Bethune Whiston, Partner

Telephone: (416) 383-6436

Bethune is a partner in Morneau Shepell’s Ontario Retirement Solutions practice with a 25-year tenure at the firm. She manages the Toronto Governance, Legal and Compliance Consulting team and co-manages the firm’s Regulatory Group. In addition, Bethune advises colleagues and clients on a broad range of legal issues for both defined benefit and capital accumulation plans, including plan governance, tax and regulatory compliance, registered and non-registered plan design and documentation, surplus issues, and pension plan mergers, conversions and wind-ups. She also provides assistance in the drafting of pension legislation and regulations for the Governments of Canada, Bermuda, and Barbados. In December 2013, Bethune was appointed to the Ontario Financial Services Tribunal for an initial three-year term. She is a member of the industry working group assisting the Canadian Association of Pension Supervisory Authorities (CAPSA) with a review and revisions to the Pension Plan Governance Guideline and Self-Assessment Questionnaire. Bethune is the executive editor of the Morneau Shepell Summary of Pension Legislation in Canada; co-editor and contributing author on governance of the Morneau Shepell Handbook of Canadian Pension and Benefit Plans. Bethune has received a Certificate in Adjudication for Administrative Agencies, Boards and Tribunals from the Osgoode Hall Law School of York University and the Society of Ontario Adjudicators and Regulators (2014); a J.D. from the University of Toronto Law School (1986); and a B.A. from the University of Western Ontario (1983).

Industry Involvement

  • Member of the Ontario Bar Association’s Pension & Benefits Section and Past Executive member of the Section
  • Osgoode Hall Law School of York University (since 2005): Adjunct faculty member, Pension Governance and Risk Management (since 2011)
  • Past Chair of the Financial Services Commission of Ontario’s Legal Advisory Committee
  • Member of the Association of Canadian Pension Management and Past Chair of the Ontario Chapter
  • Past Member of the Canadian Pension & Benefits Institute’s Ontario Council

Colette Barbati, Legal Counsel

Telephone: (902) 474-3274

Colette is a seasoned lawyer, consultant and internal human resources advisor for Morneau Shepell.  Colette provides internal legal support to Morneau Shepell’s consulting line of business and she also supports external clients with pension and benefits legislation and plan governance. She joined the firm in 2010, having previously worked as in-house legal counsel for an international technology firm, providing legal advice in various corporate legal matters, employment law and human resource issues, contract negotiations, human rights training and other in-house legal roles. Colette was called to the Nova Scotia Bar in 1998 and obtained her Certified Human Resource Professional (CHRP) designation in 2012.

Industry Involvement

  • Member of the Nova Scotia Barrister’s Society
  • Member of the Human Resource Association of Nova Scotia  

Tejash (TJ) Modi, Principal

Telephone: (416) 383-6471

TJ is a lawyer and Principal at Morneau Shepell He joined the firm in 2005 and in 2016 was appointed the Chair of the recently established Governance, Legal and Compliance Consulting Practice. In addition, TJ co-manages the business unit dedicated to the regulatory wind-up of pension plans and in this capacity he acts as liaison with governmental regulatory authorities and coordinates insolvency-related pension litigation. TJ advises colleagues and clients on a broad range of legal issues for both defined benefit and capital accumulation plans, and assists clients in establishing prudent, effective and appropriate governance frameworks, as well as risk management best practices. He has particular expertise in private sector and public sector pension plans, as well as multi-employer pension plans. Furthermore, he advises clients in various Caribbean jurisdictions on fiduciary duties and governance best practices. TJ has been the Chair of Morneau Shepell’s National Specialist group in pension and benefit plan governance since 2010. TJ is a contributing author to the Morneau Shepell Handbook of Canadian Pension and Benefit Plans. He earned an M.B.A. from the Schulich School of Business, York University (1999); a J.D. from Osgoode Hall Law School, York University (1999); and a B.A. from York University (1995). TJ was admitted to the Ontario Bar in 2001.  

Industry Involvement

  • Faculty member of the Humber College Pension Plan Administration course, lecturing on governance
  • Member of the Financial Services Commission of Ontario (FSCO) Administration Advisory Committee, advising FSCO’s Deputy Superintendent on administration issues and all other aspects of pension plan regulation
  • Has developed and delivered regulatory training programs and participated in pension law reform efforts in a number of Caribbean jurisdictions
  • Frequent speaker at national and international conferences and workshops on pension governance and compliance-related topics
  • Member of the Ontario Bar Association’s Pension & Benefits Section and Past Executive member of the Section

Andrew Zur, Principal

Telephone: (416) 383-6485

Andrew joined Morneau Shepell in 2003 as a pension lawyer, having previously worked with the Financial Services Commission of Ontario in the regulation of pension plans and insurance in Ontario. He advises clients with respect to compliance with pension legislation, income tax legislation, plan mergers and asset transfers, pension plan investments and family law and estate issues. Andrew has expertise in drafting pension plan texts and supporting documentation for both private and public sector pension plans, as well as multi-employer plans. He prepares policy submissions to government and has advised Canadian governments on policy matters.  He has also drafted pension legislation for various jurisdictions in the Caribbean. Andrew is Morneau Shepell’s National Specialist for Legislation and sits on the firm’s national committee for Defined Contribution Pension Plan Consulting. He is the lead editor of the Morneau Shepell Summary of Pension Legislation in Canada, an editor of the Morneau Shepell Handbook of Canadian Pension and Benefit Plans, and a contributing author to both Financial and Estate Planning for the Mature Client in Ontario and the Morneau Shepell Handbook of Canadian Pension and Benefit Plans. Andrew received his LL.B. degree from the University of Toronto Law School (2002) and was called to the Ontario Bar in 2003.

