Biographical Summaries for Program Faculty

[In Alphabetical Order]

Day 1

15TH ANNUAL Real Estate Law Summit

Phil Brown Counsel, Practice Management Helpline Law Society of Ontario 130 Queen Street West, Toronto, ON M5H 2N6

Background Phil graduated from Dalhousie University with a B.Sc. (Hon) and an LLB. He was called to the Bar in Nova

Scotia in 1985 and Ontario in 1989. He also holds a post-graduate certificate from Centennial College in

e-commerce.

Areas of Practice and Experience Phil practised criminal law exclusively as a sole practitioner before joining Legal Aid Ontario as the

Coordinator of Lawyer Relations. He was responsible for marketing the Legal Aid Online billing project

which automated lawyer payments. The project had a 90% uptake by lawyers within the first 6 months.

He joined the Law Society of Ontario in 2008 as Counsel in the Professional Development and

Competence department and has been involved in CPD planning, accreditation, and certified specialist

certification. He participates in developing resources for solos and small firm lawyers and for the past

five years has worked on the Practice Management Helpline team assisting lawyers with issues related

to the Law Society By-laws, Rules of Professional Conduct and professionalism questions. He is also

working on a series of technology podcasts with David Whelan.

Professional Activities He is currently a member of the Ontario Bar Association, American Bar Association and is the past Photo

Editor of “For The Defence” magazine.

He is a presenter at continuing professional development programs and has spoken at the American Bar

Association, Criminal Lawyers Association, Hamilton Law Association, Toronto Lawyers Association, and

Law Society programs. He has been a lecturer and instructor in the professional responsibility course

and the Professional Conduct and Practice in Ontario course.

900021.11194/97691942.1

Craig R. Carter B.Sc., LL.B, LL.M, LSM

B.Sc. from the University of Toronto, 1974. LL.B. from the University of Toronto, 1977. LL.M. from Osgoode Hall Law School, 1986. Called to the Bar of Ontario in 1979. Former Partner now Counsel with the law firm of Fasken Martineau DuMoulin LLP. Certified by the Law Society of Upper Canada as a specialist in Real Estate Law. Recognized by L’Expert as an expert in Property Development, and in Best Lawyers Canada for Real Estate and has Martindale-Hubbell’s highest AV rating. Engaged in commercial real estate practice with an emphasis on easement law, mortgage law, mortgage remedies and opinions on solicitor’s practice. Chaired and spoken at numerous OBA and LSUC programs on mortgage law, foreclosures, land transfer tax, powers of sale and taking possession of property by a mortgagee, title insurance, mortgage fraud, options to purchase, agreements of purchase and sale, contract enforcement, easements, real estate remedies, contract frustration and ownership structuring. Is past chair of the OBA Continuing Legal Education Committee, past chair of the OBA Real Property Section and past chair of the CBA Real Property Section. Co-editor of Butterworths book Agreements of Purchase and Sale and author of CCH Real Estate Guide chapter on Land Transfer Tax. Contributing author for Falconbridge on Mortgages. Co-author Real Estate Transactions 2nd Edition (2017). Has taught Business Law at Ryerson. Taught an LL.M. in Real Estate Finance at Osgoode Hall Law School in the part-time LL.M. programme in 1998 and 2009 and in the Bankruptcy LL.M in 2014. Currently an adjunct professor at Osgoode Hall Law School and University of Toronto Law School teaching Real Estate Transactions and Real Estate Finance. Instructor in Chang Business School at Ryerson University in Real Estate Law. Recipient of the Award for Excellence in Real Estate given by the OBA. Recipient of the OBA Distinguished Service Award. Recipient of the Law Society Medal.

