Practice Expertise

  • Employee Benefits
  • Pension & Benefit Plans
  •  
  •  

Areas of Practice

  • Employee Benefits
  • Pension & Benefit Plans
  •  
  •  

WSG Practice Industries

Profile

Megan advises boards of trustees and plan sponsors on a variety of legal matters involving pension plans, employee life and health trusts and other benefit plans. Her clients include both single employer plans and trusteed multi-employer plans across a wide range of industries.

Megan prepares and amends plan texts and trust agreements, advises on the application of provincial and federal pension legislation and regulator policy, and drafts supporting plan documentation such as participation agreements, third party reimbursement agreements and governance policies. She advises on issues that arise in day-to-day plan administration, assists her clients with specialized projects such as plan conversions, plan terminations and matters related to ownership of plan surplus, and assists the resolution of benefit disputes outside of court. She regularly works with the BC Financial Services Authority and other regulatory agencies through her practice.

Megan also negotiates a variety of plan contracts for her clients, including investment management and subscription agreements, custodial or solvency reserve account trust agreements, letter of credit trust agreements, securities lending agreements, annuity contracts, disability insurance policies and other pension and benefit plan service provider agreements. Megan has significant experience reviewing and advising on pension and benefit plan investment agreements.

Languages
English, French
Joined the Law Firm in
2008


Bar Admissions

British Columbia (2008)

Education
University of Victoria (B.Sc. with distinction, 1999)
University of British Columbia (LL.B., 2007)

Areas of Practice

  • Employee Benefits
  • Pension & Benefit Plans

Professional Career

Significant Accomplishments
Megan has experience:

Negotiating investment management agreements

Negotiating custodial and letter of credit trust agreements

Amending pension plan texts and trust agreements

Completing regulatory filings

Drafting legal opinions on trust law and pension regulatory matters

Preparing governance reports and pension committee materials

Drafting arguments for pension plan arbitration

Assisting in class action pension litigation

Assisted in establishing new pension plan


Additional Information
*Canadian Bar Association, Member
*Law Society of British Columbia, Member
*Canadian Pension & Benefits Institute, Member
*Association of Canadian Pension Management, Member
*International Foundation of Employee Benefit Plans, Member



Articles

Additional ArticlesPension Reform: Pension Benefits Standards Act in Force September 30, 2015 (May 14, 2015)

Pension and Benefits Law Bulletin: CAPSA Guideline no. 8 - Defined Contribution Pension Plans Guideline (May 2014)

"British Columbia's New Pension Benefits Standards Act - Key Changes", Taxation of Executive Compensation and Retirement, Federated Press, Volume 23, No. 7 (October 12, 2012), Co-author

Amendments to the Federal Pension Legislation (October 20, 2010)

Pension and Employee Benefits Law Briefing Note: Changes to Investment Rules (July 30, 2010)

Do You Need Investment Choice In DC Plans?, Benefits and Pension Monitor, Volume 20 Number 3 (May 2010), Co-Author with Murray T.A. Campbell

Pension and Employee Benefits Law Briefing Note: R. v. Christophe (2009 ONCJ 586) (December 18, 2009)

Rogers Communications Inc. v. Buschau- the Final Episode?, Pension Planning, Volume XV No.2, Federated Press (2009), Co-Author with Ken Burns

"National Instrument 43-101: Amendments to Canadian Rules Concerning Mineral Project Disclosure and Technical Reports”, Rocky Mountain Mineral Law Foundation, XXIII No. 2 (November 2, 2006), Co-Author with Chris G. Baldwin and Behn Conroy

Blogs

Labour & Employment Law Blog

Lawson Lundell's Labour and Employment Law Blog provides updates on the most recent legal developments impacting the Canadian workplace and offers practical tips for employers. We cover a range of topics, including labour relations, employment law, collective bargaining, human rights, employment standards, employment equity, workers' compensation, business immigration, privacy, occupational health and safety and pensions and employee benefits.

North of 60 Blog

Our North of 60 Blog provides commentary on current legal trends and developments, and legislative updates affecting businesses in Northern Canada.

Pensions and Employee Benefits Law Blog

Lawson Lundell's Pension and Employee Benefits Law Blog provides updates on the most recent legal developments impacting pension and employee benefit plans. We cover a range of topics, including recent case law and changes to relevant provincial and federal legislation.

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