Toronto, Ontario, Canada
Gregory, a lawyer and Senior Legal Consultant at TELUS Health, has over a decade of experience aiding pension and benefit plans in meeting legislative standards, while incorporating appropriate best practices in an efficient and economical manner. He has extensive experience drafting clear, concise, and consistent plan documentation, including plan texts, governance policies, and relevant processes & procedures. He is an engaging speaker who enjoys connecting with stakeholders, from educating member groups on various aspects of financial wellness, to advising Boards of Directors/Trustees on plan design, regulatory compliance, fiduciary duty, and related due diligence. Gregory stays informed on current issues, recent changes, and forthcoming developments on a provincial, national, and international level. In particular, he strives to inform and educate his colleagues and clients on governance issues and risk-management best practices. He is a contributing author and co-editor of the “Morneau Shepell Handbook of Canadian Pension and Benefit Plans” (16th & 17th eds.) and also a contributor to the Morneau Shepell “Summary of Pension Legislation in Canada”. He regularly drafts industry articles for internal and external clients advising of recent pension and benefit-related news. Gregory has described himself as a translator, reviewing and absorbing dense and potentially confusing legal material, parsing it for the possible and probable impacts, and then communicating to individual clients in their own ‘language’ what is relevant to them and why, the options to consider, and insight on which direction is most appropriate in their unique circumstances.
Senior Legal Consultant, Regulatory, Governance, Legal & Compliance - National Practice TELUS Health Co-editor & Contributing Author, Morneau Shepell Handbook of Canadian Pension and Benefits Plans (15th - 17th ed’s.)
Took on greater responsibility in provision of the services listed in Legal Consultant role, including co-editing of the “LifeWorks (nee Morneau Shepell) Handbook of Canadian Pension and Benefit Plans”, providing guidance and support to junior lawyers/consultants, and increased role in provision of educational sessions and seminars to clients, management, Boards, and their employees.
Responsible for providing legal advice and guidance to consultants, internal/external clients, and administrators on pensions, benefits, and employment law. Heavy emphasis on pension plan legislation and pension and benefits governance issues. Advises boards of trustees, pension boards and benefits committees on governance issues and strategic planning; presents to clients and plan members on legal topics and regularly contributes to firm publications; ensures compliance with legislative requirements and practice standards; makes submissions to government regarding legislative policy.
Associate and Articled Clerk. Practice in Advocacy, with focus on Business Disputes, Insurance Defence, Health, and Construction Law.