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Simon Crawford

Simon is shortlisted by every major Canadian and international legal guide,

including Chambers Global, Canadian Legal L'Expert Directory, Euromoney

Expert Guide and Best Lawyers in Canada as one of Canada's leaders in real

estate law. He was included in 2018’s Lexpert ALM 500 as one of the 500

most frequently recommended lawyers in Canada. He has acted on some of

Canada's largest dollar value real estate transactions and on many of the

country's landmark commercial, retail, sports and entertainment and

residential projects. Simon was featured in the September 2014 issue of L'Expert magazine as

lead real estate advisor to a KingSett Capital-led consortium in respect of 2013's largest

commercial real estate transaction, the acquisition of all Primaris Real Estate Investment Trust

properties. In 2012 he acted as counsel to the purchaser of a $2-billion industrial real estate

portfolio comprised of more than 400 properties. In 2016 he was the lead real estate advisor to a

significant landlord group in connection with the insolvency proceedings related to Target Canada,

the largest Canadian retail insolvency in recent history, and in 2017 he oversaw in excess of $5

billion in commercial real estate transactions. Simon advises many of Canada's most sophisticated

real estate investors on private equity matters, fund formation, joint ventures, income trusts, the

purchase and sale of real estate assets and real estate companies, property development, banking

and mortgage lending, structured finance and asset securitization, corporate finance, mezzanine

and participating debt structures, infrastructure, public/private partnerships, pension fund real

estate investment, senior living facilities, mortgage and loan servicing and enforcement, and on

real estate issues in bankruptcy and insolvency. In recent years, Simon has acted as senior advisor

on some of the more notable new development financings in Toronto, including the Bay-Adelaide

Centre, the Trump Tower, and the 75-storey Aura condominium project, which is currently the

tallest residential building in Canada. Across the country, Simon has also acted on large portfolio

transactions, including the acquisition and financing of ING's industrial portfolio, the acquisition

of Home Trust’s commercial mortgage portfolio, and the privatization of both Atlas Cold Storage

and Versacold. Complementing Simon's real estate practice is extensive deal experience in

public/private partnerships, the creation of pension-fund eligible investments, and the financing of

regulated facilities such as gaming, infrastructure healthcare and long-term care projects. In

addition, Simon has acted for government or quasi-government interests, including most notably,

as advisor to Waterfront Toronto in connection with the development of Toronto's waterfront

lands. Simon has represented clients in the financing or sale of a significant number of Canada's

landmark commercial, entertainment and retail properties, including Toronto's Bay Adelaide

Center, Trump Tower, Scotia Plaza, Brookfield Place, TD Centre and First Canadian Place,

Montreal's Eaton Centre, Ottawa’s Rideau Centre, Saskatchewan’s Midtown Plaza and Calgary's

Scotia Plaza and Palliser Square. Simon has also represented lenders or purchasers in connection

with various sports and recreation facilities including in connection with the 2010 Olympic games,

Toronto's Ricoh Centre, Niagara Falls Casino and various casinos owned by Gateway Casinos.

Simon is called upon regularly to write, speak on or moderate panels on matters of commercial

real estate and real estate investment in Canada or by Canadian investors abroad.

This discussion paper is not intended to provide legal advice, but to highlight matters of interest in this

area of law. If you have questions or comments, please contact Simon Crawford directly. The foregoing

discussion paper does not establish any form of lawyer-client relationship with Simon Crawford or any law

firm at which he is a partner or is otherwise affiliated with. The information contained in this discussion

paper is public information and is not individualized legal advice. Readers should not rely on or take any

action based upon this information; professional advice should be obtained. This discussion paper may

contain errors or omissions and any liability for any such errors or omissions is hereby disclaimed.

