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Advocacy Matters - Spring 2020

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ADVOCACY MATTERS<br />

The Advocates’ Society<br />

SPRING <strong>2020</strong>


CONTENTS<br />

04<br />

07<br />

14<br />

16<br />

18<br />

21<br />

29<br />

31<br />

34<br />

37<br />

Chair Chat<br />

Hilary Book, Book Law<br />

Covid-19 and <strong>Advocacy</strong><br />

Heather Meredith, Trevor Courtis, Christine Vanderschoot, and Lionel Tupman<br />

End Of Term Dinner TM <strong>2020</strong><br />

Tamara Ramsey, Dale & Lessmann LLP<br />

10+ Program Update<br />

Kathryn Bird, Hicks Morley Hamilton Stewart Storie LLP<br />

10+ Standing Committee Event Report<br />

Andrea Gonsalves, Stockwoods LLP<br />

Roundtable on Mentorship<br />

Compiled by Lionel Tupman, Tupman & Bloom LLP<br />

TAS Report - Toronto<br />

Sumeet (Sonu) Dhanju-Dhillon, Torkin Manes LLP<br />

COVID-19<br />

Yola S. Ventresca, Lerners LLP<br />

Quirky Case<br />

Tamara Ramsey, Dale & Lessmann LLP<br />

Journal Review: Then and Now<br />

Christine Vanderschoot, Vanderschoot Family Law<br />

Thank You to Editor Brent Arnold, Gowling WLG (Canada) LLP<br />

for his outstanding work and commitment to <strong>Advocacy</strong><br />

<strong>Matters</strong> this term. The pen now passes to our new Editor<br />

Tamara Ramsey, Dale & Lessmann LLP, who welcomes member<br />

contributions for our ‘pages’. #TASProud<br />

40<br />

Remote <strong>Advocacy</strong><br />

Brent J. Arnold, Gowling WLG (Canada) LLP<br />

Editor: Brent J. Arnold, Gowling WLG (Canada) LLP<br />

The opinions expressed by individual authors are their own and do not necessarily reflect the policies of The Advocates’ Society.<br />

3


What the TWEET is this?<br />

When you see this icon, throughout the publication,<br />

click on it to see what members are tweeting about.<br />

CHAIR CHAT<br />

Chair Chat<br />

Hilary Book, Book Law<br />

Friday, March 13 was the last time I attended<br />

court in person. By the afternoon of March<br />

16, my associate, my assistant and I had shifted<br />

to working full-time from home, although<br />

it wasn’t clear the extent to which we’d have<br />

any work to do. The courts were closed. Outof-court<br />

examinations were cancelled. Clients<br />

and opposing parties were dealing with their<br />

own challenges, trying to figure out how to<br />

manage and stay afloat.<br />

That first week was a tough one. In between<br />

reassuring staff and reaching out to clients, I<br />

spent way too much time on social media reading<br />

horrible stories about the rationing of ventilators<br />

in Italy and following dire statistics and predictions<br />

about what was going to happen here.<br />

I worried about my family, who live in Alberta,<br />

which now seems so far away. I worried about<br />

the marginalized and vulnerable – the homeless,<br />

those who struggle for food security, First Nations<br />

communities without clean drinking water or adequate<br />

housing, and more. I wondered when I,<br />

who live alone, would next be able to be within 2<br />

metres of another real live person.<br />

I figured my doctor friends and acquaintances<br />

would be busy at work that week, but their surgeries<br />

were being cancelled, their appointments<br />

postponed. Their hospitals were filling up with<br />

empty beds, preparing for the onslaught. I was<br />

worried about the future of my firm, but as I<br />

thought about the doctors and nurses and all of<br />

the front-line workers, and what they were getting<br />

prepared to do, I couldn’t help but wonder<br />

whether my firm, my work, my profession even<br />

mattered any more.<br />

It quickly became apparent that we do. Criminal<br />

lawyers got to work immediately trying to<br />

get bail for their clients so that they won’t be<br />

living in crowded prisons if and when COVID<br />

strikes. Employment lawyers did a year’s worth<br />

of CPD in a few days so that they could advise<br />

their clients on their rights and obligations in<br />

these uncertain times. Family lawyers helped<br />

clients navigate access and support issues.<br />

On April 6, TAS President Scott Maidment<br />

interviewed Chief Justice Morawetz in a virtual<br />

fireside chat. Nearly 1,200 of us tuned in to<br />

watch. Among many important messages, the<br />

Chief Justice reminded us that the courts are<br />

not, in fact, closed. They will never be closed.<br />

They are a branch of government, just like Parliament,<br />

and they will continue to function.<br />

We are not front-line workers. We have the<br />

privilege of doing our work while safely physical<br />

distancing. But even now, especially now,<br />

what we do still matters. Whether we are acting<br />

for an accused person or a terminated employee<br />

or an oppressed shareholder or yes, even<br />

a multibillion-dollar multinational corporation,<br />

we are helping to maintain our constitutional<br />

democracy and the rule of law.<br />

Ten weeks in, like everyone else, I’m still worried<br />

about a lot. We are only at the start of this,<br />

and there is so much about the future we can’t<br />

even begin to predict. I don’t know what life will<br />

look like in 6 months or one year or five years.<br />

But I am confident that the rule of law will still<br />

govern, the courts will still be open, and the Bar<br />

will still serve the public and the administration<br />

of justice. <strong>Advocacy</strong> <strong>Matters</strong>.<br />

This issue has some pieces from the “Before<br />

Times” (Sonu Dhanju-Dhillon report on the<br />

Mid-Career Women’s Social, Andrea Gonsalves<br />

reports on our Management for Litigators event<br />

in February) and the “COVID Times” (Brent Arnold,<br />

Heather Meredith, Christine Vanderschoot,<br />

and Lionel Tupman contribute articles on how<br />

the courts are continuing to function during<br />

COVID; 10+ Committee members contribute<br />

on how they’re working from home), and some<br />

pieces that are timeless (Tamara Ramsey’s latest<br />

Quirky Case, Christine Vanderschoot’s look back<br />

on David Stockwood’s 1997 article on civility, and<br />

Lionel Tupman’s Trailblazers Roundtable). Kudos<br />

to Tamara Ramsey and Brent Arnold, and<br />

the TAS staff, for keeping the presses running.<br />

My term as Chair of 10+ is up in June, so this<br />

will be my final Chair Chat. It’s been an eventful<br />

and exciting year, and a privilege to lead a committee<br />

with so many dedicated, creative and<br />

hard-working members. Yola Ventresca will<br />

take over as Chair in June, with Emily Lawrence<br />

as Vice-Chair and Chloe Snider as Secretary. I<br />

know they will do an excellent job of continuing<br />

to build 10+ and further engaging mid-career<br />

advocates, even in these troubled times.<br />

I’ll sign off with my new standard, be well and<br />

stay safe and healthy!<br />

4 5


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Call or email today for a consultation.<br />

800-340-3234 | info@korbitecinc.com<br />

www.xchangedocs.ca<br />

Documents on the move, safely.<br />

Practice on the<br />

Commercial and Estates<br />

List and in Family Law<br />

during COVID-19<br />

Heather Meredith, Trevor Courtis,<br />

Christine Vanderschoot, and Lionel Tupman<br />

What an unusual time to be a lawyer! We are witnessing monumental and<br />

arguably long-overdue changes to our profession and our practice before<br />

Ontario’s Courts.<br />

The <strong>Advocacy</strong> <strong>Matters</strong> editorial team thought it might be useful to our<br />

readers to provide some updates regarding the COVID-19 related changes<br />

to practice in three unique areas of advocacy. This article reviews changes<br />

to practice on the Commercial List, the Estates List, and in Family Law matters<br />

in Toronto.<br />

Practice and procedure in the era of COVID-19 is dynamic and fluid, however<br />

