POPULARITY
Artificial Intelligence (AI) is causing disruption in almost every sector — and the professional services sector is no exception. For those working in law, finance and accounting, AI's influence is already here, impacting how you work and what clients expect.To stay competitive, firms must balance growth, efficiency, and service innovation with regulatory standards and ethical responsibilities. AI introduces risks that can be challenging for professions grounded in precision and trust, especially as ethical and regulatory frameworks lag in keeping up with technological advancements. The professional services workforce will also change, pushing professionals to become more adaptable, develop new skills and stay ahead of evolving client expectations.On April 15, 2025, the Empire Club of Canada will host an insightful discussion titled The AI Revolution: What's Next for Law, Finance, and Accounting? This event will bring together a panel of experts to explore the challenges, strategies, risks, and opportunities associated with integrating AI into these key professional services. The discussion will feature Dr. Foteini Agrafioti, Chief Science Officer at RBC and SVP of RBC Borealis; Colin Lachance, Innovator-in-Residence at the Ontario Bar Association; Iliana Oris Valiente, CPA, CA, Managing Director, and NA Innovation Hubs Lead at Accenture; and will be moderated by Cameron Schuler, Chief Commercialization Officer and Vice President of Industry Innovation at the Vector Institute.
Denise Baker is a Co-Managing Partner of one of Canada's oldest and most prestigious firms, WeirFoulds. In addition to that role, she advises on complex municipal and land use planning law issues that appear before multiple courts and tribunals. She also participates in mediations and negotiations to effectively resolve disputes before they get to court. Denise chairs numerous land use and municipal law-related committees, including serving as a past chair of the municipal law section of the Ontario Bar Association. She speaks frequently for organizations like the Law Society of Ontario, the Ontario Professional Planners Institute, and the Ontario Bar Association, and has been teaching land use law for years. She's repeatedly recognized by Best Lawyers in Canada, in the Canadian Legal Lexpert Directory, and is ranked by Chambers Canada. WHAT'S COVERED IN THIS EPISODE ABOUT LEADING A LAW FIRM As a managing partner of a law firm who still maintains a busy legal practice, you often have to wear many hats, such as leading your firm, making critical decisions, managing different personalities, and ensuring top-tier client service. Connecting with peers who share similar challenges can be invaluable. This is what drew Denise Baker to the Managing Partner Forum's conference at the end of 2024, where she and Elise Holtzman, the host of The Lawyer's Edge podcast, met as faculty members. In this episode, Elise speaks with Denise about the pressing issues, tough decisions, and key leadership lessons she has encountered as a law firm leader. Denise discusses the challenges of training and motivating lawyers, the evolving role of AI in legal practice, the decision to adopt a co-managing partner structure, and the critical importance of addressing toxic behavior within a firm. 3:36 – Key issues that managing partners and law firm leaders face today 6:13 – Use of AI and the importance of carefully weaving it into legal practices 11:48 – Why WeirFoulds decided to adopt the fairly new co-managing partner framework 15:41 – The importance of balancing management responsibilities while in a busy practice 17:28 – How Denise has evolved as a leader since becoming co-managing partner 19:56 – The challenge of managing difficult people and why dealing with toxic behavior in your firm is a necessity 31:01 – Denise's final piece of advice that can pay dividends for your organization's culture MENTIONED IN LEADING A LAW FIRM: HOT TOPICS, TOUGH CALLS, AND LEADERSHIP LESSONS Denise Baker (WeirFoulds LLP) | LinkedIn WeirFoulds LLP | LinkedIn | YouTube Managing Partner Forum | Conference Overview Above the Law Get Connected with The Coaching Team at hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE… Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. Early Bird Registration is now underway for our 2025 Ignite cohorts. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.
In this session, we spoke with Colin Lachance, the Innovator in Residence at the Ontario Bar Association (OBA) and the Principal of law firm coaching and consulting business, PGYA Consulting. Colin has spent most of his career in the legal industry. He's worked in publishing, consulting, and legaltech development just to name a few. In all that he has done, and it's a lot, there's been a consistent theme – he's comfortable with challenging the status quo and doing things differently. He's been named one of the “Top 25 Most Influential Lawyers” by Canadian Lawyer Magazine, a “Legal Rebel” by the ABA Journal and is a member of the Fastcase 50 class of legal innovators and visionaries. Colin's amazing background both qualifies and recommends him for his role as Innovator in Residence at the OBA. It's a unique role for legal member organisations. It was launched in 2018. Each innovator is appointed for 12 months and pursues a different focus area, always with a change agenda. Colin's focus area could not be more topical…it's legal AI. His action plan is ambitious, critical, timely and compelling. It comprises a multi-pronged approach to supporting the digital literacy of OBA's members at scale. His work will impact the 16,000 lawyers OBA represents and influence many, many more. It includes tech demos, weekly information sessions, establishing an interactive learning platform and…he is just getting started! We spoke about all of this as well as the global and local context that led to Colin's appointment i.e., how GenAI has become an enabler for significant change in the legal world; how the pace, depth and breadth of that change is reinventing legal practice; and how it is incumbent on us all to embrace that change. Don't miss this spotlight, it's going to excite and inspire you! If you would prefer to watch rather than listen to this podcast, you'll find the video here. About the Future 50 Series In the Future 50 Series we're chatting with legalpreneurs who, through their ideas and actions, are challenging and transforming legal BAU all around the world. If you would like to recommend people for this Series, please contact us at: CLI@collaw.edu.au.