Osler, Hoskin & Harcourt LLP

Roger Gillott

Partner, Litigation Toronto 416.862.6818 rgillott@osler.com

Education Oxford University, B.C.L. Oxford University, M.A. Dalhousie University, LL.B. University of Calgary, B.Comm. (With Distinction) Bar Admission(s) Ontario (1996)

Practice Area(s): Construction; Litigation; Public-Private Partnerships/Alternative Financing & Procurement; Infrastructure

Roger is consistently recognized in industry publications as one of the leading Construction lawyers in Canada. He has practiced exclusively construction litigation, arbitration and dispute resolution for twenty years. Roger has extensive advocacy experience in trial, appellate and arbitration proceedings, and also advises on the avoidance and management of risk in the administration of construction contracts. Roger has developed particular expertise in the area of tendering and procurement in both the public and private sectors. He has represented clients in a wide variety of disputes involving construction liens and trusts, mortgage priorities, contract interpretation, bidding and tendering, delay and extras claims, professional negligence and claims under performance and payment bonds. Roger has also dealt with the interpretation of specifications, ownership of design drawings and environmental claims and prosecutions.

Professional Affiliations

• Past-Chair, Ontario Bar Association Construction Law Section Executive

Acknowledgements • The Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, 2018 • Chambers Canada: Canada’s Leading Lawyers for Business, 2017 - Construction (Nationwide - Canada) • The Best Lawyers in Canada 2006-2017: Construction Law • The Canadian Legal Lexpert Directory 2010-2017: Construction Law • Euromoney's Expert Guides: The World’s Leading Lawyers Chosen by Their Peers, 2017, recognized in

the area of Construction. • The Globe and Mail 2011-2017: Leading Infrastructure Lawyers in Canada

Publications/Events Roger has authored more than sixty papers in Construction Law journals and trade publications, and is frequently invited to chair and speak at conferences in the area. Roger has served as a Guest Lecturer in Construction Law at the University of Toronto Law School and George Brown College.

GARY GOLDFARB is a partner in the firm of Meyer, Wassenaar and Banach, LLP. Gary attended Osgoode

Hall Law School and was called to the bar in 1983. He practices in commercial real estate, including

mortgage lending and condominium development work.

Kadish Law Professional Corporation

Joel Kadish, Barrister & Solicitor

5255 Yonge Street Suite 800

Toronto On M2N 6P4

416 636 5565

Joel@kadishlaw.com

Joel was called to the bar in 1990, much to the relief of his parents. He spends most days full of

anxiety wondering if the phone will ring with new business and hoping he has not made some

inane mistake which will render someone’s title null and void.

He is a proud father of two boys who are simply good people and husband to a wonderful wife

who tells him not to work so much and forces him on wonderful adventures.

He has taught for the Law Society of Ontario extensively on topics related to real estate and

running a law practice, has been a virtual mentor for the Law Practice Program at Ryerson

University and tries to be a give back to an amazing profession that has given him so much.

He does most things to do with residential real estate. The usual fare of purchases, sale and

refinances. He also does some leasing and commercial transactions although he always wonders

if he has done enough “off title” searches.

He rides a 2009 BMW F650GS and hangs out with a gang. I mean the gang volunteers their time

at such notorious events as the OneWalk in support of Princess Margaret Hospital, the Sick

Children’s Camp Walk and the Ride to Conquer Cancer. You can’t answer emails when you

ride. It really feels great.

Raymond G. Leclair, LL.B.

Ray Leclair joined Lawyers’ Professional Indemnity Company

(LAWPRO) in June of 2008 in the role of Vice President, TitlePLUS,

and as of May, 2012 became Vice President, Public Affairs,

responsible for government relations efforts at LAWPRO.

Formerly General Counsel for the Kanata Research Park Corporation, a development

company and major commercial landlord in Ottawa, Ray has practised in both major

national law firms and as a sole practitioner, and was a part-time professor at the

University of Ottawa Law School and Cité Collégiale instructing the French language

portion of the real estate law course. He also served for 15 years as the Ottawa senior

instructor for the French and English Real Estate Sections of the Bar Admission

Course and member of the Law Society of Upper Canada’s Solicitor Advisory Group,

Licensing Process.

