Jeremy J. Forgie, Lawyer
Contributing Editor, Conference Chair and Speaker
Federated Press Contributions
| Contributing Editor, RRSP Planning (RRSP) 1993-97 |
| Speaker, "Tax Issues Relating to Stock Options in the Context of Corporate Mergers, Acquisitions and Reorganizations" Latest Developments in Tax-Effective Executive Compensation Session, The Senior Executive's Congress, Toronto, November 15-16, 1999 |
| Chair, Pensions and Benefits in M&As Conference, Toronto, October 1, 1998 |
| Speaker, "Long-Term Cash-Based Incentives" Long-Term Incentives and Retirement Session, Tax-Effective Executive Compensation Conference, Toronto, December 9, 1997 |
| Speaker, "Negotiating Employment Contracts" Senior Executive Wealth Conference, Toronto, December 1990 |
| "Tax and Regulatory Environment May Favour Conversion of Defined Benefit Plans to Money Purchase Arrangements," in "1992 Pension Symposium" (1992) 4 Taxation of Executive Compensation and Retirement 627 |
| "New Locked-In Retirement Income Vehicles – An Overview" (1993) 1 RRSP 37 |
| "Interplan Transfers on Marriage Breakdown: Tax Considerations" (1996) 3 RRSP 197 |
| "Investments by Registered Plans in Insurance Contracts: New Rules" (1997) 4 RRSP 237 (co-authored with Elizabeth Boyd) |
| "Income Tax Issues in the Design and Operation of Long Term Incentive Plans" (1997) 9 TECR 57 (co-authored with Elizabeth Boyd) |
| "Tax Issues Relating to Stock Options in the Context of Corporate Mergers, Acquisitions and Reorganizations" (2000) 11 TECR 224 |
Biography
| Born 20 October 1958 |
| Educated Queen's University B.A. 1980, LL.B. 1983 |
| Partner, Blake, Cassels & Graydon LLP 1991– |
| Associate with present firm 1989-91 |
| Consultant, William M. Mercer Limited 1985-89 |
| Called to the Bar of Ontario 1983 |
| Member, Canadian Tax Foundation |
| Executive Member, Pension and Benefits Section, Canadian Bar Association-Ontario |
Practice Description
| Mr. Forgie practises principally in the areas of pension, employee benefits and executive compensation. He has extensive experience in advising public and private sector clients on pension and benefit matters relating to plan design and compliance, surplus and contribution holiday disputes, corporate reorganizations, mergers/acquisitions and insolvencies. Mr. Forgie also advises financial institutions on the development of new pension and employee benefit insurance, annuity and investment products. |
Address
| Blake, Cassels & Graydon LLP |
| 199 Bay Street, Suite 2800 |
| Box 25, Commerce Court West |
| Toronto, Ontario M5L 1A9 |
| Telephone: (416) 863-3888 |
| Telecopier: (416) 863-2653 |
| E-mail: jeremy.forgie@blakes.com |
| Web: www.blakes.ca |