This week on Hull on Estates, Sydney Osmar and Mark Lahn discuss highlights from the Ontario Bar Association's Elder Law Day 2024. Topics include collaborative law in estate litigation, caselaw updates, accommodating elderly clients, and the recent implementation of Bill 200, which impacts the registration of Notices of Security Interest. Referenced Blog:
Erin Kuzz is a Founding Partner and Lawyer at Sherrard Kuzz LLP, a labor and employment law firm. In her practice, she assists employers in various aspects of the employment relationship, including pre-screening and hiring, employment contracts, training and development, and employment standards issues. Erin also consults with non-union employers and helps unionized employers manage issues like bargaining and grievance arbitration and ending employment relationships. Erin is recognized as one of Canada's leading labor and employment lawyers by Lexpert, Chambers Global, Who's Who Legal, and Best Lawyers. As a leading lawyer, she is a Fellow of the College of Labor and Employment Lawyers and the former Chair of the Labor and Employment Section of the Ontario Bar Association. Erin speaks frequently at national conferences about various labor and employment law topics and has taught at Canada's leading law schools. Having founded Sherrard Kuzz in 2001 and practiced for over 25 years, she understands that investing in your lawyers' personal and professional growth is crucial for firm success. In this episode… Traditionally, attorneys remained loyal to a single firm, advancing from junior associate to partner. Today, lawyers shift from firm to firm to pursue greater development opportunities with leaders who prioritize their personal and professional endeavors. In particular, women lawyers struggle to balance raising children, caring for aging parents, and excelling in their careers. How can law firms invest in their attorneys to retain top talent? As a seasoned attorney, Erin Kuzz received backlash and harsh demands from male senior lawyers. After taking the reins and becoming a partner, she gained the respect of her peers. Having witnessed young lawyers leave firms that don't nurture their abilities and needs, Erin recommends these firms remain flexible to allow attorneys to prioritize responsibilities and explore additional growth opportunities. Even if your lawyers leave your firm to pursue other possibilities, they're more likely to return when you invest in their personal and professional development. In today's episode of The Lawyer's Edge Podcast, Elise Holtzman hosts Erin Kuzz, the Founding Partner and Lawyer at Sherrard Kuzz LLP, to talk about the investments law firms should make in their lawyers. Erin shares her initial mistakes as a partner, how to manage burnout as a female lawyer, and the lessons she learned from some of her most valued mentors.
On Know Your Rights, Danielle McLaughlin is joined by Kelly McDermott, president of the Ontario Bar Association to talk about the new peer support network for lawyers with disabilities.
Jaws 2024 was released, what features were released? Michael Babcock explains on our Tech Talk (7:10). Young Canadians are finding ways to stretch every dollar they earn. Grant Hardy tells us more on his Headlines chat (21:59). Season 4 of Level Playing Field airs Tuesdays on AMI-tv. We're joined by special guest on the program, Paralympian, Marissa Papaconstantinou (48:12). We re-visit a conversation we had at the Balance Community Info Fair with Domenic Cutulle, Program and Services Manager at CultureLink (53:54). Alethea Bakogeorge tells us about the Musical Stage Company's 17th annual UnCovered concert and a very special upcoming accessible performance (1:03:56). On Know Your Rights, Danielle McLaughlin is joined by Kelly McDermott, president of the Ontario Bar Association to talk about the new peer support network for lawyers with disabilities (1:18:46).
Unlimited intake quotas, limited processing targets, inaccurate processing times, and resource constraints all contribute to the massive and seemingly perpetual IRCC backlog. With many cases dragging on for years and being unfairly dismissed or refused, should group litigation be considered to protect applicants' right to procedural fairness and legitimate expectations? On this episode, we welcome esteemed immigration counsel Pantea Jafari to discuss her federal court case, Tafreshi v. Canada. In 2022, Pantea won a group litigation case involving a backlog of visa applications—most notably from Iranian applicants—unfairly dismissed under the Self-Employed Class. Other topics include: Tips and tricks for preparing IRCC documentation: litigating vs. re-applying. Mentorship in the immigration law community. Managing your caseload. Have you ever had a client that was over-involved, vengeful, or unresponsive? In this segment of “What I Wish I Knew,” Chantal and Cathryn offer their seasoned strategies for dealing with difficult clients. Special Guest: Pantea Jafari is a founding partner and lead counsel at Jafari Law in Toronto and Halifax. Her expertise spans the entire spectrum of immigration law, and she represents clients in all related matters. Pantea serves on the executive committee of the Ontario Bar Association's Citizenship and Immigration Section and the board of the Canadian Muslim Lawyers Association.
LIVE APPEARANCE ALERT: The Chosen Lawyer, Jonathan Hacohen & Marla Warner will be appearing at the Ontario Bar Association in Toronto, Ontario Canada- Thursday August 18th, 2022, for their second combined appearance to present a special seminar: Time to Detox- How to Reduce Digital Overload Grab your tickets to see the dynamic duo at: https://www.oba.org/Institute/Level-Up-Elevate-Your-Career Agenda for Today's Episode: Get ready to meet one of the most passionate teachers and facilitators that the Chosen Lawyer has ever met! Marla Warner (www.forhealth.ca) is live in studio with Jonathan to discuss the healthy mind, mindfulness and how to understand manage stress! Whether you are an individual looking to expand and change your mindset- or a company that wants to help benefit their employees, Marla has the tools to assist you! She shares in today's episode her background and provides tools for mental health and strength! Marla Warner's qualifications and memberships are truly second to none! Speaker, facilitator, consultant and coach- focus on well-being and productivity Positive Psychology Coach, Health Coach, Specialist in Mindful Meditation, Certified Stress Management Educator, Registered Yoga Instructor While people dream it- Marla Lives it! Now you can too!! Get ready for a positive mindset and all the benefits that follow. 0:00 - Intro: Marla & Jonathan Connect 5:12 - Meet Marla Warner 9:54 - Stress is Evil 15:37 - Life Coaching and Meditation 31:01 - Work-Life Rhythm 36:01 - Authentic Relationship 1:01:31 - Outro: Final Tips For Happiness Please make sure to SUBSCRIBE to our channel, hit the LIKE button for today's episode and the notification bell to learn of future episodes of The Chosen Life. Most of all, leave your comments below! We would love to hear from you and your thoughts on today's topics. The Chosen Life is all about community and we value your views! ____________________________________________________________ STAY CONNECTED:
Harvey Brownstone conducts an in-depth interview with Marie Henein, Renowned Criminal Lawyer and Author “Nothing But The Truth: A Memoir”About Harvey's guest:Ms. Henein's experience includes a wide range of criminal, quasi-criminal and regulatory litigation – as well as select civil litigation – representing individual, corporate and institutional clients both at the trial and appellate level. Ms. Henein has argued at all levels of court, frequently including the Ontario Court of Appeal and the Supreme Court of Canada. Ms. Henein has been counsel on numerous high profile cases.Ms. Henein received her LL.B. in 1989 from Osgoode Hall Law School and her Masters in Law from Columbia University in 1991. She is certified by the Law Society of Ontario as a Specialist in Criminal Law. Ms. Henein is the Past President of The Advocates' Society (2010-2011), a fellow of the American College of Trial Lawyers and served as a member of the Board of Directors of the Law Commission of Ontario. She is one of the founders of the Court of Appeal's Appellate Duty Counsel Program.Ms. Henein is a frequent lecturer. She was an Adjunct Professor at Osgoode Hall Law School where she was co-chair of the Masters of Law Program. She frequently lectures at the Law Society of Ontario, The Advocates' Society, the Ontario Bar Association, Criminal Lawyers' Association and the National Judicial Institute in numerous areas including trial advocacy, evidence, appellate advocacy and substantive criminal law. Ms. Henein recently delivered the prestigious Bernard Cohn Memorial Lecture at the University of Windsor Faculty of Law.Ms. Henein is co-editor of Martin's Criminal Code, Martin's Annual Criminal Practice, and Martin's Related Criminal Statutes. She is the Associate Editor of the Canadian Criminal Cases.Ms. Henein has been selected by her peers to be included in the 2010 list of Best Lawyers in Canada with the specialty of Criminal Defence. Ms. Henein is the recipient of the 2013 Laura Legge Award and has repeatedly been named one of Canada's 25 Most Influential Lawyers by Canadian Lawyer Magazine. In 2017, Ms. Henein was the recipient of The Law Society Medal for outstanding service to the administration of justice.For more interviews and podcasts go to: https://www.harveybrownstoneinterviews.com/https://hhllp.ca/https://www.penguinrandomhouse.ca/books/567280/nothing-but-the-truth-by-marie-henein/9780771039348https://www.amazon.ca/Nothing-But-Truth-Marie-Henein/dp/0771039344https://www.audible.ca/pd/Nothing-but-the-Truth-Audiobook/0771039379#MarieHenein #HeneinHutchisonLLP #harveybrownstoneinterviews
In this episode of Friends Who Argue, construction lawyer Web Haile speaks with the winner of the 2020 Eric Hoaken Excellence in Mentoring Award, Ranjan Agarwal. Ranjan is a partner and co-head of Bennett Jones' class actions practice who has achieved numerous accomplishments and accolades over the course of his career. Through the lens of his experiences, Ranjan shares lessons learned from Mr. Hoaken (a Bennett Jones colleague and mentor) and words of wisdom about wide-ranging topics such as mentorship, developing as a new lawyer, succeeding in practice as a racialized lawyer, setting priorities, and building a fulfilling career. The Eric Hoaken Excellence in Mentoring Award is granted to recipients in recognition of dedication to mentoring other advocates; generosity of time and expertise, with a commitment to assisting more junior advocates; commitment to The Advocates' Society's mentoring and educational programs; and professionalism in all aspects of his or her participation in the work of the Society, including mentoring and education programs. Ranjan Agarwal is a partner and co-head of the class actions practice at Bennett Jones. He is a seasoned advocate, having appeared before the Supreme Court on more than a dozen cases. A past president of the South Asian Bar Association of Toronto, Ranjan has held leadership roles in the Advocates' Society and has spoken at a number of the Advocates' Society's CPD programs, including programs regarding advocacy, business development, and at the Spring Symposium. Inline to become the president of the Ontario Bar Association in 2022, Mr. Agarwal will then be the first lawyer of South Asian descent to lead the OBA. Ranjan has also taught as an adjunct professor at the University of Toronto, where Web first met him. Web Haile is a construction and infrastructure lawyer practicing at Singleton Urquhart Reynolds Vogel LLP, in Toronto. She acts for construction project participants throughout the project life cycle, from drafting and advising on the negotiation of construction contracts to providing strategic dispute management advice and supporting clients during negotiation, mediation, litigation, or arbitration.
The COVID pandemic has fundamentally and permanently transformed industries around the world—and the legal industry is no exception. In this episode of Matters, we'll speak to organizational leaders, educators, and practicing attorneys to hear how the practice of law has changed—and what attorneys need to do to keep pace.Specific topics highlighted in this episode include: How the COVID pandemic highlighted the mental health crisis in the legal industry How client behaviors have permanently changed as a result of the COVID pandemic How professional organizations can support law firms through the transition Listen now to learn how your law firm needs to adapt to these permanent changes.Our GuestsCharlene TheodoreMs. Theodore, the President of the Ontario Bar Association, draws on her experience as a lawyer who has practiced international human rights, labour and employment law. She started her career as a human rights lawyer, appearing before administrative tribunals and various levels of court, including Canada's Federal Court of Appeal. She also represented the interests of Canadians of African descent before federal and provincial legislative committees, as well as United Nations human rights treaty bodies. She then focused her practice on labour and employment law, specializing in complex workplace and union challenges. Her advocacy extends beyond the courtroom to society at large through her dedication to community service. You can follow Inti on Twitter at @CharleneYYZElise BuieElise Buie is Founder of Elise Buie Family Law Group, a family lawyer, and a Guardian ad Litem based in the Seattle area. Elise is an active member of the Washington Bar and many other bars and legal organizations. She provides her time and services through the Moderate Means program of the Washington State Bar Association, and she completed the ABA Family Law Trial Advocacy Institute sponsored by the National Institute for Trial Advocacy in Boulder, Colorado. Elise and her firm focus on advocating for children's best interest in high-conflict divorce and dependency matters. You can follow her on Twitter at @elisebuieMitch JacksonJon Mitchell “Mitch” Jackson is a senior partner and founding attorney of Jackson & Wilson. He has represented clients in the Orange County, CA, area for over 30 years, and he is committed to providing the trustworthy and skilled legal representation people need during the most difficult times of their lives—after a serious accident or the loss of a loved one. He has met with considerable success in this endeavor, recovering millions on behalf of the injured, including numerous multimillion-dollar settlements and verdicts. Also known as “The Streaming Lawyer,” Mitch is a legal social media expert who speaks regularly across the US and teaches other lawyers how to market themselves better. You can follow Mitch on Twitter at @mitchjacksonBill HendersonBill Henderson joined the Indiana University Maurer School of Law faculty in 2003 following a visiting appointment at Chicago-Kent College of Law and a judicial clerkship for Judge Richard Cudahy of the U.S. Court of Appeals for the Seventh Circuit. Drawing upon more than a decade of research, Bill is a sought-after commentator on the changing legal marketplace and has accumulated numerous awards. In the last five years, he has been named one of the 100 Most Influential Lawyers in America by the National Law Journal, the Most Influential Person in Legal Education by National Jurist Magazine, and one of the inaugural group of “Legal Rebels” profiled by the ABA Journal. You can follow Bill on Twitter at @wihender
