Jonathan Marin

Jon practices exclusively in the pensions and employee benefits law area where he provides advice on legal and regulatory issues affecting all aspects of provincially and federally regulated pension plans and other employee benefit plans. 

Jon deals with issues such as plan design, governance and administration, pension de-risking, plan wind ups, plan compliance, as well as pension and benefit issues arising in corporate transactions generally, including acquisitions, divestitures, mergers and corporate reorganizations. 

Jon has assisted on several conversions of registered pension plans from defined benefit to shared risk plans (a form of target benefit plan) in both the public and private sectors in the province in New Brunswick.  Jon also provides ongoing advice relating to the administration of shared risk plans.


Representative Work

  • Battery Ventures

    Battery Ventures in its $150 million acquisition of TrueContext Corporation

  • Trilogy

    Trilogy in its take-private of Indigo Books & Music

  • Recursion

    Recursion in its acquisition of Valence Discovery for US$47.5 million

  • Recursion

    Recursion in its acquisition of Cyclica for US$40 million

  • CNH Industrial

    CNH Industrial in its agreement to acquire Hemisphere GNSS for $175 million

  • TELUS International

    TELUS International in its US$1.225 billion acquisition of WillowTree

  • Canalyst

    Canalyst in its acquisition by Tegus

  • Verisk Analytics

    Verisk Analytics in its acquisition of Opta

  • Kinross Gold Corporation

    Kinross Gold Corporation in its US$1.4 billion acquisition of Great Bear Resources

  • Roadmunk

    Roadmunk in its acquisition by Tempo Software

  • TopBuild

    TopBuild in its $1 billion acquisition of Distribution International

  • Battle North Gold Corporation

    Battle North Gold Corporation in its acquisition by Evolution Mining Limited

  • Perpetua

    Perpetua in its US$52 million acquisition by Ascential

  • Drax Group plc

    Drax Group plc in its acquisition of Pinnacle Renewable Energy

  • Suncor Energy Inc.

    Suncor Energy Inc. in its takeover of day-to-day operations at Syncrude oil sands mining joint venture

  • The Board of Trustees of the WSIB Pension Plan Fund

    The Board of Trustees of the WSIB Pension Plan Fund in the conversion of WSIB’s defined benefit, single employer pension plan to a jointly sponsored pension plan

  • Morgan Stanley

    Morgan Stanley in its acquisition of Solium Capital for $1.1 billion

  • The Bank of Nova Scotia

    The Bank of Nova Scotia in the sale of its Caribbean banking operations to Republic Financial Holdings Limited

  • Deutsche Bank AG

    Algoma Steel Inc. and certain senior secured term lenders in Canada in Algoma’s acquisition of substantially all the assets of Essar Steel Algoma in connection to a restructuring under the CCAA

  • Scientific Games Corporation

    Scientific Games Corporation in its acquisition of Don Best Sports

  • Artech Information Systems, LLC

    Artech Information Systems, LLC in its acquisition of the Talent & Technology Solutions business unit ("TTS") of CDI Corporation

  • Corus Entertainment Inc.

    Corus Entertainment Inc. in the proposed sale of specialty channels to Bell Media Inc. for approximately $200 million

  • The Weidmüller Group

    The Weidmüller Group in its acquisition of the W Interconnections group companies

  • Stryker Corporation

    Stryker Corporation in its acquisition of NOVADAQ Technologies Inc.

  • Panavision Inc.

    Panavision Canada in connection with its syndicated ABL facilities led by Bank of America

  • Tim Hortons Inc. in its proposed $12.5 billion merger with Burger King, which will create a new global powerhouse restaurant company based in Canada.
  • Manulife Financial Corporation in its $4-billion acquisition of the Canadian-based operations of Standard Life plc. The deal combines Manulife, one of the largest insurance companies in the world, and Standard Life Canada, the country’s fifth-largest insurer.
  • Canadian counsel to JP Morgan Chase & Co. in the sale of its physical commodities business to Mercuria Energy Group Limited, a global energy and commodities trading company, for $3.5 billion.
  • Assistance and advice relating to the conversion to, and administration of, shared risk plans (a form of target benefit plan) in the province of New Brunswick
  • Ongoing advice to Canadian and international companies in connection with the implementation of de-risking strategies (including annuity purchases, soft freezes, hard freezes, conversions, terminations, lump sum payments, target benefit plans, etc.)
  • Ongoing advice to clients on pension plan administration, governance and compliance issues, including trust law and surplus issues, pension plan termination issues, family law issues and non-pension benefits

Latest Insights

  • 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...

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    Osler’s Annual Pensions & Benefits Seminar – Managing IT & Cybersecurity Risk
  • Webinar May 26, 2022

    Osler’s Annual Pensions & Benefits Seminar – Geo-Political Risk Management in a Changing World

    Join Osler’s Pension & Benefits Group for our annual discussion on hot topics and recent developments facing Canadian pension plan sponsors and...

