An accomplished Commercial Litigation Lawyer with expertise in Estates & Trusts with a proven track record of handling a broad range of complex client files. Possesses a comprehensive understanding of civil procedure, commercial leases, construction law, employment law, mortgage enforcement, and appeals. Has recently developed an expertise in estate settlement and trust management having obtained the STEP Diploma. With over 10 years of experience, consistently delivered exceptional results and exceeding client expectations. Proficient in complex legal and financial transactions, played a pivotal role in facilitating multi-million-dollar transactions. Adept at collaborating with cross-functional teams, brings a unique blend of legal expertise and financial acumen to drive efficiency and achieve measurable outcomes. Committed to excellence in client service, is a dedicated professional with a passion for achieving optimal results in a fast-paced corporate environment.
2021-2023
Corporate Trust Officer
TSX Trust Company, Montreal, QC
- Managed and administered 100+ client files, ensuring compliance with regulatory requirements and deadlines, as well as negotiating client relationships.
- Handled and oversaw corporate debt issues, escrow agreements, and corporate trusts, facilitating multiple million-dollar transactions.
- Developed comprehensive knowledge of capital markets, corporate governance, and project financing, contributing to an exceptional client experience.
- Assisted and provided mentorship to junior team members, and provided effective communication and problem-solving skills.
2018-2021
Associate Trust Officer
TD Canada Trust, Montreal, QC
- Administered estates, trusts, and power of attorneys, handling daily banking operations and monitoring investment portfolios in excess of $1 million.
- Collaborated with executive trust officers and regional manager on complex files, and identified estate planning strategies as well as referral opportunities.
- Reviewed financial reporting and documentation, ensuring client objectives regularly reviewed and achieved.
- Demonstrated ability to take ownership of client relationships, and ensure a seamless client experience.
2017
Associate Lawyer
Walker Law Professional Corporation, Toronto, ON
- Worked closely with the managing partner on commercial litigation files, involving contract disputes, mortgages, employment law and commercial leases.
- Made frequent appearances before masters and judges on motions and applications, effectively advocating for clients' interests.
- Drafted materials for motions and applications, and appeals.
- Assisted in coaching and mentoring of junior associate lawyers and paralegals.
2016
Contract Lawyer
Slater & Spiller LLP, Toronto, ON
- Collaborated with a senior sole practitioner with a diverse legal practice, including family law, wills and estates, and real estate.
- Assisted drafting motion materials, attending examinations and mediations and appeared regularly before masters and judges on various matters.
- Responsible for managing client expectations and achieving client objectives to ensure profitability and client satisfaction.
2009-2015
Sole Practitioner
Marcus Boire, Ottawa, ON
- Managed a private practice specializing in personal injury, employment law, and commercial matters, handling over 100 cases resulting in over $1 million in settlements.
- Conducted cross-examinations, mediations, trials, appeals, and secured injunctive relief for clients.
- Utilized knowledge of forensic and corporate accounting to strengthen cases, and in support of settlement negotiations.
- Demonstrated excellent written and oral advocacy skills in at least 3 Superior Court Trials.
2008-2009
Articling Student
Levinter & Levinter, Toronto, ON
- Gained exposure to all aspects of personal injury litigation, appearing before masters and judges throughout the greater Toronto area for motions, status hearings, trial scheduling, assignment court, and small claims.
- Estate Planning
- Wills & Trusts
- Trust & Estate Administration
Education and Professional Development
Jan 2022
Canadian Securities Course Certification
Aug 2023
Society of Trust & EstatePractitioners (STEP) Diploma
Jun 2009
Admissions Course
Law Society of Ontario, Toronto, ON
2003-2007
McGill Integrated B.C.L./ LL.B.Program
McGill University, Faculty of Law, Montreal, QC
Winter 2003
Exchange Student
Institut d’Études Politiques de Lille, France
1998-2002
Honours B.A. Major: Political Science
Honours B.A. Major: Political Science
Professional Conferences
May 29 - June 1, 2023
Faculty
Transformative Business Law Summer Academy (McGill SustainableGrowth Initiative)
Montreal, QC
June 6 - 7, 2019
Participant
S.T.E.P (Society of Trust & Estate Practitioners) CanadaNational Conference
Toronto, ON
October 26-27, 2008
Speaker
3rd Biennial Symposium on the Internet: Governance and the Law
McGill University, Faculty of Law, Montréal, QC
August 11 - 13, 2008
Participant
The Business of Copyright: Copyright in Internet Technology &Software
Intellectual Property Institute of Canada, Montréal, QC
November 15 - 16, 2005
Participant
World Electronic Media Forum (WEMF) II
Tunis, Tunisia
An event of the World Summit on the Information Society
