Speakers:

Kim Ozubko

Kim Ozubko is a Partner in the Toronto office of Miller Thomson’s Pension and Benefits Group. A frequent speaker and author in the areas of pensions and benefits law, Kim advises clients in all areas of the firm’s pensions and benefits practice. Prior to joining Miller Thomson, Kim practiced pensions and benefits law at several international law firms and at an international pension consulting firm. Her current practice focuses on all legal and regulatory matters relating to the implementation, administration and governance of pension, group benefit and other retirement savings plans.

This includes advising clients on the development of pension and other employee benefit plans as well as on plan mergers and conversions, pension fund investment, fiduciary duties and ongoing regulatory compliance. She also advises clients on a full range of benefit issues in the employment law and unionized context including the implementation of employee communication strategies. Kim has been recognized as a leading lawyer in the 2018 Canadian Legal Lexpert Directory in the area of Pensions and Employee Benefits.

Allyson Marta, Associate, the Pensions & Benefits Group, Stikeman Elliot LLP

Allyson Marta is an associate in the Pensions & Benefits Group at Stikeman Elliot LLP. Her practice focuses on pensions and benefits issues relating to corporate transactions, creditor/debtor agreements, and bankruptcy and insolvency matters, as well as pension plan compliance and administration.
Prior to joining Stikeman Elliott, Allyson was a legal consultant at the Toronto office of one of the leading global human capital and management consulting firms. As a consultant, she advised on a broad range of administrative, compliance and strategic matters related to pension plans, and employment-related matters.

Before joining the consulting firm, Allyson practiced pensions and benefits law at a human resources law firm in Calgary, Alberta, advising employers and a large public sector pension plan, on a variety of pensions and benefits matters.
Allyson is a member of the Law Society of Ontario and the Law Society of Alberta, the Canadian Bar Association, the Ontario Bar Association, and sits on the Ontario Regional Council of the Association of Canadian Pension Management.

Natasha Monkman, Partner

Natasha Monkman is a partner in Hicks Morley’s Pension Benefits and Executive Compensation practice group. She regularly advises private and public sector employers on a variety of plan administration, compliance and governance matters relating to their employee benefit plans and pension plans, including with respect to the administration of marriage breakdown and death benefit entitlements. She also regularly advises employers under going significant transactions and with respect to pension plan funding issues.

Caroline Helbronner

Caroline Helbronner practices exclusively in the areas of pensions, employee benefits and executive compensation. Caroline advises on all areas of the implementation, administration, funding taxation and wind-up of pension, group benefit, profit-sharing and deferred compensation arrangements. Caroline has deep experience advising clients in respect of pension, tax, trust and benefit issues arising in connection with cross-border situations, corporate transactions, insolvencies, ongoing compliance with regulatory requirements, the development and documentation of pension and employee benefit plans, de-risking, pension governance, investment and funding and custody arrangements.

Leroy Sequeira

Leroy is a manager in Deloitte’s Actuarial, Rewards and Analytics group. Prior to joining Deloitte, Leroy was an actuarial consultant at the Toronto office of a large Global HR consulting firm where he focused on pension and post-retirement benefit issues across public and private sector clients. He served his clients from various angles including but not limited to plan design studies, funding strategy for clients, and technical review.

He is currently an Associate of the Society of Actuaries and the Canadian Institute of Actuaries and is working towards his Fellowship designations in both actuarial bodies.

Sukhvinder Dulay

Sukhvinder Dulay is a pension and benefits lawyer in Hicks Morley’s Toronto office. She assists clients with all aspects of pension and retirement plan administration, including design, governance, and member communications. She also has experience advising on tax issues related to compensation and benefits. Sukhvinder has advised multiple clients on the strategy and implementation of complex plan design changes for both provincially and federally regulated pension plans, including plan mergers and asset transfers. Sukhvinder also regularly assists clients with plan documentation, day-to-day pension plan administration for both defined benefit and defined contribution plans, and governance issues.

Sukhvinder’s advice on pensions, benefits and executive compensation is informed by her background in consulting and work experience in public sector human resources departments. She earned a Bachelor of Commerce and law degree from the University of Toronto and has previously worked at a large consulting firm and the Ontario public service.

Jason Vary

Jason is President of Actuarial Solutions Inc. He has practiced in defined benefit pension and retiree health plans for over twenty years.  He has experience with many plan designs including single-employer, multi-employer, jointly-sponsored, private sector, government, unionized, non-unionized, as well as registered and non-registered executive plans.  He also provides clients with independent due diligence services with respect to mergers and acquisitions, and expert independent advice on matters before arbitrators and the courts.  Jason is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries and is also an active volunteer with in the actuarial profession, currently serving on the Board of Directors for Canadian Institute of Actuaries.