Looking at the legal industry through a client-centered lens is already transforming how legal services are delivered. In this episode, we're joined by three guests: a legal consultant and blogger, the president of a bar association, and a practicing Big Law attorney to discuss the major impact that a shift towards client-centered lawyering is having across the legal industry. From the effects that client-centric legal practice has already had on this industry to the effects it will have in the years ahead, this discussion looks at some of the reasons why legal practice will never be the same.Specific talking points featured in this episode include: The short- and long-term significance of client-centered lawyering, at an industry-wide level How client-centered lawyering can unlock "the latent legal market" Why prioritizing client needs is the key for law firms adapting to changing market conditions How adopting a client-centered mindset can help firms address the Access to Justice gap What for-profit law firms can learn about client service from non-profit and Pro Bono legal service providers Our Guests:Jordan FurlongJordan Furlong is a legal industry analyst and consultant based in Ottawa, Canada. In addition to being an author and the founder of the award-winning Law21 blog, Jordan is a Fellow of the College of Law Practice Management, and Past Chair of the College's InnovAction Awards. He's the Strategic Advisor in Residence at Suffolk University Law School in Boston, and he serves as co-chair of the Board of Directors for its Institute for Law Practice Management and Innovation. He's also taught or guest-lectured in courses at Suffolk Law, Queen's Law, and Osgoode Hall Law School that focus on preparing students to provide legal services deep into the 21st century. You can follow Jordan on Twitter at @jordan_law21Charlene TheodoreCharlene Theodore is President of the Ontario Bar Association in Ontario, Canada—the 10th woman and first Black woman to lead the OBA since its founding in 1907. She has served as In-House Counsel for the Ontario English Catholic Teachers' Association since 2012, and in 2020 she was voted one of the Top 25 Most Influential Lawyers in Canada. A leader and trailblazer, Charlene is held in high esteem for her ability to find practical solutions to complex legal issues, as well as the most challenging issues facing the bar and the justice system today. An engaging speaker armed with compassion, Charlene is sought after by those who want to shift perspectives and change the ways leaders and employees think. You can follow Charlene on Twitter at @CharleneYYZTiffany GravesTiffany M. Graves serves as Pro Bono Counsel at Bradley, a 500-attorney law firm with offices across the southern United States. In her role, Tiffany oversees the development and administration of the firm's pro bono programs. Prior to joining Bradley, Tiffany was the executive director of the Mississippi Access to Justice Commission, where she led a 21-member commission created by the Mississippi Supreme Court and promoted its initiatives to improve and expand access to civil justice to the nearly 700,000 Mississippians living in poverty. In addition, Tiffany previously served as interim director and adjunct professor for the Pro Bono Initiative at the University of Mississippi School of Law, and as executive director and general counsel for the Mississippi Volunteer Lawyers Project. You can follow Tiffany on Twitter at @tiffmgraves
The Empire Club of Canada Presents: Black Prosperity: Inspiring the Next Generation of Leaders Over the past year, anti-Black racism protests have elevated systemic issues that remain pervasive in society, serving as a catalyst for important discussions around racism and discrimination in Canada. These discussions have revealed a harsh reality: Black Canadians continue to be significantly underrepresented in leadership positions. This disparity is particularly pronounced in professional fields such as law, public affairs, politics and finance. In order to create lasting change to our society and institutions, a concerted effort is needed to identify and address barriers Black Canadians face in attaining leadership positions in the public and private sectors. Despite countless obstacles and barriers, there are stories of success to celebrate and learn from. The Empire Club is pleased to host a panel discussion that will share the experiences of those who have secured leadership positions in their fields, lessons they have learned along the way and what today's leaders can do to inspire and empower the next generation of diverse voices. Moderator: Asha Tomlinson, Award-Winning Investigative Journalist, CBC News: Marketplace and CBC News contributor; Co-creator, Co-producer, and host, Being Black in Canada program and Face Racism series Panelists: Zanana Akande, Interim Chair, Black Legal Action Centre Al Ramsay, Associate Vice President, Sales and Strategy and Head LGBTQ2+ & Black Customer Segments, TD Bank Charlene Theodore, President, Ontario Bar Association; Workplace Lawyer Ray Williams, Managing Director & Vice Chairman, Financial Markets at National Bank Financial *The content presented is free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.* *Views and Opinions Expressed Disclaimer: The views and opinions expressed by the speakers or panelists are those of the speakers or panelists and do not necessarily reflect or represent the official views and opinions, policy or position held by The Empire Club of Canada.*
How do we achieve a justice system that provides equal and fair representation without discrimination, especially for Black people and people of colour? Some might say that one way to get to a just society is through diverse and dedicated lawyers working at their best. In this episode, we hear from Charlene Theodore, in-house counsel at the Ontario English Catholic Teachers Association, and the Ontario Bar Association's first Black president (and first “pandemic” president too!). Charlene candidly discusses her experiences as a Black female lawyer in Canada and sheds light on her forward thinking initiatives “Work that Works” and “Not Another Decade,” aimed at reimagining workplaces from an equity and diversity framework.