at the time of writing this article, here are some of the relevant things<br />

for counsel to consider when practising in the areas described herein.<br />

7


Commercial List Practice<br />

during COVID-19<br />

Heather Meredith & Trevor Courtis,<br />

McCarthy Tétrault LLP<br />

The Scenario - The teleconference motion started<br />

more than 8 hours before. A child giggles in<br />

the background. A dog barks. Everyone is reminded<br />

to please mute their phones. The judge<br />

interrupts counsel to apologize that his phone<br />

is running out of batteries – and notes he has<br />

already used the other phones in his house. He<br />

somehow finds a way to continue and, with patience<br />

and perseverance, all submissions are<br />

made and a receivership order is issued as requested.<br />

While not the most traditional of motions,<br />

motions like this one are both part of the<br />

new post-COVID normal and also a reflection of<br />

the finest traditions of the Commercial List.<br />

The Commercial List in Toronto has long<br />

been known for its hard-working and dedicated<br />

judges who seem to always find a way to<br />

have matters heard in “real time” as and when<br />

required. The stories of Justice Farley making<br />

himself available - issuing judgments handwritten<br />

on hotel paper or speaking to counsel from<br />

a phone booth on the road - are legendary. The<br />

judges who followed have consistently been responsive,<br />

generous with their time and creative<br />

in finding solutions. Consistent with that history,<br />

the Commercial List is now facing the challenge<br />

of COVID-19 shut-downs and restrictions<br />

in true Commercial List form - barely missing a<br />

beat in hearing and responding to the commercial<br />

cases before them.<br />

In mid-March <strong>2020</strong>, following the suspension<br />

of in-person services of courts in Ontario, the<br />

Commercial List announced that it would be restricted<br />

to hearing urgent matters. However, it<br />

also clarified that a broad array of cases would<br />

be considered urgent and heard by the Court,<br />

including insolvency staples such as CCAA and<br />

receivership applications, stay extensions and<br />

sale approvals. Shortly thereafter, on April 2,<br />

<strong>2020</strong>, the Commercial List resumed hearing<br />

non-urgent matters of 4 hours estimated duration<br />

or less, including select motions, applications,<br />

case management conferences and<br />

pre-trial conferences. The April 2, <strong>2020</strong> Notice<br />

to the Profession with further details can be<br />

found here: https://www.ontariocourts.ca/scj/<br />

notice-to-profession-to/#E_Commercial_and_<br />

Estate_List_<strong>Matters</strong>. As a result, at this point,<br />

many matters on the Commercial List are carrying<br />

on almost as usual – though with a number<br />

of process changes.<br />

Counsel are encouraged to review the Ontario<br />

Courts website for the latest process requirements;<br />

however, as of the time of writing this<br />

article, the following is a high-level summary of<br />

recommended processes on the Commercial List:<br />

Format for Hearings: Parties are encouraged<br />

to consider motions in writing for appropriate<br />

(uncontested) matters. For contested matters,<br />

the moving party has discretion to set up the<br />

hearing by either teleconference or videoconference.<br />

The moving party is required to set up the<br />

facility for the hearing and provide the details to<br />

the judge and the participants. Commercial List<br />

judges seem to increasingly prefer videoconference<br />

hearings, particularly through Zoom.<br />

Scheduling a hearing: In order to schedule<br />

a hearing, counsel are required to e-mail<br />

the Commercial List office at MAG.CSD.To.SC-<br />

JCom@ontario.ca, noting the matter, the purpose<br />

of the hearing, the supervising judge (if<br />

applicable), the date and amount of time requested<br />

and the proposed manner of hearing.<br />

The coordinator is not currently requiring<br />

counsel to submit hearing request forms. The<br />

coordinator will provide a date and time and<br />

request that counsel circulate a calendar invite<br />

to the supervising judge and the Commercial<br />

List office with the conference details.<br />

Filing materials: Materials are filed by e-mailing<br />

the judge and the Commercial List office<br />

along with proof of service. E-mails cannot exceed<br />

10 Mb. While filings can be submitted in<br />

multiple e-mails, the Court expects parties to<br />

make “every effort” to keep the total size of filed<br />

materials to 10 Mb. Parties should also consider<br />

sending large documents by way of secure<br />

file share rather than attachments. Facta must<br />

include hyperlinks to the cases cited and, accordingly,<br />

a brief of authorities is not necessary.<br />

Conduct of hearings: Counsel bringing the<br />

motion should canvass counsel prior to the<br />

start of the hearing and prepare a counsel slip<br />

to be submitted to the judge and the Commercial<br />

List office. At the outset of the hearing, the<br />

judge generally requests that each party be allowed<br />

to complete their submissions without<br />

interruption, that counsel speak slowly and<br />

clearly, and that all others have their lines on<br />

mute to limit background noise. We have found<br />

that teleconference hearings tend to run longer<br />

than they might have run in person as it is more<br />

difficult for the party making submissions to<br />

8 9


take cues from the judge and others. This is less<br />

of a problem with videoconference hearings,<br />

which are becoming increasingly prevalent as<br />

a result. We have found that videoconference<br />

hearings work very well and tend to result in<br />

increased efficiency without the need to travel<br />

to court and wait for the matter to be heard.<br />

Issuance of Orders: The draft order should<br />

be emailed to the judge separately. The judge<br />

will sign the order (if granted), write a handwritten<br />

endorsement, and scan both back to<br />

the moving party. To have the order issued and<br />

entered, it may be emailed to the manager of<br />

commercial/estates intake who will arrange for<br />

issuance and email it back.<br />

Counsel and the Court are each continuing to<br />

adapt to the unusual situation that we all face.<br />

While some things have not changed - counsel<br />

continues to be encouraged to exercise the<br />

“Three C’s” of the Commercial List: cooperation,<br />

communication, and common sense, and the<br />

judges are as creative, generous and responsive<br />

as ever – we have a new way of operating. It will<br />

be interesting to see whether some of the implemented<br />

changes will remain after the present<br />

crisis ends. In the meantime, aside from the occasional<br />

child crying, dog barking or phone running<br />

out of batteries, the Commercial List is, as<br />

always, getting things done – in real time.<br />

Family Law Practice<br />

during COVID-19<br />

Christine Vanderschoot,<br />

Vanderschoot Family Law<br />

The family law bar is comparatively small, not<br />

just in larger jurisdictions like the Greater Toronto<br />

Area where I practise, but in most communities<br />

where lawyers specialize their practice.<br />

We see each other often, whether in court, at<br />

mediation or settlement meetings, or through<br />

professional organizations.<br />

In the wake of COVID-19 and the restrictions<br />

that have followed, family courts have been restricted<br />

to hearing urgent matters. Now that<br />

family law lawyers are no longer able to meet in<br />

person or attend court, there have been some<br />

positive aspects to report, as well as some negatives<br />

we can learn from as we consider moving<br />

back to “normal” within the next several months.<br />

On the positive side, the family bar has exhibited<br />

a real commitment to clients. In particular,<br />

lawyers have been adept at both finding ways<br />

to serve clients’ urgent needs, and at banding<br />

together through organizations like The Advocates’<br />

Society to ensure that communication<br />

remains strong. I have seen many instances<br />

where one lawyer learned something about the<br />

new realities of practice during physical distancing,<br />

and quickly shared it with her colleagues.<br />

Despite the isolation, there has been a flurry<br />

of activity in our industry, from urgent court matters<br />

to Continuing Legal Education programs put<br />

together by various members of the bar. Conversations<br />

have been inclusive, and information<br />

has been shared in an unprecedented and truly<br />

inspiring manner. I hope that lawyers who have<br />

worked together during this difficult and uncertain<br />

time will continue to do so once the restrictions<br />

ease, and thus create a “new normal” in a<br />

changed profession.<br />

COVID-19 has brought some of the historical<br />

shortcomings of the profession to light as<br />

well. Namely, some have experienced difficulty<br />

transitioning from a largely paper environment<br />

to digital work. But there have been<br />

some advancements made, that may stay in<br />

place post-COVID-19. For example, prior to<br />

COVID-19, family law counsel were prohibited<br />

from serving each other by email without prior<br />

written permission, and Courts would not<br />

accept emailed materials for filing. Since the<br />

physical closure of the Courts, new practice<br />

procedures have come out that allow for these<br />

practices now.<br />

Necessity is the mother of invention during<br />

times of crisis, and while the courts are working<br />

out their new procedures, many lawyers<br />

have encouraged their clients to focus on alternative<br />

dispute resolution for both non-urgent<br />

and urgent matters. Parties have engaged<br />

in Zoom mediation or settlement meetings,<br />

rather than trying to argue that their matter is<br />

sufficiently “urgent” to be heard by the court<br />

during the pandemic.<br />

Patience is still required. Counsel, clients and<br />

the Courts may struggle to change methods<br />

that are long-ingrained, but the commitment<br />