Called to the bar in 1984, Ray is member of the Ontario Bar Association Council, Past-

Chair and remains an active participant of both the National Real Property Section of

the Canadian Bar Association and of the Real Property Section of the Ontario Bar

Association, past Co-Chair and remains a member of the Working Group on Lawyers

& Real Estate, and President of the Ontario Real Estate Lawyers Association

(ORELA). Past executive member of CBA’s National Sections Council, past member

of its budget committee and formerly Vice President of the North American Bar-

related® Title Insurers, past President of the Advisory Committee for the Cité

Collégiale Legal Assistants Program. Ray volunteer’s as Manager of the fundraiser

TOM* MensFashion4Hope and a VIP & Sponsor Relations Officer for semi-annual

Toronto Men’s Fashion Week (TOM*). Ray is and has been a frequent

speaker/presenter, in French or English, in numerous programs on various real estate

and other law related topics in Canada and the United States.

JEFFREY W. LEM Director of Titles for the Province of Ontario Ministry of Government and Consumer Services 20 Dundas Street West, 4th Floor Toronto, ON M5G 2C2 Email: Jeffrey.Lem@ontario.ca

Jeffrey W. Lem is the Director of Titles for the Province of Ontario. In that capacity, he has responsibility for the Land Titles Act, the Registry Act, the Boundaries Act, the Land Registration Reform Act, as well as portions of other legislation relating to over six million parcels of land in the Province. Jeffrey also serves the broader legal community as a bencher of the Law Society of Upper Canada, where he sits on the Proceedings Authorization Committee and the Alternative Business Structures Task Force. Jeffrey is certified as a Specialist in Real Estate Law by The Law Society of Upper Canada and is the proud recipient of the Ontario Bar Association's Award for Excellence in Real Estate, the Federation of Asian Canadian Lawyer’s Lifetime Achievement Award, and the Toronto Lawyers Association’s Honsberger Award for Dedication to the Profession. He has also received Martindale-Hubbell's highest rating (AV®), and has been recognized in the real estate field in The Canadian Legal LEXPERT Directory, The Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, The Best Lawyers in Canada, Chambers Global Guide, and The International Who's Who of Real Estate Lawyers.

Jeffrey is currently an editor-in-chief of the Real Property Reports (and, before that, an associate editor of the Digest of Real Property Law). He is also the author of the real estate law volume of Halsbury's Laws of Canada, the legal editor for Building Magazine, and the real estate law columnist for Law Times. He was the first Canadian member ever elected to the American College of Mortgage Attorneys, and is a former long-standing member of the Executive Committee of the Real Property Section of the Ontario Bar Association. Jeffrey and has written widely for various journals and magazines, including the Real Property Reports, Municipal World, Building Magazine, Toronto Real Estate News, Digest of Real Property Law and Digest of Municipal and Planning Law. Jeffrey was an instructor in the real property section of the Bar Admission Course for Ontario and the Director of the LL.M. Program for Real Estate Law at Osgoode Hall Law School. Jeffrey is also a past president of the Association of Chinese Canadian Lawyers of Ontario, and speaks regularly for various continuing legal education organizations. Jeffrey has a B.Comm, UofT (1984), a J.D., Osgoode Hall (1987), and an LL.M. Osgoode Hall (2002). He was called to the bar in Ontario in 1989 and has been a solicitor on the rolls in England and Wales since 2000. Before joining the Ministry of Government and Consumer Services, Jeffrey was a partner in several prominent Toronto law firms.

