Skip To Content
Jonathan Marin

Jonathan Marin

Associate, Pension & Benefits


Contact Information

jomarin@osler.com

tel: 416.862.5935

Office

Toronto

Areas of Expertise
Bar Admission

Ontario, 2011

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

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, as well as pension and benefit issues arising in corporate transactions generally, including acquisitions, divestitures, mergers and corporate reorganizations.  Jon joined the firm as a summer student in 2009, completed his articles with the firm in 2010–2011, and returned to the firm as an associate in 2011.

  • Law Society of Upper Canada
  • Ontario Bar Association (Pensions & Benefits Law Section Executive: Member-At-Large, 2015-2016)
  • Canadian Bar Association
  • Association of Canadian Pension Management
  • Canadian Pension & Benefits Institut

  • 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.
  • Chemtrade Logistics Income Fund in its $900 million acquisition of General Chemical Corporation.
  • Mitel Networks Corporation in connection with its acquisition of Aastra Technologies Ltd.
  • BTG plc on its $200 million acquisition of the Targeted Therapies business from Nordion.
  • Assistance and advice relating to the conversion to, and administration of, shared risk plans in the province of New Brunswick
  • 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.

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).

Events/Education

  • Panel Speaker, “Are your employees ready to manage their income in retirement?” DC Plan Decumulation, Benefits and Pensions Monitor Half Day Meeting, June 2015.
  • Speaker, Human Resources Professionals Association/Canadian Pensions & Benefits Institute Pension Certificate Course, “Emerging Pension Trends”, May 2015.
  • Speaker, “Indalex: What Impact has the Supreme Court of Canada’s Decision had on Pension Plans?”, Canadian Pensions & Benefits Institute National Webinar Series, May 6, 2014