Senior lawyer possessing 8+ years of insurance defence experience handling complex claims applying for the Associate Senior Counsel position, P&C Litigation at The Co-operators.
Overview
10
10
years of professional experience
Work History
Senior Lawyer and Practice Leader
TD Insurance Staff Legal
11.2019 - Current
Provide expert quality legal representation to clients and insureds on complex tort matters including MVA's, slip and falls, residential claims, multiple exposure and excess matters, fatalities, UIM/OPCF-44R actions, city/town liability, amongst others
Represent clients on complex Accident Benefits applications before the License Appeal Tribunal on medical and rehabilitation denials, attendant care, income replacement, and catastrophic determination amongst others (currently with 4 successful decisions at the LAT, and 1 in Small Claims)
Negotiate settlements and adhere to internal protocols while applying cost savings where appropriate
Regularly appear before the LAT and Superior Court of Justice, attend Examinations for Discovery, EUO's, Case conferences, Mediation, Motions, and Pretrials
Regularly prepare document briefs, Written Submissions, Factums and Book of Authorities
Participate in training and mentorship of junior team members, also was acting Articling Principal 2023/2024
Prepare witnesses for hearing questions, attend at hearings where needed
Aggressively pursue improper insurance coverage denials and investigate wrongful statutory third party claims, and off-coverage positions
Presenter at in-office and external Continuing Legal Education seminars
Insurance Defence Lawyer
Blouin Dunn LLP
10.2018 - 11.2019
Independent, day-to-day carriage and lawyer of record on a variety of litigation insurance defence matters involving MVA's, occupiers liability, commercial host liability, property damage, professional negligence claims, priority disputes, loss transfer, amongst other practice areas
Develop case strategy and providing initial opinion to client including settlement recommendations, damage assessment, and liability assessment
Drafting pleadings, motion materials, mediation memorandums, and pre-trial briefs
Supervise and manage workflow of legal assistant and law clerk assigned
Appear before the Superior Court of Justice, License Appeal Tribunal, arbitration's, and Small Claims Court
Successfully bring and argue motions of various complexity
Preparing for and attending examinations for discovery, mediations, and pre-trials
Conducting legal research and providing legal analysis
Claims Counsel - Specialty Lines
Axxima Insurance
04.2016 - 10.2018
In-house Claims Counsel defending against errors and omissions, D/O liability, real estate litigation, and commercial litigation matters
Practice groups include residential and commercial litigation, municipal liability, personal injury, coverage disputes, and professional negligence, D/O liability
Thoroughly investigate potential fraud relating to business and real estate transactions
Assist with and prepare independently insurance agreements/contracts for insurance for different lines of business, including small to large multi-national corporations and institutions
Draft large loss reports, liaising with clients in Ontario and London UK regarding excess claims
Attend at hearings, private mediations, and pre-trials
Participating in claims committee audits, and drafting insurance policies and agreements
Act as a liaison between clients, underwriters and senior managers
Author articles on real estate risk management for the Real Estate Counsel of Ontario, and act as a panelist on the board of anti-frauds, phishing and identity theft
Professor, Advanced Litigation (Part-Time)
Sheridan College Institute of Advanced Learning
04.2017 - 04.2020
Manage classroom and prepare materials for 35 students per class
Core topics covered are Canadian legal system, Contract Law, Tort Law, and Business Law
Delivered creative interactive lectures, discussions, online activities, case studies and hybrid delivery of teaching methods
Shifted between informal and formal methods of teaching to create multi-layered web of learning, incorporating experiments, practical activities, discussions and projects into lessons.
Graded quizzes, tests, homework and projects to provide students with timely academic progress information and feedback.
Stayed abreast of developments within Civil Litigation to improve curriculum, develop new research and share with colleagues and students
Built strong rapport with students through class discussions and academic advisement.
Articling Student
Lee & Associates PC
04.2015 - 03.2016
Appear before various courts of the Ontario Superior Court of Justice on unopposed and contested motions, and trial scheduling court
Represent clients at discoveries, settlement negotiations, pre-hearings, mediations, and pretrials
Draft pleadings, motion records, applications for settlement approval, settlement proposals, mediation memorandums, and pretrial briefs
Review and summarize medical and financial records
Conduct legal research and provide analysis
Daily use of Microsoft Outlook, Word, Excel, Lotus Notes, Primafact, and PC Law
Law Clerk
Lee & Associates PC
07.2014 - 04.2015
Draft pleadings, settlement proposals, mediation memorandums, and Pretrial briefs
Request, gather and summarize medial and financial productions
Review liability documentation, conduct MTO searches, property searches, partnership searches, and corporation searches
Prepare motion materials (unopposed and contested)
Gather relevant medical and financial records from third parties
Conduct witness interviews in preparation for Trial
Conduct legal research using Lexis Nexus, and Canlii
Daily use of PC Law, Primafact, Microsoft Outlook and Word
Education
Law Society of Ontario - 2016 Call To Bar
Masters Studies - Evidence Law
Osgoode Hall Law School
Toronto, ON
01.2014
Bachelor of Laws, LL.B. -
Kings College London
London, UK
06.2013
Bachelor with Honours - Criminology And Sociology
York University
Toronto, ON
05.2010
Skills
Leadership and Mentorship, previously Articling Principal, now Practice Lead managing a team
Leading Claims Presentations
Trusted and reputable litigator
Expert knowledge on the Rules of Civil Procedure
Expert knowledge of Insurance Law
Expertise in collateral benefits and offsets applicable, including but not limited to short term and long term disability, subrogation, CPP disability, and other extended health care available
Excellent verbal and written communication skills, including managing conflict situations
High emotional intelligence
Strong organizational skills and strong adherence to deadlines using ticklers
Demonstrated ability to establish and maintain effective working relationships
Strong PC computer skills, including all Microsoft Office suites, MS Teams, Zoom, WebEx, and other virtual platforms
Reported Decisions
Castillo. v Security National Security Company (2021) - Successful on all issues
Primmum Insurance v Baley (2021) - IRB Overpayment in favour of TD for $42,000
Casemark Financial v TD Home and Auto (2023) - Successful with costs
Security National Insurance v Polat (2023) - IRB Overpayment in favour of TD for $33,200
TD General Insurance v Chandran (2024) - IRB Overpayment [decision pending]
References
Available upon request
Timeline
Senior Lawyer and Practice Leader
TD Insurance Staff Legal
11.2019 - Current
Insurance Defence Lawyer
Blouin Dunn LLP
10.2018 - 11.2019
Professor, Advanced Litigation (Part-Time)
Sheridan College Institute of Advanced Learning
04.2017 - 04.2020
Claims Counsel - Specialty Lines
Axxima Insurance
04.2016 - 10.2018
Articling Student
Lee & Associates PC
04.2015 - 03.2016
Law Clerk
Lee & Associates PC
07.2014 - 04.2015
Law Society of Ontario - 2016 Call To Bar
Masters Studies - Evidence Law
Osgoode Hall Law School
Bachelor of Laws, LL.B. -
Kings College London
Bachelor with Honours - Criminology And Sociology
York University
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