greg provides both policy and opinion advice to clients, and also provides representation before a variety of boards and tribunals, as well as the Courts. Greg is a former President and Director of both the Canadian Bar Insurance Association and Canadian Bar Financial Corporation. He is also a member of the Northwest Territories Bar.


Taylor Woolsey  
Associate, Field Law

Taylor Woolsey is an Associate in Field Law’s Calgary office practicing primarily in the Labour and Employment Group. Taylor provides practical policy and legal advice to employers, unions and individuals alike on issues related to employment and consulting agreements, employment standards, discipline, termination, human rights and the duty to accommodate, and pension and benefits administration. Taylor also advises on the procedure and strategy of litigation and represents clients before administrative boards and tribunals and the Courts.




   
 What attendees are saying about our recent sessions
  • “When a presenter holds your attention with content and style and you don't realize an hour has passed, they have done an excellent job.”
  • “Really good presenter and topic of presentation is timely. The presenter made a very technical topic accessible and interesting.”
  • “Highly recommend PD day for my colleagues to attend in the future.” 
 

When

Thursday June 15, 2017   
11:30 am to Noon - Registration and Buffet Lunch                
Noon to 1:30 pm - Presentation and Questions  

 

Where

Fairmont Palliser Hotel                
133 9th Avenue SW                
Oval Room
 
         
 

Registration Fee

CPBI Members: $ 65                
Future Members: $ 95                
Table of 8: $ 640             
GST #106865330 RT0007
 

Information 

Krista Esau                
Phone: (587) 435-2724                
albertasouth@cpbi-icra.ca