CBC reporter visits with members of the Kettle and Stoney Point First Nation to mark the 25th anniversary of the shooting of Dudley George by a member of the O.P.P.; We meet Charlene Theodore the first Black president of Ontario Bar Association; The chairman of the Upper Canada District School Board John McAllister and Erin Blair a local representative of the Elementary Teachers Federation of Ontario discuss their differences on the board's proposed approach to remote learning; Morna Ballantyne of Child Care Now welcomes the recent cooperation between the province and the federal government, but maintains that the country needs a national health care initiative; Dillon Browne from the Department of Psychology at the University of Waterloo offers suggestions on how to help with a child's anxiety about the new school year; Diane Lunan and her family run Marlin Orchards and Garden Centre at South Glengarry, just east of Cornwall. She talks about this most unusual season.
Ashlee Froese is a lawyer and trademark agent, who is recognized by the Law Society of Ontario as a Certified Specialist in Trademarks Law. With over 10 years' experience practicing branding and fashion law, Ashlee provides a deep understanding of brand-protection strategies. Ashlee manages, enforces, commercializes and protects clients' brands domestically and internationally. She also creates strategies for the planning and execution of brand-protection strategies. Since 2017, Ashlee has been consistently recognized by the World Trademark Review as one of the top 1000 trademark lawyers in the world. In 2019, Ashlee was only one of 39 lawyers across Canada to be granted the Lexpert Zenith Award, which recognizes Ashlee as a change-maker in law. Ashlee is a City Moguls award recipient, which recognizes her entrepreneurship and dedication to philanthropy. Prior to launching Froese Law, Ashlee was a partner on Bay Street. Ashlee's scope of practice includes trademarks, copyright, licensing, domain name, social media, marketing/advertising and packaging/labelling laws. Ashlee also assists in drafting and negotiating commercial agreements associated with the manufacture, distribution, sale and advertisement of branded products and services. Ashlee holds numerous leadership and mentorship positions within the legal, branding and fashion industries including executive committee member (Ontario Bar Association), brand strategy council member (Canadian Marketing Association), co-chair (City of Toronto's Fashion Industry Advisory Panel), advisor (Ryerson Fashion Zone), mentor (Canadian Arts and Fashion Awards), mentor (Toronto Fashion Incubator), committee member (Intellectual Property Institute of Canada), committee member (International Trademarks Association), past co-chair (Fashion Group International), and past chair (Toronto Intellectual Property Group). Ashlee is a frequent guest speaker and published author on branding and fashion law. She has lectured at law schools, universities, cultural institutions, law societies and industry associations throughout North America. She has also been published in numerous magazines, academic publications and is a contributing author to a nationally published book. Ashlee is frequently sought out by the media to provide her commentary to the media on leading branding and fashion law matters. A dedicated advocate for the fashion industry, in December 2015 Ashlee led a pan-industry movement challenging the Ontario government to recognize the fashion industry as a cultural industry, thereby becoming eligible for government funding.
Lynne Vicars is the Immediate Past President of the Ontario Bar Association. She is also the Chief Innovation and Strategy Officer and Senior Counsel for Heuristica Discovery Counsel LLP.Rocio Gainza is a Senior Manager, Global Sanctions at ScotiabankGet more examples of what lawyers, law firms and other professions are doing to advance gender equality and obtain 5 h 45 m of EDI hours by watching the full and recorded program from the OBA’s Momentum Summit.Document your CPD Hours --> HEREHave feedback? Email us at pod@oba.org with your thoughts and comments.CREDITSPaula Todd, Interviewer and Professor, School of Media, Seneca CollegeMary Jackson, Blake, Cassels, & Graydon LLPLynne Vicars, Host and OBA Immediate Past PresidentRocio Gainza, ScotiabankRoy Bornmann, Policy and Programming LawyerRachel Winer, ProducerAndrea Miller, Audio Technician
Carte Wealth Management Inc. advisor Jackie Porter named Female Trailblazer of the Year Mississauga, Ontario, July 31, 2019 – Carte Wealth Management Inc. (“Carte Wealth”) is pleased to announce that Jackie Porter, CFP was named winner of the Mackenzie Investments Award for ‘Female Trailblazer of the Year’ category in the 2019 Wealth Professionals awards. These awards celebrate the top advisors and wealth management professionals across the country. Each year more than 1,000 professionals vie for a place in one of the 20 award categories. The Female Trailblazer category recognizes advisors who demonstrate the promotion, influence and championing of women within the wealth management and financial planning industry. “I am honoured to have been chosen for this award,” says Porter. “It’s a confirmation that my commitment to delivering top-notch service and the very best value to my clients, as well as my dedication to educating women about financial issues, have been acknowledged by the industry, and I’m very grateful to have that recognition.” In addition to her work with families, professionals and businesses in the Greater Toronto Area, Porter’s financial advice and strategies have been featured in top financial publications, including The Globe and Mail, Wealth Professional, Investment Executive, and the Ontario Bar Association. She is also a speaker and recently co-authored the book, Single by Choice or Chance: The smart woman’s guide to living longer, better. “This award is validation of Carte Wealth’s commitment to hiring top-tier advisors and providing the resources and support that help them achieve professional success,” says Kirk Purai, President of Carte Wealth Management Inc. “I am very happy for Jackie and incredibly proud to have her as a member of our Carte team!” About Carte Financial Group Carte Wealth Management Inc. is a mutual fund and exempt market products dealer in the provinces of Alberta, British Columbia and Ontario and a mutual fund dealer in the provinces of Manitoba, Quebec and Saskatchewan, providing clients with mutual funds, Exchange-Traded Funds (ETFs), principal protected notes (PPNs), guaranteed investment certificates (GICs), and private placement. Carte Risk Management Inc. is an insurance managing general agency licensed in the province of Ontario, providing clients with life insurance products and services as well as segregated fund investment solutions. Carte is ranked as the #1 Full-Service Independent Dealer with Investment Executive’s Dealer Report Card. Are you ready to grow your business? Carte cares - just ask our advisors! www.CartePartners.ca
Get the full story and order your copy of Justice Robert Sharpe, The Ontario Court of Appeal, The Lazier Murder, from the Osgoode Society for Canadian Legal History. Document your CPD Hours --> HEREHave feedback? Email us at pod@oba.org with your thoughts and comments.CREDITSCharlene Theodore, Host & OBA Vice PresidentThe Honorable Justice Robert Sharpe, Ontario Court of AppealAmanda Ross, Associate at Cooper, Sandler, Shime & Bergman LLPRoy Bornmann, Policy and Programming LawyerRachel Winer, ProducerAndrea Miller, Audio TechThank You to Podcast Sponsor Thomson Reuters for their support.