Industry Involvement

  • Serves as the Information Technology Liaison on the Executive of the Ontario Bar Association’s Pension and Benefits Law section
  • Co-author of Legal Fundamentals for Insurance and Financial Advisors (Advocis textbook for Chartered Life Underwriters)
  • Has appeared as an expert witness before an administrative tribunal
  • Has developed and delivered regulatory training programs and participated in pension law reform efforts in a number of Caribbean jurisdictions
  • Has contributed articles to Benefits and Pensions Monitor magazine, as well as Ontario and Canadian Bar Associations and the International Pension & Employee Benefits Lawyers Association publications

François Turgeon, Principal

Telephone: (514) 392-7807

François is a notary and Principal at Morneau Shepell. He spent 10 years in private practice before joining the firm in 1992 and has 24 years of experience in the pension consulting field. He provides clients with a variety of legal services related to their pension and benefits programs, including analysis of the legal aspects of pension plans; modification of pension plan texts to comply with existing legislation; and advice with respect to proposed legislation related to pension plans, employee benefits, discrimination, and labour standards. François is one of the firm’s National Specialists on pension governance issues. He has received a Certificate in Conventional Arbitration from the Institut des arbitres du Canada Inc. (Québec section) (1988); Diplome en droit notarial from the University of Montréal (1982); and a Licence en lettres légales from the University of Montréal (1981).

Industry Involvement

  • Member of the South Shore Chamber of Commerce and Industry
  • Lectures frequently on pension issues, particularly on the role and responsibilities of pension committee members, as well as on the legal aspects of retirement planning

Julie Vandal-Lemoyne, Principal

Telephone: (514) 876-7348

Julie is a lawyer and a Principal at Morneau Shepell. She joined the firm in 2008 and has more than twenty five years of experience in the pension consulting field. As a lawyer and one of the firm’s specialists on Québec pension issues, she providesclients with a variety of legal services regarding their pension plans, benefit programs, and pension plan administration including plan compliance with pension and tax legislation and pension governance. In addition, she drafts and reviews plan documents, amendments and contracts such as custodial agreements, and provides training to pension committees. Julie was admitted to the Québec Bar in 1990 after earning her Baccalauréat en droit (LL.B.) from the University of Montréal in 1989.

Industry Involvement

  • Chair of the executive of the National Pensions and Benefits Law Section of the Canadian Bar Association (CBA) in 2010-2011
  • Member of the CBA National Pensions and Benefits Law Section executive from 2006 to 2010
  • Editor of the CBA’s National Pensions and Benefits Law Section’s newsletter For Your Benefit in 2006
  • Speaker at events hosted by the Canadian Institute and the Canadian Pension & Benefits Institute 

Maryse Gagnon-Ouellette, Senior Legal Consultant

Telephone: (506) 442-3923

Maryse is a lawyer and a senior legal consultant at Morneau Shepell. She joined the firm in 2015 with nine years’ previous experience in the New Brunswick public service, including four years with the pension division responsible for the administration of provincially-sponsored pension plans. Maryse has particular experience in the conversion of defined benefit pension plans to target benefit/shared risk plans. She is a contributor to Morneau Shepell’s News & Views newsletter and the Morneau Shepell Handbook of Canadian Pension and Benefit Plans. Maryse received a LL.B. degree in 2004 and a B.Sc.F. degree in 2001, both from the University of Moncton and has been admitted to the Bars of New Brunswick (2006) and Ontario (2007).

Industry Involvement

  • Member of the Law Society of New Brunswick
  • Member of the Canadian Bar Association

Glorie Alfred, Legal Consultant

Telephone: (416) 445-2701 x5401

Glorie is a pension and benefits lawyer. She joined Morneau Shepell in 2014 after six years in the role of in-house legal counsel at the Toronto District School Board. In her current role, Glorie advises clients on legal issues related to pension and benefit plans including plan design, administration, governance and continuous regulatory compliance, in relation to registered and non-registered plans across Canada and the Caribbean region. She is a practice specialist in legislation and governance. She is also a frequent contributor to Morneau Shepell’s News & Views publication and a contributing author to the Morneau Shepell Handbook of Canadian Pension and Benefit Plans. Glorie received a J.D. from Osgoode Hall Law School, York University in 2006 and an LL.M. from the University of Ottawa in 2007.  She was called to the Bar in Ontario in 2008.

Industry Involvement

  • Member of the Law Society of Upper Canada
  • Executive member of the Ontario Bar Association’s Pension & Benefits Section
  • Member of the Canadian Bar Association’s Pension & Benefits Section Communications Committee 

Gregory Clooney, Legal Consultant

Telephone: (416) 445-8899 x3194

Gregory joined Morneau Shepell in 2012 from a leading regional law firm specializing in business dispute resolution, health and insurance law. As a lawyer and consultant with Morneau Shepell, Gregory provides advice on both a national and international level concerning a wide range of pension and benefits plan issues. He is a practice specialist in legislation and governance, with a particular focus on pension and benefit plan governance. Gregory advises colleagues and clients on a broad range of legal issues for both defined benefit and capital accumulation plans, and assists clients in establishing prudent, effective and appropriate governance frameworks, as well as risk management best practices.  Gregory contributes frequently to Morneau Shepell’s News & Views publication, and is a co-coordinator and contributing author for the Morneau Shepell Handbook of Canadian Pension and Benefit Plans. He received an LL.B. in 2008 from Dalhousie Law School, with a focus on business and health law, and was called to the Bar in Nova Scotia in 2009.

Industry Involvement

  • Member of the Canadian Bar Association
  • Executive member of the Ontario Bar Association’s Pension & Benefits Section
  • Member of the Nova Scotia Barristers Association
  • Member of the Canadian Pension and Benefits Institute
  • Member of the Association of Canadian Pension Management