to out-of-court resolution options has continued<br />

to grow in family law over the years, and<br />

now has received an exponential “boost” during<br />

the pandemic. I can only hope that these significant<br />

positive shifts will gain a foothold in a<br />

post-COVID-19 environment, but without lawyers’<br />

commitments to these positive changes<br />

we could see a roll back to the old way of doing<br />

things. That would be a missed opportunity.<br />

10 11


Estates List Practice<br />

during COVID-19<br />

Lionel Tupman, Tupman & Bloom LLP<br />

Estate, trust and power of attorney litigation<br />

matters are often urgent since the issues in<br />

dispute can involve the improper diversion of<br />

funds requiring injunctive relief, or more importantly,<br />

life and death disputes arising from personal<br />

care decisions. It is unsurprising, therefore,<br />

that practice on the Estates List of the<br />

Superior Court of Justice in Toronto has continued<br />

effectively, with cooperation from counsel<br />

and the Court, in the unusual time of COVID-19.<br />

The new reality for practitioners in estate and<br />

trust litigation on the Estates List is that, like our<br />

Commercial List colleagues, we must become<br />

familiar with Zoom or conference call utilities<br />

for court attendances including case conferences,<br />

cross-examinations, judicial settlement<br />

conferences, motions and in some instances,<br />

application hearings.<br />

Lawyers in the estate and trust bar have had<br />

numerous of these court attendances since the<br />

beginning of the COVID-19 isolation period, and<br />

in general, counsel appear to be positive about<br />

the experience of “virtual” courts. Court time<br />

has been more limited than before COVID-19,<br />

which is entirely understandable, and thus “urgent<br />

matters” are prioritized and hearing dates<br />

are readily available, while less urgent matters<br />

are not. Counsel should carefully consider<br />

whether the matter they are seeking to schedule<br />

is actually urgent or not; of course, this<br />

should have happened before COVID-19.<br />

The April 2, <strong>2020</strong> Notice to the Profession with<br />

further details referred to in the Commercial<br />

List portion of this article applies with equal<br />

force to the Estates List.<br />

As it relates to “virtual advocacy”, it is perhaps<br />

more important than ever that counsel refrain<br />

from improperly objecting or interfering in their<br />

colleagues’ submissions, and that strict rules of<br />

order on video-conference court appearances be<br />

followed. One can imagine the chaos which might<br />

ensue with multiple counsel speaking at the same<br />

time, and no ability for the Court to ascertain on<br />

whose behalf submissions were being made.<br />

Estate law in general has changed and revolutionized<br />

considerably in the wake of COVID-19,<br />

since the issuance of recent Orders in Council<br />

dealing with the virtual execution of wills and<br />

power of attorney documents. While the focus<br />

of this portion of the article is on advocacy on<br />

the Estates List, it is relevant for counsel to be<br />

apprised of the “solicitor-side” changes to the<br />

law which will become relevant as will, estate<br />

and power of attorney disputes continue to unfold.<br />

On April 22, <strong>2020</strong>, O. Reg. 129/20 under<br />

the Emergency Management and Civil Protection<br />

Act, R.S.O. 1990, c. E.9 was enacted, authorizing<br />

virtual execution of wills and powers of Attorney.<br />

In relevant part, this Regulation provides:<br />

Wills<br />

2. (1) A requirement under the Succession<br />

Law Reform Act that a testator or witnesses<br />

be present or in each other’s presence for the<br />

making or acknowledgment of a signature<br />

on a will or for the subscribing of a will<br />

may be satisfied by means of audio-visual<br />

communication technology provided that at<br />

least one person who is providing services as<br />

a witness is a licensee within the meaning of<br />

the Law Society Act at the time of the making,<br />

acknowledgment or subscribing.<br />

(2) If a will is executed with the assistance of<br />

audio-visual communication technology as authorized<br />

by subsection (1), the signatures or subscriptions<br />

required by the Succession Law Reform<br />

Act may be made by signing or subscribing<br />

complete, identical copies of the will in counterpart,<br />

which shall together constitute the will.<br />

(3) For the purposes of subsection (2), copies<br />

of a will are identical even if there are minor,<br />

non-substantive differences in format or layout<br />

between the copies.<br />

Powers of attorney<br />

3. (1) A requirement under the Substitute<br />

Decisions Act, 1992 that witnesses be present<br />

for the execution of a power of attorney<br />

may be satisfied by means of audio-visual<br />

communication technology provided that at<br />

least one person who is providing services as<br />

a witness is a licensee within the meaning of<br />

the Law Society Act at the time of the execution.<br />

(2) If a power of attorney is executed with<br />

the assistance of audio-visual communication<br />

technology as authorized by subsection (1), the<br />

signatures required by the Substitute Decisions<br />

Act, 1992 may be made by signing complete,<br />

identical copies of the power of attorney in<br />

counterpart, which shall together constitute<br />

the power of attorney.<br />

(3) For the purposes of subsection (2), copies<br />

of a power of attorney are identical even if<br />

there are minor, non-substantive differences in<br />

format or layout between the copies.<br />

Every day, estate and trust litigators confront<br />

the issues of validity of wills and powers<br />

of attorney. It is highly relevant, therefore, to<br />

consider these recent legislative responses to<br />

COVID-19 which may alter the positions parties<br />

choose to take in estate litigation, and indeed,<br />

the “urgency” with which matters may proceed<br />

on the Estates List.<br />

Overall, cooperation, communication and common<br />

sense (the aforementioned “3-C’s” of the<br />

Commercial List) have always been the standard<br />

expected of counsel practising on the Commercial<br />

and Estates Lists, and I think in general, COVID-19<br />

has demonstrated just how essential these principles<br />

truly are to the efficient and just resolution of<br />

complex matters on this specialized List.<br />

Conclusion<br />

The authors’ overall take is to be optimistic. In<br />

a time of unprecedented disruption of our daily<br />

routines as counsel, the bars in which we each<br />

practise appear, on balance, to be adapting to<br />

change and continuing to serve our clients in<br />

the manner expected of us in society. Where<br />

holes exist in the process available to us, collegiality<br />

(which might have been a fourth “C” of<br />

Commercial List practice) is useful in serving the<br />

interests of justice – and in my experience, this<br />

is the overwhelming trend in the COVID-19 era.<br />

It may seem premature to say this, as the pandemic<br />

is not yet over, but the authors hope the<br />

positive changes we have seen in the bar as a<br />

result of COVID-19, and the practical approach<br />

to practice and process, continues into the future<br />

and beyond the return to business as usual.<br />

Perhaps as a profession, we will exit this<br />

unusual time having learned some things and<br />

improved our practice and professionalism.<br />

12 13


END OF TERM DINNER TM <strong>2020</strong><br />

Step 1: Trim those bangs<br />

Step 2: Put Your Look Together<br />

#LawProm<strong>2020</strong>:<br />

what will you wear?<br />

Tamara Ramsey, Dale & Lessmann LLP<br />

For the End of Term Dinner <strong>2020</strong>, also known<br />

on social media as #LawProm<strong>2020</strong> and<br />

#EOTD<strong>2020</strong>, the question is not so much about<br />

what you will wear, but will you wear pants?<br />

While many members dust off and press their<br />

formal wear for this annual event, others<br />

sometimes indulge in a new outfit. For many<br />

brave litigators, the End of Term Dinner normally<br />

involves uncomfortable footwear and<br />

outfits that pinch or poke. Everyone looks fabulous<br />

and feels glamorous.<br />

This year will be different. The End of Term<br />

Dinner is going virtual. The Advocates’ Society<br />

has moved the formal program to webcast and<br />

the After-Party to Zoom. And, for the first time,<br />

mute all the members during the speeches and<br />

no line up at the bar!<br />

Though gowning is not required for electronic<br />

hearings, some formality is still required. Similarly,<br />

though heels and pants are not required for<br />

the End of Term Dinner, surely some formality<br />

will still be welcome. Members still need to dress<br />

for the event. Will you steam the top half of your<br />

tuxedo? Do you still remember how to tie a tie?<br />

Will you adorn yourself with extra bling? Will<br />

you pull that reliable knit dress out of the back<br />

of your closet? Share your tips and photos using<br />

the hashtags #LawProm<strong>2020</strong> or #EOTD<strong>2020</strong><br />

Step 3: Pose for your<br />

#LawProm Photo<br />

Step 4:<br />

Log on and enjoy the show<br />

Top tips for getting ready for EOT@Home<br />

from Past President Mike Eizenga<br />

End of Term <strong>2020</strong> | Thursday, June 11, <strong>2020</strong><br />

6:00 pm ET - 7:00 pm ET | (Virtual After-Party to follow)<br />

Via Webcast | Gala Wear Optional<br />

REGISTER FOR EOT@HOME<br />

LEARN MORE<br />

14 15


SECTION TITLE<br />

10+ PROGRAM UPDATE<br />

Management for Litigators<br />

Kathryn Bird,<br />

Hicks Morley Hamilton Stewart Storie LLP<br />

The third installment of The Litigator’s Guide To the Business of Law series was held virtually on<br />

May 6, <strong>2020</strong> to an audience of over 70 attendees. The focus of the session was managing the business<br />

side of the legal practice during the COVID-19 pandemic and I was pleased to provide insights<br />

and answer questions as a panelist along with Clarence Lui, Reain Lui Stock, Timothy Zimmerman,<br />