Get the full story and order your copy of Justice Robert Sharpe, Ontario Court of Appeal, The Lazier Murder, from the Osgoode Society for Canadian Legal History. Document your CPD Hours --> HEREHave feedback? Email us at pod@oba.org with your thoughts and comments.CREDITSCharlene Theodore, Host & OBA Vice PresidentThe Honorable Justice Robert Sharpe, Ontario Court of AppealAmanda Ross, Associate at Cooper, Sandler, Shime & Bergman LLPRoy Bornmann, Policy and Programming LawyerRachel Winer, ProducerAndrea Miller, Audio TechThank You to Podcast Sponsor Thomson Reuters for their support.
Angela is a Principal in the High Net Worth tax group of PwC. Working exclusively in estate planning, she is responsible for providing sophisticated estate planning services to shareholders of private and public companies and to other wealthy individuals. She advises on will and probate fee planning, tax planning for estates, charitable giving strategies, the use of domestic and offshore trusts and their taxation, buy-sell planning, estate freeze and capital gains exemption planning techniques, creative uses of insurance and distribution planning for corporations and trusts. Angela has over 15 years of experience in providing high-end tax advice and planning to clients. Angela graduated with an LL.B. from the University of Toronto and was called to the Ontario Bar in 1997. She practiced for over 9 years as a tax lawyer in both an in-house counsel role and in a top-tier Toronto law firm. She is a member in good standing at the Law Society of Upper Canada, a member of the Canadian Tax Foundation, Ontario Bar Association and Law Society of Upper Canada. Angela has co-presented a session on tax issues for shareholders’ agreements at the 2010 National STEP Conference, and in 2013 on donation planning for trusts and estates. She has spoken at conferences sponsored by the Senior Estates and Trusts Practitioner Forum, the Society of Trust and Estate Practitioners and the Conference for Advanced Life Underwriting on various estate planning topics. Angela has also co-written and delivered a paper for the 2013 Canadian Tax Foundation Annual Report on the new non-resident trust rules as they apply to personal trust and has authored several articles for the Canadian Tax Foundation. In addition, Angela is a regular contributor to the PricewaterhouseCoopers publication, Wealth and Tax Matters; a publication consisting of articles directed to owners of businesses and other high net worth individuals.
Angela is a Principal in the High Net Worth tax group of PwC. Working exclusively in estate planning, she is responsible for providing sophisticated estate planning services to shareholders of private and public companies and to other wealthy individuals. She advises on will and probate fee planning, tax planning for estates, charitable giving strategies, the use of domestic and offshore trusts and their taxation, buy-sell planning, estate freeze and capital gains exemption planning techniques, creative uses of insurance and distribution planning for corporations and trusts. Angela has over 15 years of experience in providing high-end tax advice and planning to clients. Angela graduated with an LL.B. from the University of Toronto and was called to the Ontario Bar in 1997. She practiced for over 9 years as a tax lawyer in both an in-house counsel role and in a top-tier Toronto law firm. She is a member in good standing at the Law Society of Upper Canada, a member of the Canadian Tax Foundation, Ontario Bar Association and Law Society of Upper Canada. Angela has co-presented a session on tax issues for shareholders’ agreements at the 2010 National STEP Conference, and in 2013 on donation planning for trusts and estates. She has spoken at conferences sponsored by the Senior Estates and Trusts Practitioner Forum, the Society of Trust and Estate Practitioners and the Conference for Advanced Life Underwriting on various estate planning topics. Angela has also co-written and delivered a paper for the 2013 Canadian Tax Foundation Annual Report on the new non-resident trust rules as they apply to personal trust and has authored several articles for the Canadian Tax Foundation. In addition, Angela is a regular contributor to the PricewaterhouseCoopers publication, Wealth and Tax Matters; a publication consisting of articles directed to owners of businesses and other high net worth individuals.
Conversations With The President: Raising The Bar on Inclusion, Ep 4: In this episode, Ray meets Charlene Theodore, 2nd Vice-President of the Ontario Bar Association, who is the first black woman to occupy this position. He also meets with David A Curry, Crown Attorney in Digby, Nova Scotia, to discuss his experience as a black and Mi'kmaq lawyer. Charlene and David are young lawyers hoping to change the face of the law in their communities. They talk privilege, mental health, leadership development for racialized lawyers, the climate for a black lawyer in Nova Scotia, and being disrespected by court staff because they look different from the dominant group. To know more about the 2019 Leading Change: Leadership Development Bootcamp for Racialized Lawyers, click here. To contact us (please include in the subject line ''Podcast''): podcasts@cba.org Please subscribe, rate and review our podcast if you are enjoying it on Apple Podcast.
Jayashree Goswami is senior in-house counsel. She has a wealth of leadership experience with equity-seeking groups, including the Ontario Bar Association, the South Asian Bar Association, the Canadian Civil Liberties Association, and the Roundtable of Diversity Organizations. She is running a joint campaing with incumbent Bencher, Isfahan Mehrali.
Orlando Da Silva has been a Toronto trial lawyer for 24 years. During his term as Ontario Bar Association president in 2014-2015, he helped lead the profession across Canada in a mental health anti-stigma campaign by speaking publicly about his own experience with depression. His message of hope, resilience, and strength has reached over 6 million people.