    Read more
    Osler’s Annual Pensions & Benefits Seminar – Geo-Political Risk Management in a Changing World
  • Webinar Jun 10, 2021

    Osler’s Annual Pensions & Benefits Seminar – Panel discussion on ESG considerations

    Join Osler’s Pension & Benefits Group for our annual discussion on hot topics and recent developments facing Canadian pension plan sponsors and...

    Read more
    Osler’s Annual Pensions & Benefits Seminar – Panel discussion on ESG considerations
  • Blog Dec 17, 2020

    WSIB and OCEU complete first-ever SEPP to JSPP conversion in Canada

    With current market conditions and a low interest rate environment creating sustainability-related concerns for sponsors of defined benefit...

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    WSIB and OCEU complete first-ever SEPP to JSPP conversion in Canada
View all Insights

Awards and Recognition

  • Chambers Canada: Canada’s Leading Lawyers for Business: Recognized in Pensions & Benefits
  • Best Lawyers in Canada: Recognized in Employee Benefits Law
  • Legal 500: Recognized as a “Rising Star”

Media Mentions

  • Osler News Apr 22, 2021

    143 Osler lawyers recognized in the 2021 Canadian Lexpert Directory

    Osler is proud to announce that 143 of our lawyers have been recognized in the 2021 edition of The Canadian Lexpert Directory, including 12 newly...

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  • Media Mentions May 11, 2020

    Considerations for DC plan sponsors before suspending employer contributions – Canadian Investment Review

    The fact that the Canada Revenue Agency is waiving the minimum 1% employer contribution requirement for defined contribution (DC) pension plans until...

    Read more
  • Osler News Mar 1, 2020

    Osler welcomes 11 new partners, 1 new counsel

    Osler is proud to announce the addition of 11 new partners and one new counsel across three of our offices, effective March 1.

    Read more
  • Media Mentions Nov 1, 2019

    A look at how the legal landscape for DC pension plans is changing — Benefits Canada

    Member communication is a “key challenge” facing defined contribution (DC) plan sponsors in terms of their legal obligations to employees, Osler...

    Read more
View all

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
Read more
speaker 10/6/2021
Osler’s Annual Pensions & Benefits Seminar – Panel discussion on ESG considerations
Read more
speaker 27/9/2019
Benefits Canada 2019 Defined Constitution Investment Forum
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speaker 30/1/2019
Osler’s Annual Pensions & Benefits Seminar – Modernizing Pensions in Canada
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speaker 05/6/2018
Opportunities and Obligations – The Road Forward – Osler’s Annual Pensions & Benefits Seminar
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speaker 30/11/2016
Defined Contribution Pension Plans in an Evolving Retirement Landscape
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speaker 27/5/2016
Defined Contribution Pension Plans in an Evolving Retirement Landscape
Read more

Published Work

Publications

  • Regular contributor to the Osler Pensions & Benefits Law Blog (http://www.pensionsbenefitslaw.com)
  • “Decumulation – Increasing Plan Value And Ensuring Compliance With Best Practices”, Benefits and Pensions Monitor, Volume 24, Number 8 (December 2014) (co-authored)
  • “Heavy Duty: An emerging focus on the payout phase could mean a greater fiduciary role for DC plan sponsors”, Benefits Canada (July/August 2014) (co-authored)
  • “First Nation Pension Governance and Federal Funding Assistance”, Aboriginal Writes – CBA National Aboriginal Law Section Newsletter (September 2013)
  • “Private-Sector Pension Plans: Have Recent Pension Reforms Addressed the Needs of Plan Sponsors?” Canadian Labour & Employment Law Journal, Volume 17, Number 1 (2013) (co-authored).
  • “Understanding and Advising Clients on Pension Entitlements on Termination of Employment or Retirement”, Estates, Trusts & Pensions Journal, Volume 32, Number 3 (May 2013) (co-authored).
  • “How Documenting Keeps Clients Out of Legal Trouble”, Small Biz Advisor (February 28, 2013).
  • “Navigating the uncertainty of post-retirement benefit changes”, Canadian Corporate Counsel Association Magazine, Volume 6, Number 4 (Winter 2012).
  • “Withler May Make Challenges More Difficult”, Benefits and Pensions Monitor (May 2012) (co-authored).
  • “Developments in the Concept of a Pension Trust: A Case Comment on Burke v. Hudson’s Bay Co.”, Estates, Trusts & Pensions Journal, Volume 30, Number 2 (March 2011) (co-authored).
  • Quoted on the Pension & Investments website, “Canadian plans prepare to increase risk assets” By Rick Baert on January 8, 2018.


Credentials

Education

  • University of Western Ontario, J.D.
  • University of St. Andrews, M.Litt
  • Queen’s University, B.A. (Hons.)

Languages

  • English

Professional Affiliations

  • Law Society of Ontario
  • Ontario Bar Association (Pensions & Benefits Law Section Executive: Member-At-Large, 2015-2016)
  • Canadian Bar Association (Pension and Benefits Law Sector Executive, since 2017)
  • Association of Canadian Pension Management
  • Canadian Pension & Benefits Institute