RSM Canada, and Hilary Book, Book Law.<br />

Clarence Lui provided the attendees with<br />

learnings he has taken from managing his law<br />

firm remotely, including the need to be flexible<br />

with staff, the importance of data and information<br />

security when working remotely,<br />

and the need to ensure connectivity between<br />

members of the firm.<br />

I reviewed various areas of employment law<br />

that are engaged as a result of the current<br />

remote work environment and the (hopefully)<br />

upcoming return to office environments,<br />

including the application of the Human Rights<br />

Code to remote work arrangements; awareness<br />

of the rise of discrimination and harassment<br />

targeted to persons of Asian descent, the<br />

differently-abled and senior citizens; and risks<br />

of constructive dismissal claims.<br />

Timothy Zimmerman reviewed the various<br />

government programs available to support<br />

law firms and their employees during this time,<br />

including wage subsidies, rent supports, and<br />

loans. Timothy explained the various eligibility<br />

requirements for these programs and how<br />

they might be accessed by law firms.<br />

Finally, Hilary Book reviewed the supports<br />

available from the Law Society of Ontario and<br />

LawPro to ensure that lawyers are complying<br />

with practice obligations during these exceptional<br />

times.<br />

The panelists received questions from the audience<br />

on a variety of issues, including eligibility<br />

for the Canadian Emergency Relief Benefit.<br />

It was a well-attended and informative session.<br />

We are looking forward to the next installment<br />

from the 10+ Committee.<br />

16 17


SECTION TITLE<br />

10+ STANDING COMMITTEE EVENT REPORT<br />

Report on The Litigator’s<br />

Guide to the Business of Law<br />

Andrea Gonsalves, Stockwoods LLP<br />

On February 12, <strong>2020</strong>, the 10+ Standing Committee presented the second installment in its series<br />

“The Litigator’s Guide to the Business of Law”. The event, which was hosted by Arbitration<br />

Place, focused on the perennial question for many mid-career litigators: to incorporate or not<br />

to incorporate? The panel also discussed various tax issues that arise for law firms of all sizes<br />

as well as sole practitioners.<br />

The panel was comprised of Deborah Templer of McCarthy Tétrault LLP, who offered the<br />

perspective of a partner at a large firm; Daniel<br />

Schwartz of Thornton Grout Finnigan LLP, who<br />

brought his perspective as a partner in a midsize<br />

firm; and Dal Deol, Senior Tax manager<br />

with KPMG Enterprise in Toronto, who shared<br />

his expertise in tax planning based on his frequent<br />

advice to lawyers. The panelists offered<br />

their views on the benefits and drawbacks for<br />

litigators of practising through professional corporations,<br />

including financial considerations,<br />

administrative requirements, set-up and recurring<br />

costs, and Law Society requirements.<br />

Those in attendance at the event learned that<br />

one of the potential advantages of incorporating<br />

is the Federal small business tax deduction. However,<br />

the benefits of that deduction depend to a<br />

large extent on the number of partners at the firm<br />

who practise through professional corporations.<br />

Dal Deol provided a useful handout to illustrate<br />

the potential tax savings of incorporating and the<br />

impact of the small business deduction under different<br />

scenarios.The discussion was lively, with<br />

attendees asking a number of questions.<br />

Setting up a professional corporation comes<br />

with a cost and isn’t necessarily the right decision<br />

for every lawyer. The main message was<br />

that incorporating can have benefits, but the<br />

extent of any benefits depends on a number of<br />

factors. Those who are considering incorporating<br />

should seek advice from an accountant to<br />

assess whether it is the right decision in their<br />

personal circumstances.<br />

There was plenty of opportunity before and<br />

after the panel for those who attended to mingle<br />

over drinks and delicious food. Thanks<br />

to Arbitration Place for sponsoring this event.<br />

Learn more about the May 6 installment in the<br />

series in this issue of <strong>Advocacy</strong> <strong>Matters</strong>.<br />

18 19


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A Culture of Mentorship:<br />

The Path of Trailblazers<br />

and the Future of<br />

our Profession<br />

Compiled by Lionel Tupman, Tupman & Bloom LLP<br />

with Emily Lawrence, Paliare Roland Rosenberg<br />

Rothstein LLP, Bahaa Sunallah, Department of<br />

Justice, Master Alexandre Kauffman,<br />

Superior Court of Justice, Shane D’Souza,<br />

McCarthy Tétrault LLP<br />

Despite the diverse backgrounds and experiences of the lawyers featured in this roundtable, the<br />

unifying thread is that mentorship is important to the legal profession. Each of the lawyers that I<br />

interviewed for this roundtable demonstrates the successful results that can be achieved in the<br />