As the former President of the Ontario Bar Association, Law Society Medalist, and an exemplary career in law, Orlando Da Silva enters 2019 well positioned as he seeks election for Bencher with the Law Society of Ontario. In this episode of Of Counsel, Orlando takes us on his remarkable path into law. A son of [...]
Peter Aprile and Quinn Ross discuss the Ontario Bar Association’s inaugural “Innovator-in-Residence” Program and the reasons that Peter chose to analyze traditional law firm structures and leadership, and his belief that the paradigm that underlies traditional law firms is the root cause of the legal industry's disempowerment, diversity, and innovation issues. Peter discusses his early research into new distributed power models - and Counter's experience shifting to a new model - designed to make law firms more innovative, productive, fulfilling, and meaningful. CPD Lawyers that have completed the S04E01 BNL CPD cam claim a 35 minute Professionalism CPD credit. To access the S04E01 verification examination click this link.
This week Julie talks with Ranjan Agarwal, partner at prestigious Toronto law firm Bennett Jones, about his (many!) appearances before the Supreme Court, about his thoughts on Access to Justice for Canada's diverse population, and about his goals as incoming Secretary of the Ontario Bar Association. Plus, some recent thoughtful pieces on the future of legal education, and a plug for SRL Awareness Day, coming up on October 4th. More on this episode on our website: https://representingyourselfcanada.com/changing-faces-in-the-justice-system/
November is the Ontario Bar Association’s Make A Will Month so we want to help you learn about the importance of making a Will! Listen in to our podcast with Kate Turoczi, manager of Planned Giving... Through its province-wide network of 50 plus Communities, the Ontario SPCA is one of the largest, most responsive animal welfare organizations in the country, providing care and shelter for tens of thousands of animals every year. The Ontario SPCA is unique amongst animal welfare organizations in Ontario: the Ontario SPCA Act mandates the Society to enforce animal cruelty laws and provides Society Branch and Affiliate investigators with police powers to do so.
If you are a law student in Ontario you should be a member of the Ontario Bar Association. OBA membership gets you networking opportunities, mentorship opportunities, access to specialized and practical learning…and so much more. Best of all, membership is free! In this episode David Sterns, Second VP of the OBA and Nicolas Joubert, uOttawa, Common Law English, Law School Student OBA Ambassador tell you exactly how you can get involved with the OBA and the direct career benefits that result. To get a hold of Nicolas you can email him at njoub083@uottawa.ca or follow him on Twitter at @uOttawaOBA Here is a list of other important contacts at your law school: Student Division Executive · University of Windsor - Elana Anzel-Sivkin (Chair) · Queen's University - Leah Gensey (Vice-Chair) · University of Western Ontario - Blake Jones (Past Chair) Law School Student Ambassadors · Lakehead University - Alison Morris · York University (Osgoode) - Kate Julien · University of Toronto - Billi Wun · University of Windsor - Michael Ditkofsky · University of Ottawa, English Common Law - Nicolas Joubert · University of Ottawa, French Common Law - Jessica Smith Articling Student Ambassadors · University of Toronto - Arieh Bloom · Queen's University - John McIntyre · University of Ottawa - Zac Resnick · University of Western Ontario - Alana Sharpe Upcoming OBA events around you: Toronto The Nuts and Bolts of Investment Canada Act Reviews for Young Lawyers – February 26, 12:00 pm - 1:30 pm at 79 Wellington Street West, 33rd Floor, TD South Tower More Bullet-Proofing for Your IT Law Practice: Professionalism, Ethics and the New Rules of Professional Conduct – March 2, 12:00 pm – 2:00 pm at Twenty Toronto Street Conferences and Events (20 Toronto Street, 2nd Floor) Your First Civil Trial – March 6, 9:00 am - 12:30 pm at Twenty Toronto Street Conferences and Events (20 Toronto Street, 2nd Floor) Your First Franchise Law Client – March 10, 5:30 pm - 7:30 pm at Twenty Toronto Street Conferences and Events (20 Toronto Street, 2nd Floor) London Insight from the Bench: Practical Advocacy Tips for Young Lawyers – March 26, 5:30 pm - 7:30 pm at The River Room Cafe & Private Dining (421 Ridout Street North) Ottawa Ottawa Outreach Event (Women Lawyers Forum) - February 23, 5:30 pm - 7:30 pm at BLG offices The Risks and Rewards of Marketing Yourself Online – February 25, 7:45 am - 9:00 am at Nelligan O'Brien Payne offices Career Connections – February 26, 8:30 am - 3:30 pm at Ottawa Convention Centre War Museum Tour and Networking Reception - March 12 or March 26 (to be determined) from 6:15 pm - 9:00 pm at the National War Museum & Mill Street Brew Pub (1 Vimy Place and 555 Wellington Street respectively) - Put on by the Young Lawyers Division - East in collaboration with the Student Division Executive Effective Administrative Tribunal Practice – April 22, 5:00 pm - 7:30 pm at Army Officers' Mess - Main Dining Room (149 Somerset West) For all upcoming OBA events visit http://www.cbapd.org/province_en.aspx?prov=ON
There is a kaleidoscope of emotion experienced in divorce, and sometimes it makes good people do bad things, but can also bring out the worst in people especially those with mental wellness issues. What happens when you are faced with the adversity from the other side, crazy making behavior, deception, lies, and so on. Our guest is Steven Benmor, a Family Law lawyer who only handles matrimonial cases. He takes us through the critical steps and thinking behind dealing with the difficult issues and personalities. Steven is a Certified Specialist in Family Law by the Law Society of Upper Canada, Adjunct Professor at Osgoode Hall Law School, Co-chair of the Board of Access For Parents and Children in Ontario, Executive Member of the Family Law Section of the Ontario Bar Association, Member of the Board of the Ontario Chapter of the Association of Family and Conciliation Courts, Member of the Board of the Ontario Network for the Prevention of Elder Abuse, Member of The Advocates Society, Member of the Toronto Lawyers Association and Member of the Family Lawyers Association. Steven is a recognized lawyer, educator, speaker and writer – and is well versed in dealing with many of the difficult divorce dilemmas that only the most seasoned of lawyers can handle so adeptly. In this episode of The Smart Divorce we discuss personality disorder, the relationship breakdown business, and stepchildren support. Topics include: Dealing with oppositional, paranoid and aggressive behavior from the other side –your soon to be former partner and their legal counsel Why you’re better off in the legal system Getting out of “emotional jail” Why it’s important to focus on the truth, not on the lie What the system is – an adversarial system, and not an inquisition system Legal responsibilities to the step children And much more! Be sure to tune it, this is a lively discussion and a must listen! For more information and to contact Steven Benmor visit his website at www.benmor.com or email steve@benmor.com Don’t forget, LIKE us on our Facebook pages, The Smart Divorce and Divorce Source Radio. Join the community
This week on Hull on Estates, Paul Trudelle and Saman Jaffery review The Dependant's Support Application: from Notice of Application to Trial - a program held by the Ontario Bar Association on September 27, 2011. More specifically, they review the which outlines the steps to take when advancing a claim against an estate.
