Andrea Boctor

Andrea is Chair of Osler’s Pensions and Benefits group. Her practice specializes in all areas of pensions and benefits, with a focus on pension administration, fiduciary duty and governance, and issues arising in the context of bankruptcy and insolvency.

She also advises clients on a full range of pension investment issues from both a fund and manager perspective, as well as on executive compensation matters and pension issues that arise in the context of mergers and acquisitions and lending arrangements. Andrea is often sought out for her expertise by government, in litigation matters, and for second opinions.

Andrea speaks and writes extensively on pensions related issues. She is the co-editor of Pensions and Benefits Law in Ontario and the long-time former editor of Canadian Cases on Pensions and Benefits. Andrea has also been an adjunct professor at Queen’s University Law School and is often a guest lecturer at the University of Toronto and Osgoode Professional Development.


Representative Work

Latest Insights

  • Blog Dec 18, 2023

    ‘Material IT risk’ reporting requirement for Ontario pension plans goes live April 1, 2024

    Ontario's Financial Services Regulatory Authority (FSRA) finalizes its guidance on IT risk management for pension plan administrators and other r...

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    ‘Material IT risk’ reporting requirement for Ontario pension plans goes live April 1, 2024
  • Osler Update Aug 28, 2023

    Bill C-228: What secured parties need to know

    Bill C-228, known as the “Pension Protection Act” (the PPA) received Royal Assent in April 2023 and is now law.

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    Bill C-228: What secured parties need to know
  • Webinar May 9, 2023

    Osler’s Annual Pensions & Benefits Seminar – Managing IT & Cybersecurity Risk

    Join Osler’s Pension & Benefits Group virtually or in-person for our annual discussion on hot topics and recent developments facing Canadian pensi...

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    Osler’s Annual Pensions & Benefits Seminar – Managing IT & Cybersecurity Risk
  • Blog Feb 24, 2023

    Osler’s Andrea Boctor and Jon Wypych advised PRI on its Canadian Legal Framework for Impact

    On February 13, 2023 the Principles for Responsible Investment (PRI), in partnership with the United Nations Environment Programme Finance Initiative ...

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Awards and Recognition

  • Chambers Canada: Canada’s Leading Lawyers for Business: Recognized in Pensions and Benefits
  • Chambers Global: The World’s Leading Lawyers for Business: Recognized in Pensions and Benefits
    • “she provides excellent service – she really understands our needs and is very adaptable.”
  • The Canadian Legal Lexpert Directory: Recognized in Pensions & Employee Benefits – Employer as “Recommended”
  • The Legal 500 Canada: Recognized as a leading lawyer in Pensions and Benefits
  • The Best Lawyers in Canada: Recognized in Employee Benefits

Media Mentions

  • Osler News Jun 15, 2023

    Osler hosts UN PRI’s Canadian Legal Framework for Impact workshop for asset owners

    Supported by the United Nations, the PRI (Principles for Responsible Investment) is a pro bono client of the firm that helps its investor signatories ...

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  • Media Mentions Aug 13, 2021

    Court of Appeal decision highlights importance of clear pension communications — Benefits Canada

    After a negligent misrepresentation claim, a recent Saskatchewan Court of Appeal case highlights the importance of clear communications from pension a...

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  • Media Mentions May 11, 2021

    Federal budget promising relief for DC pension plan under, over contributions – Benefits Canada

    Federal budget promising relief for DC pension plan under, over contributions – Benefits Canada.

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  • Media Mentions Oct 27, 2020

    Supreme Court ruling in RCMP pension case may force plan design changes – Benefits Canada

    A recent article in Benefits Canada looks at a Supreme Court of Canada ruling that declared the Royal Canadian Mounted Police pension plan discriminat...

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Community Involvement

  • Member of the Osler Community Law Committee
  • Counsel to UNEP on world legal survey for Responsible Investing, Canada

Speaking and Writing

Speaking Engagements

speaker 09/5/2023
Osler’s Annual Pensions & Benefits Seminar – Managing IT & Cybersecurity Risk
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speaker 26/5/2022
Osler’s Annual Pensions & Benefits Seminar – Geo-Political Risk Management in a Changing World
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speaker 10/6/2021
Osler’s Annual Pensions & Benefits Seminar – Panel discussion on ESG considerations
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speaker 26/11/2020
Understanding Fraser v Canada. Impacts and Risks for Pension Administrators and Employers Across Canada
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Published Work

  • “C228 – Future of DB“, Northwind Professional Institute, 20th Annual Pension Fund Invitational Forum, Cambridge, Ontario, November 2023
  • “Bill C-228 – Pension Benefit Security and Banking Implications”, Canadian Institute of Actuaries, Pension and Investment Seminar, Toronto, Ontario, November 2023
  • “Insolvency and Restructuring Primer”, Osgoode Professional Development, The Osgoode Certificate in Pension Law, Toronto, Ontario, March 2023
  • “Canada Legal and Legislative Update”, 41st Annual ISCEBS Employee Benefits Symposium, Toronto, Ontario, August 2022
  • “Fireside Chat on Canadian Pension Risk Transfer Innovation”, Pension & Investments, Toronto, Ontario, June 2022
  • “Insolvency and Restructuring Primer and Pension Issues in Insolvencies and Restructuring”, Osgoode Professional Development, The Osgoode Certificate in Pension Law, Toronto, Ontario, March 2021
  • “Change is Coming: Climate Change Risk and Activism for Pension Fund Managers“, Northwind Professional Institute, 17th Annual Pension Fund Invitational Forum, Cambridge, Ontario, November 2021
  • “Are Pandemic Proof Pension Plans Possible?”, Northwind Professional Institute, 17th Annual Pension Fund Invitational Forum, Cambridge, Ontario, November 2020
  • “How Technology is Changing Participant Engagement: Missing Participants and Participant Communications”, International Pension & Employee Benefits Lawyers Association, 17th Biennial IPEBLA Conference, Lisbon, Portugal, May 2019
  • “Insolvency and Restructuring Primer”, Osgoode Professional Development, The Osgoode Certificate in Pension Law, Toronto, Ontario, March 2019
  • “When the Bottom Falls Out: Strategies to Protect Pensions on Employer Insolvency”, Lancaster House Publishing, Pensions Conference, Toronto, Ontario, November 2018
  • “Pensions 2018: Managing Risk Exposure”, Northwind Professional Institute, 15th Annual Pension Fund Invitational Forum, Cambridge, Ontario, November 2018
  • “Whose Claim is it Anyway?”, Estates, Trusts and Pensions Journal, vol. 37, no. 1, pg 108, Thomson Reuters, 2017
  • “Review of Stock Option Arrangements in Light of Tax Withholding Changes”, Business Beat, Ontario Bar Association, April 2011 (co-author)
  • “Canada Chapter”, Employee Share Plans: International Legal and Tax Issues, 2nd edition, Globe Law and Business, 2011 (co-author)
  • “Indalex – Do Hard Cases Make Bad Law?”, Annual Review of Insolvency Law, Thomson Reuters, 2011 (co-author)

Credentials

Education

  • Queen’s University, LL.B.
  • Queen’s University, B.Comm.

Languages

  • English

Professional Affiliations

  • Canadian Bar Association, Pensions and Benefits Section Government Relations committee
  • Ontario Bar Association, Pensions and Benefits Section Executive, Past Chair
  • Association of Canadian Pension Management, Federal Council, Past Chair
  • International Pension & Employee Benefits Lawyers Association