growth and development of a lawyer who benefits from good mentorship.<br />

21


Emily Lawrence<br />

Emily Lawrence<br />

Practice and Accomplishments: Emily has a<br />

fascinating practice and has been active in The<br />

Advocates’ Society for a number of years. Emily<br />

started her career with Paliare Roland Rosenberg<br />

Rothstein LLP as summer student in 2004<br />

and joined the partnership in 2012. Emily is a<br />

self-described “generalist” and believes that being<br />

a generalist has given her opportunities for<br />

growth as a lawyer which she would not otherwise<br />

have enjoyed.<br />

Emily’s favourite file was the Trinity Western<br />

University case, on which Emily acted as pro bono<br />

counsel for The Advocates’ Society as intervener.<br />

Emily enjoyed engaging in broader discussions<br />

with all counsel for the many intervenors involved<br />

in this case. She remembers in particular<br />

the professionalism in interactions as between<br />

counsel during all stages of this matter.<br />

Emily considers her most rewarding professional<br />

accomplishment to be the publication of<br />

the 2018 Edition of Administrative Law in Practice:<br />

Principles and <strong>Advocacy</strong>, which Emily co-authored<br />

with Justice Lorne Sossin of the Superior<br />

Court of Justice (prior to his appointment in December,<br />

2018). Emily wrote this book over the<br />

span of a year, during vacations and weekends,<br />

and after her young children went to sleep. The<br />

experience was challenging and rewarding.<br />

Emily notes that Justice Sossin was a generous<br />

mentor and wonderful to work with.<br />

Challenges: Emily had to overcome unique challenges<br />

to get to where she is. For periods of her<br />

childhood, Emily’s family lived at or near the poverty<br />

line. Emily did not have any lawyers or professionals<br />

in her family growing up, although her<br />

father became a doctor later in life. Emily entered<br />

law school with little experience with professional<br />

environments. Emily’s firm has a number of<br />

first-generation lawyers, and she encountered a<br />

supportive and educational environment, mostly<br />

as a result of role modeling and lots of client<br />

contact with other lawyers whom she was able<br />

to observe. Emily learned to be the professional<br />

she is by watching other lawyers.<br />

Mentors and Mentoring: Emily said that it was<br />

very hard to choose a “greatest mentor” among<br />

the partners at her firm, especially her women<br />

partner role models, and other lawyers outside<br />

her firm. Linda Rothstein and Megan Shortreed<br />

were exceptional mentors to Emily during her<br />

early years of practice. They identified Emily’s<br />

interest in professional regulation, and Linda<br />

mentored her during several long cases. Emily<br />

also values Linda’s advice on navigating work<br />

and parenting commitments. In recent years,<br />

Robert Centa, Paliare Roland’s current managing<br />

partner, has mentored Emily both as an advocate<br />

and in her leadership role running the<br />

student program.<br />

Emily describes mentorship as a “necessity”.<br />

She believes that she would not have been able<br />

to achieve what she has, or indeed, even become<br />

a lawyer without support and guidance<br />

of people from inside and outside of her firm.<br />

Emily believes that the hardest part of lawyering<br />

is developing good judgment; having good<br />

mentors allows one to develop good judgment.<br />

As she notes: “Mentorship is what gets people<br />

through the day and what gets people through<br />

life in the profession.”<br />

Bahaa Sunallah<br />

Practice & Accomplishments: Bahaa was called<br />

to the bar in February 2000. He currently practices<br />

as a lawyer with the Department of Justice.<br />

Bahaa always wanted to be involved in legal education,<br />

and so approximately 2 years into his<br />

practice, Bahaa started teaching at Algonquin<br />

College’s law clerk program. He continued to<br />

Bahaa Sunallah<br />

develop as a teacher and went on to teach constitutional<br />

law and equality rights at Carleton<br />

University and, most recently, at the University<br />

of Ottawa Faculty of Law.<br />

Bahaa does not consider himself a trailblazer,<br />

but he recalls his innovation in 2007 when he<br />

started teaching law through video/television<br />

media to his students at Carleton. Bahaa took<br />

particular pride in this innovation because it<br />

allowed his young son (who was 1 at the time)<br />

to see him on a TV screen was the fun of it all<br />

“…just looking at his eyes watching me in two<br />

places at the same time, behind and in front of<br />

the screen.” As his children grew, he hoped this<br />

would instill in them the value and importance<br />

of schooling and higher education. Teaching and<br />

practising as a lawyer with the DOJ kept Bahaa<br />

busy and he recalls that his schedule required<br />

him to practice all day; prepare for teaching<br />

during free moments on Saturdays, Sundays,<br />

Mondays and Tuesdays; and teach on Wednesdays<br />

and Thursdays. Recently, Bahaa won an<br />

22 23


in and they gave me a chance”.<br />

Master Alexandre Kaufman<br />

Shane D’Souza<br />

Challenges: Discussing challenges he faced<br />

in obtaining his success, Master Kaufman remarked<br />

“[t]he practice of law requires you to<br />

dedicate yourself to it if you want to be good. It<br />

is a calling. You can aim to excel, or you can be<br />

mediocre. The challenge is to do that and balance<br />

life with children. It is a very demanding,<br />

very stressful job. Raising a family and being a<br />

good father and husband is a constant balance<br />

while attempting to develop your career.”<br />

excellence in teaching award for his work as a<br />

part-time professor at the University of Ottawa<br />

Faculty of Law. Bahaa attributes and dedicates<br />

his success to his spouse and children.<br />

Challenges: When Bahaa was called to the bar,<br />

he had a hard time initially finding work as an<br />

associate. Ultimately, he opened a practice as a<br />

sole practitioner. He recalls how difficult it was,<br />

at first, for him to find work, but building upon<br />

the skills he developed at the legal aid clinic as<br />

an articling student, Bahaa continued to practise<br />

human rights, poverty and administrative<br />

law. Bahaa took on cases for people who simply<br />

could not afford to hire a lawyer elsewhere.<br />

Mentors and Mentoring: Bahaa believes mentorship<br />

is essential. He comments that he has<br />

been made better as a professional by other<br />

people around him – whether in his capacity<br />

as a teacher or as a DOJ lawyer. Bahaa states,<br />

“people have paid it forward with me, and I do<br />

the same to others”.<br />

Around 2 years into practice, Bahaa discussed<br />

the role of a DOJ lawyer with friends and decided<br />

he was interested in learning more. However,<br />

Bahaa did not know any DOJ lawyers with<br />

whom he could speak, so he started “cold-calling”<br />

lawyers at the DOJ to inquire about their<br />

work and any potential job openings.<br />

Everyone who answered the phone was very<br />

helpful to Bahaa and offered him information<br />

about a career with the DOJ. Ultimately, one of<br />

the phone calls he placed turned into a job offer.<br />

As Bahaa puts it, “someone gave [him] a<br />

chance”. Bahaa says that has continued to happen<br />

throughout his career: people give him “a<br />

chance”, and he always seizes the opportunity.<br />

Bahaa’s dedication to teaching and mentoring<br />

is attributable to his passion for, as he puts it,<br />

“paying it forward”. Bahaa is a strong believer<br />

in mentorship, particularly because he has benefitted<br />

from it personally and has seen, firsthand,<br />

the importance of mentorship to the profession.<br />

He has helped people because he has<br />

been helped all along.<br />

Master Kaufman<br />

Practice & Accomplishments: Master Alexandre<br />

Kaufman was appointed to the bench as a<br />

Case Management Master in December 2018,<br />

and currently sits on the Superior Court of Justice<br />

in Ottawa.<br />

Prior to his appointment, Master Kaufman enjoyed<br />

an interesting career in practice as a prosecutor<br />

and civil litigator for the DOJ. He taught<br />

trial advocacy for a year at the University of Ottawa<br />

Faculty of Law and he taught Civil Procedure<br />

for a number of years as an instructor at<br />

Algonquin College in the paralegal program.<br />

Master Kaufman’s move from civil litigation to<br />

criminal prosecution was, he advises, a steep<br />

learning curve. However, as he says, “I jumped<br />

Mentors & Mentoring: Master Kaufman notes<br />

he was lucky to have a few people in his career<br />

to take the time and interest in him to contribute<br />

to his knowledge, and teach him to care<br />

about credibility, advocacy and ethics. He recalls,<br />

for example, two lawyers who were directors<br />

of the civil litigation section of the DOJ. In<br />

particular, Master Kaufman worked very closely<br />

for a number of years with a senior lawyer who<br />

came to the DOJ by executive interchange from<br />

Ogilvy Renault LLP. Master Kaufman received<br />

mentorship from him on advocacy, how to pursue<br />

it vigorously and not lose credibility, how to<br />

be a compelling advocate, and how to effectively<br />

manage his time.<br />

Master Kaufman highlighted the importance<br />

of “active menteeship” – in other words, asking<br />

for help as a mentee if you need it, and taking<br />

criticism and learning from it. In any circumstance<br />

in this profession, Master Kaufman views<br />

mentorship as essential to success.<br />

Shane D’Souza<br />

Practice & Accomplishments: Shane D’Souza<br />

has practiced at McCarthy Tetrault LLP since his<br />

call to the bar in 2010. He primarily practises<br />

in the areas of securities litigation, shareholder<br />

disputes, wealth litigation and internal investigations,<br />

although he has also done consider-<br />

24 25


no lawyers and no one in Ontario. He had no<br />

social or professional network whatsoever, and<br />

consequently he had to work extremely hard to<br />

develop himself personally and professionally.<br />

able trial work in medical malpractice and professional<br />

regulation prosecutions.<br />

Shane was born and raised in Pakistan. He<br />

came to Canada as a third-year international<br />

undergraduate student.<br />

Challenges: Shane’s struggles and challenges<br />

in becoming a lawyer and achieving his current<br />

success were significant. To begin with, he knew<br />

Mentors & Mentoring: Shane credits his success<br />

at McCarthy’s in his early days to his finding<br />

an excellent mentor: Eric Block took an early<br />

interest in Shane and mentored him. He continued<br />

to mentor Shane over the years, and assisted<br />

him in developing skills in the practice of law<br />

including developing his professional network.<br />

Shane told me, “imagine someone without<br />

connections, amongst 27 other very qualified<br />

students, some of whom knew people at the<br />

firm already, and had professional or personal<br />

connections in the legal industry. It feels<br />

like you’re starting from behind. You really<br />

need someone to say, ‘you belong here, you<br />

fit in.’ This is what Eric and others at my firm<br />

did for me.”<br />

Shane observes: “Mentorship is arguably the<br />

most important component to building a career<br />

in law. Law school equips you with some important<br />

but pretty basic tools. Mentors help you<br />

apply those tools, and acquire and master new<br />

tools, to solve complex problems. Mentors also<br />

provide direct, timely and constructive criticism.<br />

McCarthy’s has a culture of ongoing informal<br />

and formal feedback, which was important to<br />

me since I got to adjust real-time.”<br />

The Common Thread<br />

Law is a difficult career, to be sure, perhaps<br />

as much due to the interpersonal and personal<br />

pressures, including time management<br />

and work-life balance, as the technical<br />

challenges of practice. The common thread<br />

which runs throughout the stories of interviewees<br />

is that each lawyer has benefitted<br />

from mentorship, and they all wish to “pay<br />

it forward”. A culture of mentorship is, undoubtedly,<br />

something this profession should<br />

aim to achieve. In this way, whether mentor<br />

or mentee, we will all benefit.<br />

Small screen<br />

BIG ADVOCACY<br />

Class Actions <strong>Advocacy</strong><br />

Tuesday, June 9, <strong>2020</strong> | 9:00 am - 12:00 pm ET | Webcast<br />

Hear from top class action practitioners about trends and<br />

strategies for bringing and defending a class action.<br />

Topics Include:<br />

• Lightning Round: The Year in Review<br />

• The View From Here: A Primer on Class Actions in America<br />

• Fireside Chat with a Class Actions Judge<br />

• Access to Justice? Comparative Class Action Litigation<br />

• Multi-jurisdictional Class Actions<br />

Program Chairs:<br />

Laura K. Fric, Osler, Hoskin & Harcourt LLP<br />

Margaret L. Waddell, Waddell Phillips PC<br />

You were born to advocate so don’t stop<br />

honing your craft just because you can’t<br />

be in the courtroom.<br />

Register<br />

For more information, including a full list<br />

of faculty and accreditation information,<br />

click here.<br />

26 27


@HomeAdvocate<br />

@HomeAdvocate is here to provide you - our members - with regular updates<br />

on what is happening at TAS and in our profession while we navigate the<br />

‘new normal’ and work to enhance and promote two noble characteristics of<br />

our profession - communication and collegiality. Stay tuned. Stay safe.<br />

Past Issues:<br />

May 11, <strong>2020</strong> @HomeAdvocate<br />

May 4, <strong>2020</strong> @HomeAdvocate<br />

TAS REPORT - TORONTO<br />

Report on Mid-Career<br />

Women’s Social<br />

Sumeet (Sonu) Dhanju-Dhillon, Torkin Manes LLP<br />

April 27, <strong>2020</strong> @HomeAdvocate<br />

April 20, <strong>2020</strong> @HomeAdvocate<br />

April 13, <strong>2020</strong> @HomeAdvocate<br />

www.advocates.ca<br />

The 10+ Committee hosted its second successful Mid-Career Women’s Social on March 3, <strong>2020</strong>.<br />