Today on Hull on Estates, Kathryn Pilikington and Craig Vander Zee discuss recent cases dealing with trust law. They also discuss the Trust, Trustees and Trusteeships conference on October 1, 2010 put on by the Ontario Bar Association. Specifically, they discuss the topics that were presented at the conference. These topics are: The Drafting of Trusts Hilary E. Laidlaw, McCarthy Tétrault LLP (author of paper) M. Elena Hoffstein, Fasken Martineau DuMoulin LLP (presented by) Considerations When Drafting Restricted Charitable Purpose Trusts Terrance S. Carter, Carters Professional Corporation - Orangeville Remedies for Breach of Trust Archie J. Rabinowitz, Fraser Milner Casgrain LLP Drafting Trusts in Contemplation and Consideration of New Reproductive Technology Clare E. Burns, WeirFoulds LLP Trusts and Insolvency Frank Bennett, LSM, Bennett & Company Review and Analysis of Recent Trust Case Law Craig R. Vander Zee, Hull & Hull LLP If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.
This episode marks part III of our ongoing coverage on the future of Canada's rehabilitative prison farm program. Since July 2009, Deconstructing Dinner has been paying close attention to the 6 prison farms that have been operating across Canada. In February 2009 it was discovered that the farm program was scheduled to be phased out, however, the farm program is not going down without a fight as farmers, prison workers, inmates, academics, and advocates of local food systems have all been rallying to save them. On this part III, we travel to Ottawa where on March 25 and 30, this issue was brought to Parliament and more specifically, Canada's Standing Committee on Public Safety and National Security. Members of Parliament challenged the government's decision and heard testimony from both supporters and opponents of the closures. Guests/Voices Ross Toller regional deputy commissioner of ontario, Correctional Service of Canada (Kingston, ON) - Ross Toller was appointed Regional Deputy Commissioner (Ontario) in August 2008. Ross's career began in 1978 when he joined the Correctional Service of Canada (CSC) as a Correctional Officer. He has held a number of positions in the Service since then. John Sargent chief executive officer, CORCAN (Ottawa, ON) - CORCAN is a rehabilitation program of the Correctional Service of Canada (CSC). It is mandated to provide employment training and employability skills to offenders in federal correctional institutions in support of the social policy of the Government of Canada. John Leeman ex-convict, inreach worker LifeLine (Kingston, ON) - As part of his 19-years in prison, Leeman spent his later years working on prison farms. He believes the program was invaluable and opposes the decision to close the program. Bill Flanagan professor and dean of law, Queen's University (Kingston, ON) - Flanagan was appointed Dean of Law in 2005. He opposes the closure of the prison farms. Dave Perry agribusiness instructor for the abattoir, corcan agribusiness, Pittsburgh Institution (Joyceville, ON) - Perry is a sixth-generation farmer. He is the President of the Frontenac Cattleman's Association and is a director of the National Farmers Union's Local 316. Perry has worked on both of the two prison farm sites in the Kingston area. Ron Amey acting production supervisor, corcan agribusiness, Frontenac Institution (Kingston, ON) - Amey is responsible for the day-to-day operations at Frontenac Institution's agricultural production and food processing operations. Larry McDermott councillor, Shabot Obaadjiwan First Nation (north of Kingston, ON) - McDermott is the former rural chair of the Canadian Federation of Municipalities. Mark Holland member of parliament, Ajax-Pickering, Liberal Party of Canada (Pickering, ON) - As one of the youngest members of the Liberal Caucas, Mark Holland was first elected in 2004 and has represented the riding of Ajax-Pickering ever since. As a Member of Parliament, Holland serves as the Liberal party's critic for Public Safety and National Security and is Vice Chair of the Public Safety and National Security Committee. Wayne Easter member of parliament, Malpeque, Liberal Party of Canada (North Wiltshire, PEI) - Wayne was born in Charlottetown, Prince Edward Island and was raised on the family farm in North Wiltshire. Wayne entered politics in 1993 when he was officially elected as the Member of Parliament for the riding of Malpeque, P.E.I. He was re-elected in 1997, 2000, 2004, 2006 and 2008. In Parliament, Wayne has served as Solicitor General of Canada, Parliamentary Secretary for Fisheries and Oceans, Parliamentary Secretary for Agriculture and Agri-Food with special responsibilities for the Rural Secretariat, and is currently the Liberal Party's Opposition Critic on Agriculture and Agri-Food. Andrew Kania member of parliament, Brampton West, Liberal Party of Canada (Brampton, ON) - Elected in 2008, Kania is currently a member of the Standing Committee on Public Safety and National Security. He is a senior partner at the family law firm Kania Lawyers and as an active member of the Ontario Bar Association. Shelly Glover member of parliament, Saint Boniface, Conservative Party of Canada (Winnipeg, MB) - Elected in 2008, Glover is currently a member of the Standing Committee on Public Safety and National Security. Until her election, Glover served as a member of the Winnipeg Police Service for almost 19 years.