More than 70 women came together in a beautiful space at Leña to build relationships and share<br />

experiences over drinks and delicious food.<br />

The event provided an opportunity for the Society’s mid-career female litigators to come<br />

together to network, discuss the unique challenges they face and share creative solutions to<br />

many of those challenges. It was also a great opportunity to grow relationships and learn from<br />

one another’s collective experiences.<br />

Until next year’s event, we can daydream about how nice it would be to be in a room together<br />

with such lovely company! Thank you to our sponsors PwC, ZSA Legal Recruitment and<br />

Vanderschoot Family Law.<br />

28 29


Small screen<br />

BIG ADVOCACY<br />

Privilege: A Litigator’s Guide<br />

Tuesday, June 16, <strong>2020</strong> | 1:00 pm - 4:30 pm ET | Webcast<br />

All litigators must be well-versed in how to protect privilege<br />

for their clients and how to challenge questionable claims<br />

of privilege by opposing parties.<br />

Topics Include:<br />

• Types of Privilege<br />

• Waiver of Privilege<br />

• Privilege Updates and Hot Topics<br />

• Privilege and Technology<br />

• Dealing with Inadvertent Disclosure<br />

• When and How to Challenge Privilege<br />

Program Chairs:<br />

Dominique T. Hussey, Bennett Jones LLP<br />

Megan E. Shortreed,<br />

Paliare Roland Rosenberg Rothstein LLP<br />

SECTION COVID-19TITLE<br />

In this Together?<br />

Not Really.<br />

Yola S. Ventresca, Lerners LLP<br />

You were born to advocate so don’t stop<br />

honing your craft just because you can’t<br />

be in the courtroom.<br />

Register<br />

For more information, including a full list<br />

of faculty and accreditation information,<br />

click here.<br />

In social media spheres and in the declarations of politicians and public health officials, the rallying<br />

cry for confronting the global pandemic caused by COVID-19 conveys a deceptively simple and<br />

rosy message: we’re all #InThisTogether.<br />

Except that we’re not; not really. Women from a wide range of socio-economic and cultural backgrounds<br />

disproportionately are bearing the brunt of this utterly unprecedented and truly historic<br />

pandemic that has brought about a social and economic lockdown never before seen.<br />

And for all the saccharine talk of social solidarity in the era of social distancing, the fact is that,<br />

30 31


as Katherine Scott of the Canadian Centre for<br />

Policy Alternatives puts it, COVID-19 “is not an<br />

equal-opportunity pandemic.” This is especially<br />

true for women-at-risk and for women from<br />

low-resourced or racialized backgrounds.<br />

Even before the COVID crisis, women on average<br />

did four hours of unpaid work at home<br />

– laundry, groceries, childcare – for every 2.5<br />

hours done by men. The pressures and expectations<br />

of staying at home while also working<br />

from home in the COVID era have introduced<br />

new and unforeseen stressors into the lives of<br />

working women. Pressures to home-school,<br />

for instance, and increased demands for daily<br />

cooking and cleaning. Such stressors are exacerbated<br />

by the collapse of the usual support<br />

systems – schooling, day care, extended<br />

family childcare help – that made professional<br />

work outside the home feasible for many in<br />

the first place.<br />

I have heard from many female lawyers from<br />

families where both partners are now expected<br />

to work productively and efficiently from home<br />

that the equitable distribution of domestic responsibilities<br />

– to the extent that it ever existed<br />

– is falling into serious disequilibrium. In heterosexual<br />

relationships where the male partner<br />

earns more or works in a sector of the economy<br />

that requires more frequent and longer conference<br />

calls, for instance, women may find themselves<br />

scurrying to keep kids occupied and quiet.<br />

Again, all without the usual support systems or<br />

outlets – outdoor sports and playdates, for instance<br />

– that normally make it possible for us to<br />

work effectively and to our own high standards.<br />

Keeping the pace has meant boundary-less days,<br />

with women squeezing work in anytime that it is<br />

feasible – be it in the early hours of the morning,<br />

late at night or on weekends.<br />

Any sense of “work-life balance” has been<br />

obliterated by the double demand to stay at<br />

home and also to work from home, as if everything<br />

were normal.<br />

Little wonder then that the situation is exacting<br />

a serious if underreported mental health crisis<br />

among working women in various sectors.<br />

Women generally have high standards for<br />

themselves and may find it hard to back away<br />

from household responsibilities, especially in the<br />

area of childcare. These unattainable standards<br />

are the result of inequitable societal norms and<br />

pressures that unfairly place the emotional and<br />

material labour of the family squarely on the<br />

shoulders of women. What then, from a practical<br />

perspective, is to be done?<br />

I have no concrete solutions to offer. To the<br />

extent possible, take time for self-care routines.<br />

Keep to a daily routine; reclaim time and space<br />

in your home for quiet, solitary reflection; try<br />

to rest; try to pay attention to a healthy diet<br />

and regular exercise. Practise saying no to demands<br />

at work or at home that add undue and<br />

untenable pressures. These are not easy solutions<br />

and not feasible for everyone. They are,<br />

however, a starting point for discussion. For<br />

my part, I have tried to let go of the pressure<br />

of homeschooling. There is more screen time.<br />

There are more movies. There is unstructured<br />

play. I’m trying hard to put aside the unrealistic<br />

standards to which I usually hold myself with<br />

respect to household labour.<br />

I want to end with an important note for<br />

women in leadership positions. Be an advocate,<br />

a voice, for your junior colleagues and<br />

peers. Acknowledge openly the anxieties and<br />

pressures of the current moment – and do so<br />

on behalf of your team. In the months and<br />

years to come we as a profession are going<br />

to need a sustained and serious discussion<br />

about what the COVID crisis means for women<br />

on partnership track, for women whose<br />

billable hours and earnings are going to be<br />

disproportionately impacted by this historic<br />

pandemic. These will not be easy conversations<br />

and there are no simple solutions. Right<br />

now, however, there is something you can do<br />

- make it okay to say that we’re not okay, that<br />

not all is well. And be there to listen.<br />

32 33


QUIRKY SECTION CASE TITLE<br />

Quirky Case, The Revenge<br />

of the Comma: Austin v. Bell<br />

Canada, <strong>2020</strong> ONCA 142<br />

Tamara Ramsey, Dale & Lessmann LLP<br />

This column features a case that is interesting because of its quirkiness. This can include unusual<br />

facts, a novel legal issue, or something else that makes it quirky.<br />

In a recent issue, I wrote about the million-dollar comma in Austin v. Bell Canada, 2019 ONSC<br />

4757. The comma was, in fact, worth over $10 million in the first year and, over the long-term, over<br />

$100 million. In a decision that focussed not just on the comma, but on fundamental principles<br />

of contract interpretation, the Ontario Court of Appeal allowed an appeal regarding the indexing<br />

provisions of a Bell Canada pension plan.<br />

The interpretation of the provision<br />

at issue starts with the<br />

language (and punctuation)<br />

in s. 1.29 of the pension plan,<br />

which provides that “‘Pension<br />

Index’ means the annual percentage<br />

increase of the Consumer<br />

Price Index, as determined<br />

by statistics Canada,<br />

during the period from…” The<br />

ONCA agreed that, on its face,<br />

s. 1.29 states that both the annual<br />

percentage increase and<br />

the Consumer Price Index are<br />

to be determined by Statistics<br />

Canada. This plain meaning is<br />

supported by the “series qualifying<br />

rule”, which, as a reminder,<br />

provides that where there<br />

is a comma at the end of a sequence<br />

of items, a phrase that<br />

follows that comma will modify<br />

all items in the list.<br />

The analysis by the ONCA did<br />

not stop with the plain meaning<br />

of s.1.29 and continued to the<br />

next stage: reading s. 1.29 in<br />

the context of the pension plan<br />

as a whole. Though the ONCA<br />

agreed that a pension scheme<br />

should be interpreted as a<br />

whole and that the meaning of<br />

a particular clause should be<br />

considered in conjunction with<br />

other relevant clauses, it held<br />

that the motion judge made<br />

a palpable or overriding error<br />

or an extricable error of law in<br />

holding that the plain meaning<br />

of s. 1.29 would render another<br />

section “meaningless” or<br />

“partly meaningless”.<br />

First, the motion judge’s conclusion<br />

ignored some uncontradicted<br />

evidence that gave<br />

meaning to one of the subsections<br />

in the section in question.<br />

The failure to apply the<br />

evidence to the interpretation<br />

of the pension plan was a palpable<br />

and overriding error of<br />

fact. The error was plain to see<br />

and therefore palpable and<br />

overriding because it determined<br />

the result.<br />

Second, the motion judge<br />

made an extricable error in law<br />

in concluding that the section<br />

in question would be rendered<br />

“partly meaningless”. The ONCA<br />

held that it is not apparent what<br />

“partly meaningless” means. A<br />

contractual provision either has<br />

meaning or it does not.<br />

Alternatively, the ONCA held<br />

that the motion judge made an<br />

extricable error of law by failing<br />

to consider the contra proferentem<br />

rule upon finding the<br />

wording of the pension plan to<br />

be “awkward”. Since the plan<br />

was drafted by Bell without<br />

meaningful participation by the<br />

pensioners, the contra proferentem<br />

rule would have resolved<br />

ambiguities in the pension documents<br />

in favour of the pensioners.<br />

Though the plan was<br />

not ambiguous, the trial judge’s<br />

finding that the plan was “awkward”<br />

was a short step to finding<br />

the wording ambiguous<br />

such that the judge should have<br />

taken that step and applied the<br />

contra proferentum doctrine.<br />

Failure to do so represented an<br />

extricable error of law.<br />

34 35


The Alberta Excellence in Mentoring Award<br />

Congratulations to Oliver Ho, Jensen Shawa Solomon Duguid Hawkes LLP. The<br />

Alberta Excellence in Mentoring Award is presented to an advocate who<br />

shows commitment to mentoring young advocates in Alberta.<br />

The Douglas K. Laidlaw Medal for Excellence in <strong>Advocacy</strong><br />

Congratulations to Sarit E. Batner, McCarthy Tétrault LLP. The Douglas K. Laidlaw<br />

Medal for Excellence in <strong>Advocacy</strong> is awarded for excellence in advocacy to<br />

an advocate in his or her middle years of practice.<br />

The Eric Hoaken Excellence in Mentoring Award<br />

Congratulations to Ranjan K. Agarwal, Bennett Jones LLP. The Eric Hoaken<br />

Excellence in Mentoring Award honours advocates who have shown<br />

outstanding commitment to and excellence in mentoring other advocates.<br />

The John P. Nelligan Award for Excellence in <strong>Advocacy</strong><br />

Congratulations to Richard G. Dearden, Gowling WLG (Canada) LLP. The<br />

John P. Nelligan Award for Excellence in <strong>Advocacy</strong> is presented to an<br />

advocate who exemplifies excellence in advocacy in Ottawa.<br />

JOURNAL REVIEW: THEN AND NOW<br />

Looking Back:<br />

The State of Professionalism<br />

Today v. David Stockwood’s<br />

View in 1997<br />

Christine Vanderschoot, Vanderschoot Family Law<br />

The Advocates’ Society Award for Excellence in Teaching<br />

Congratulations to Brian Grant, Brian Grant Mediation. The Advocates’ Society<br />

Award for Excellence in Teaching honours those who have made an<br />

outstanding contribution in the classroom and to the profession.<br />

Members of The Advocates’ Society are, and always have been, leaders in their profession – both inside<br />

and outside the courtroom. Our awards recognize the very best.<br />

In the 1997 Autumn Issue of The Advocates Society Journal, David Stockwood wrote about the<br />

decline of professionalism as he saw it. He shares that he was inspired by reading of Alan Lenczner’s<br />

experiences when appearing in the English Court of Appeal. Lenczner reported what appears to<br />

Stockwood as a higher level of professionalism. This comparison, while based upon one counsel’s<br />

personal experience and reporting, triggered something in Stockwood that we can likely all relate<br />

to in our own practice some 23 years later. Is professionalism still on the decline, or have positive<br />

strides been made since Stockwood’s article?<br />

To learn more about our awards, click here.<br />

36 37


Answering that question is difficult and highly<br />

subjective, as it will be based for the most part<br />

on our individual experience. But there seem to<br />

be common threads running through the writings<br />

of judges and lawyers alike informing us<br />

that we still have room to improve civility within<br />

the profession. Negative trends have developed,<br />

unfortunately, and bad habits as well as<br />

insufficient or improper mentoring can contribute<br />

to a decline in professionalism being passed<br />

from senior to junior counsel ad infinitum.<br />

As Stockwood points out, “If someone writes<br />

to you saying that they are ‘outraged’ by your<br />

behaviour, it is not necessary to write back<br />

saying that you are outraged by their outrage.”<br />

We have all encountered this type of invective<br />

writing on files, and, at least speaking for myself<br />

in my more junior days of practice, I did<br />

not know how to respond and sought advice<br />

from senior counsel. Looking back, I see that<br />

just like Stockwood who was mentored by John<br />

Robinette and Charles Dubin, I was fortunate<br />

to have the sage advice of first Anita Kain and<br />

then Kelly Jordan, both pillars of restraint and<br />

skilled mentors (I hope they, in turn, believe I<br />

was a good mentee).<br />

Stockwood notes that “[l]itigation has always<br />

been a stressful profession…” but that “[i]t is<br />

ironic that this stress leads to acrimonious relationships<br />

between counsel, which in turn adds<br />

to the stress of the practice.” This is an accepted<br />

truth; every now and then our continuing legal<br />

education programs will include a refresher<br />

on essentially how to behave toward our colleagues,<br />

and I do not believe I have ever seen<br />

a judge’s “Top 10” comments on what they like/<br />

dislike in a courtroom that has not mentioned<br />

their annoyance at counsel who showboat,<br />

bicker, continuously interrupt or otherwise display<br />

a lack of professionalism during a hearing.<br />

The Advocates’ Society’s Principles of Civility for<br />

Advocates sets out detailed guidance for proper<br />

behaviour by counsel and calls on lawyers<br />

to “always be courteous and civil” to one another.<br />

The Law Society of Ontario’s Rules of<br />

Professional Conduct are clear that counsel<br />

must not “over-identify” with their clients, potentially<br />

leading to overly aggressive behaviour<br />

or incivility. In extreme cases, this can lead to<br />

sanctions against the lawyer for their unprofessional<br />

conduct. In family law cases, many of<br />

the issues can be emotionally charged. In the<br />

LSUC v. Ludmer case, one of the counsel was<br />

accused of unacceptably aggressive behaviour<br />

due to over-identifying with the client. The presiding<br />

adjudicator put it this way: “The issues<br />

can lead clients and lawyers to feel passionately,<br />

particularly when we have our own histories.<br />

However, clients will not be well served if<br />

lawyers cannot work together…We must separate<br />

clients’ views from those of lawyers…”<br />

Another recent case of note is Groia v. Law<br />

Society of Upper Canada. This case resonated<br />

throughout the legal profession. We all likely<br />

recall that during a complex trial, the prosecution<br />

filed an application to have Joseph Groia<br />

removed as defence counsel for reasons of perceived<br />

misconduct. Mr. Groia remained on the<br />

case, but later had to defend himself in a Law<br />

Society disciplinary proceeding which wound its<br />

way to the Supreme Court. During that process<br />

the SCC recognized that incivility is “…inherently<br />

contextual and fact-specific.” The court noted<br />

that trials are “often hard fought” and “not tea<br />

parties.” Mr. Groia was eventually successful in<br />

his appeal, and he was also successful in bringing<br />

once again to the fore the debate between<br />

counsel and judges as to what does and does<br />

not cross the line. As counsel, perhaps the best<br />

adage we can strive for is to treat the other side<br />

the way we would expect and want to be treated,<br />

while taking all steps we deem reasonable<br />

and necessary in our job as advocates.<br />

Perhaps not as prevalent or widely talked<br />

about in Stockwood’s time but receiving more<br />

attention today is the issue of mental health in<br />

the practice of law. Lawyers need to be aware<br />

of potential mental health issues that can affect<br />

their clients’ behaviour; in extreme cases, clients’<br />

mental health issues can affect their ability to<br />

understand and participate in litigation, including<br />

giving instructions to counsel. Management<br />

of these types of situations necessarily falls to<br />

counsel, and guidelines are provided in Rule 3.2-<br />

9 of the Rules of Professional Conduct.<br />

Counsel, perhaps particularly those practicing<br />

with families in matrimonial cases, must remember<br />

that their actions and words can influence<br />

how their clients view the justice system. This<br />

can be a heavy burden to bear, especially when<br />

dealing with difficult personalities or issues and<br />

striving for the best outcome for one’s client. My<br />

experience has taught me—as, it seems, David<br />

Stockwood’s taught him— that fraught situations<br />

are rarely if ever made better by negative<br />

escalation; we must strive to demonstrate civility<br />

in the face of adversity and lead by good<br />

behaviour. Perhaps now more than ever, during<br />

this strange time of pandemic and the workarounds<br />

and stressors that have come with that,<br />

counsels’ duty to civility may be truly tested.<br />

38 39


REMOTE SECTION ADVOCACY<br />

TITLE<br />

Never Waste a Crisis:<br />

Ontario Courts Go Virtual<br />

with the Best Practices for<br />

Remote Hearings<br />

Brent J. Arnold, Gowling WLG (Canada) LLP<br />

“Never waste a crisis,” President Obama’s Chief-of-Staff Rahm Emanuel once said. When COVID-19<br />

closed Ontario’s courts to in-person hearings, the courts moved quickly to take hearings online—<br />

not just for now, but for the future too. And while the first Zoom hearings proceeded at various levels<br />

of court, The Advocates’ Society, together with<br />

the Ontario Bar Association, the Federation<br />

of Ontario Law Associations, and the Ontario<br />

Trial Lawyers’ Association, established an<br />

E-Hearings Task Force to work with the Ontario<br />

Superior Court of Justice to expand virtual<br />

access to the courts. (The 10+ demographic<br />

had a seat at Task Force table as well: I served<br />

as one of TAS’s representatives on the Task<br />

Force, while fellow 10+ advocates Allison Speigel<br />

and Kristin Muszynski represented the<br />

OBA and FOLA.)<br />

The Task Force’s work culminated in the May<br />

13, <strong>2020</strong> release of the Best Practices for Remote<br />

Hearings, a thorough guide to remote proceedings<br />

that spans issues ranging from technical<br />

details to the logistics and ethics of presenting<br />

cases virtually. The guide sets out detailed instructions<br />

for preparing for hearings, makes<br />

hardware and software recommendations to<br />

make hearings go smoother, and provides resources<br />

for self-represented litigants. Appendices<br />

to the Best Practices include checklists to<br />

assist counsel in planning remote hearings and<br />

setting up their gear to make the best possible<br />

impression. These checklists are also downloadable<br />

in Word from the TAS Best Practice<br />

Publications splash page.<br />

As Chief Justice Morawetz noted in his April 6,<br />

<strong>2020</strong> Fireside Chat for The Advocates’ Society,<br />

“we cannot go back” to the way we practiced<br />

pre-COVID-19, and we will not be reverting to<br />

in-person attendances for all aspects of civil<br />

files. He observed, “the challenges are there,<br />

but there’s also some great opportunities” in<br />

the embrace of technology in the Court’s practice.<br />

TAS is proud to have assisted the Court<br />

and the profession in making the most of difficult<br />

times by pivoting to new ways of doing the<br />

bench and bar’s business.<br />

40 41


The Litigator’s Guide To the Business of Law<br />

February 12, <strong>2020</strong> | Arbitration Place, Toronto<br />

The Mid-Career Women’s Social<br />

March 3, <strong>2020</strong> | Leña Restaurante, Toronto<br />

Dal Deol, KPMG LLP, Daniel Schwartz, Thornton Grout Finnigan LLP, Deborah Templer, McCarthy Tétrault LLP, Andrea Gonsalves, Stockwoods LLP<br />

42 43


Virtual Fitness With TAS<br />

April 17, <strong>2020</strong> | Webcast<br />

Small screen<br />

BIG ADVOCACY<br />

Litigating Contract Disputes<br />

Thursday, June 18, <strong>2020</strong> | 9:00 am - 12:00 pm ET | Webcast<br />

What are the key considerations when bringing or defending<br />

a contract claim? When is the factual matrix relevant and<br />

admissible? What are best practices when attempting to<br />

prove or refute an oral contract? When and how should<br />

counsel involve an expert? What are the latest tips for effective<br />

advocacy in contract cases? Our esteemed panelists will<br />

discuss these issues and more at Litigating Contract Disputes.<br />

10+ Standing Committee Meeting<br />

April 21, <strong>2020</strong> | Webcast<br />

Topics Include:<br />

• Framing Your Contract Claim<br />

• Drafting Effective Pleadings in Contract Disputes<br />

• Gathering the Evidence to Win a Contract Case<br />

• Proving (and Challenging) the Existence of Oral Contracts<br />

• The Use of Experts in Contractual Disputes<br />

• Contracts in the Courtroom: Tips for<br />

Presenting and Testing Evidence at Trial<br />

Program Chairs:<br />

Geoff R. Hall, McCarthy Tétrault LLP<br />

Linda Galessiere, Camelino Galessiere LLP<br />

You were born to advocate so don’t stop<br />

honing your craft just because you can’t be<br />

in the courtroom.<br />

Register<br />

For more information, including a full list<br />

of faculty and accreditation information,<br />

click here.<br />

44 45


Small screen<br />

BIG ADVOCACY<br />

Virtual Yoga With TAS<br />

April 21, <strong>2020</strong> | Webcast<br />

Objection, Your Honour!<br />

Tuesday, June 23, <strong>2020</strong> | 9:00 am - 12:00 pm ET | Webcast<br />

Objections are not just for the courtroom. Whether you’re<br />

participating in a remote hearing or a discovery, there are<br />

nuanced and skillful ways you can and should object outside<br />

of the courtroom. In this remote live program, learn when,<br />

why and how to make effective objections, inside and outside<br />

the courtroom.<br />

Our seasoned faculty of litigators and judges will share their<br />

expertise to help you master the art of objections.<br />

Program Chairs:<br />

Jennifer L. McAleer, Fasken<br />

Paul Steep, McCarthy Tétrault LLP<br />

Faculty Includes:<br />

The Honourable Justice Peter Cavanagh,<br />

Superior Court of Justice<br />

The Honourable Justice Darla Wilson,<br />

Superior Court of Justice<br />

You were born to advocate so don’t stop<br />

honing your craft just because you can’t<br />

be in the courtroom.<br />

Register<br />

For more information, including a full list<br />

of faculty and accreditation information,<br />

click here.<br />

46 47


<strong>Spring</strong> Symposium: The Civil Advocate<br />

April 29, <strong>2020</strong> | Webcast<br />

<strong>Spring</strong> Symposium: The Skilled Advocate<br />

May 5, <strong>2020</strong> | Webcast<br />

Shantona Chaudhury, Pape Chaudhury LLP<br />

The Hon. Justice David H. Doherty, Court of Appeal for Ontario<br />

Tom Curry, LSM, Lenczner Slaght<br />

The Hon. Justice David H. Doherty,<br />

Court of Appeal for Ontario<br />

The Hon. Justice Bonnie R. Warkentin, Superior Court of Justice<br />

48 49<br />

The Hon. Justice Mahmud Jamal, Court of Appeal for Ontario<br />

The Hon. Justice Nicholas Kasirer, Cour Suprême Du Canada<br />

The Hon. Eleanore A. Cronk, ASM<br />

Sonia Bjorkquist, Osler, Hoskin & Harcourt LLP


The Litigator’s Guide To the Business of Law<br />

May 6, <strong>2020</strong> | Webcast<br />

<strong>Spring</strong> Symposium: The Well-Informed Advocate<br />

May 7, <strong>2020</strong> | Webcast<br />

Kathryn J. Manning,<br />

DMG Advocates LLP<br />

Marie-Andrée Vermette,<br />

WeirFoulds LLP<br />

Audrey Boctor,<br />

IMK S.e.n.c.r.l./LLP<br />

Nader R. Hasan, Stockwoods LLP<br />

Kathryn J. Bird, Hicks Morley Hamilton Stewart Storie LLP<br />

Clarence Lui, Reain Lui Stock<br />

Anne M. Turley,<br />

Department of Justice<br />

Sandra A. Forbes, Davies Ward<br />

Phillips & Vineberg LLP<br />

Nadia Effendi,<br />

Borden Ladner Gervais LLP<br />

Julian K. Roy, Ministry of the<br />

Attorney General<br />

Hilary Book, Book Law<br />

Timothy Zimmerman, RSM Canada<br />

Summary Judgment Motions<br />

May 28, <strong>2020</strong> | Webcast<br />

The Hon. Justice Jessica A. Kimmel, Superior Court of Justice<br />

Luisa Ritacca, Stockwoods LLP<br />

50 51<br />

The Hon. Justice Glenn A. Hainey, Superior Court of Justice<br />

The Hon. Justice Fred Myers, Superior Court of Justice<br />

Kathleen Flynn Peterson, Ciresi Conlin LLP


Work from Home Photos<br />

TAS wants to see your kids and creatures too! Post your Work From Home photos Twitter<br />

using #TASwfh and we may feature you in the next <strong>Advocacy</strong> <strong>Matters</strong> issue.<br />

52 53


54<br />

www.advocates.ca

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