Kathleen Lickers

Kathleen Lickers is a Seneca from the Six Nations of the Grand River in Southern Ontario. She earned a Bachelor of Arts Degree from the University of Western Ontario, and an L.L.B. from the University of Ottawa. Upon her call to the Ontario Bar in 1995, Kathleen was legal advisor and then Commission Counsel to the Indian (Specific) Claims Commission overseeing 60 inquiries throughout Canada. During her early career, Kathleen joined the Toronto Law Firm of Blake, Cassels & Graydon as Associate Legal Counsel where she joined the litigation team in the action of Six Nations v Attorney General of Canada. In September 2003, Kathleen established her own law office at Six Nations where, amongst other matters, she serves as an External Advisor to the Office of the Auditor General of Canada; an Advisor to the Assembly of First Nations, has acted as Co-Counsel to the Chiefs of Ontario during the Ipperwash Inquiry and continues to work with numerous levels of government on Nation to Nation issues of mutual concern. Kathleen is a 2018 recipient of the Law Society Medal, currently serves as Co-Chair to the Indigenous Advisors to the Law Society of Ontario, is a past Board member to Native Earth Performing Arts, former Chair of the Board of Trustees of the E. Pauline Johnson Estate at Chiefswood and past Treasurer of the Indigenous Bar Association.

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LEO F. LONGO

Leo Longo is a senior partner at Aird & Berlis LLP and a member of the firm's Municipal and Land Use Planning Group. Leo's practice is devoted to all areas of land use planning, development law and municipal law, representing both private and public sector clients. He regularly appears before administrative tribunals and appellate courts. He is certified by the Law Society of Upper Canada (LSUC) as a municipal law specialist in both local government and land use planning and development law. 2010 Recipient of the OBA’s Award of Excellence in Municipal Law. Leo writes and lectures often and has organized a number of professional seminars in his area of expertise. A member and former chair of both the Canadian and Ontario Bar Associations’ Municipal Law Sections. Admitted to the Ontario Bar in 1979.

31587052.1

Stephen McClyment Stephen McClyment obtained his B.A from the University of Toronto in 1971, and his LL.B. degree from Osgoode Hall Law School in 1974. He was called to the Bar in 1976. In 1976 he established his own law firm in Toronto and continued a very successful general practice both in Toronto and Markham until September 2000 when he joined the Law Society of Upper Canada as Investigation Counsel Stephen McClyment has had many years of legal experience in the practice of commercial and residential real estate, mortgage, and other secured transactions. He has wide experience as counsel in criminal and civil litigation including mortgage collection and enforcement proceedings for all types of secured transactions. Since July 2003 he has been the Senior Investigation Counsel at the Law Society of Upper Canada. Among his other responsibilities he initiated and leads the Mortgage Fraud Team at the Law Society. As well as managing a large caseload of investigations, he is responsible for providing timely, cogent and concise legal advice to the Investigations Department staff including, other investigation counsel, forensic auditors, investigators and management staff. He leads interim teams to address public protection issues as they emerge on investigations and assists in obtaining interim Undertakings, Discipline Panel Orders and as applicable Court Orders to provide protection to clients and other stakeholders involved with a Lawyer and/or Paralegal Licencee under investigation and pending a final disposition of such an investigation. He has frequently made presentations on behalf of the Law Society in connection with many aspects of the investigation and discipline process at the Law Society to stakeholders and other interested groups of all kinds including;

• Fraud and financial crime detectives at police agencies across Ontario including Toronto Police Services, Peel Police, Durham Regional Police, York Regional Police, Ottawa City Police, Waterloo Regional Police, Niagara Regional Police, OPP Anti Rackets and financial crime investigators and RCMP Financial Crime and Integrated Proceeds of Crime detectives on a repeated basis;

• The Ontario Crown Attorney’s Association; • Ontario Police College, Fraud Course, at Aylmer Ontario each time in the year

when it is presented since 2006; • The Canadian Police College, Ottawa, Intensive Mortgage Fraud Investigation

Course each time in the year when it is held since its inception in 2009. He assisted in developing the course and the course curriculum;

• Canadian Association of Accredited Mortgage Professionals (CAAMP);

• The Toronto Police Services Financial Crime Investigators Seminar; • The International Association of Financial Crime Investigators (IAFCI); • The Organization of Bar Investigators (OBI); • The Real Estate Council of Ontario (RECO); • The Financial Services Commission of Ontario (FSCO); • The Corporate Security and Fraud Investigation Departments of all Chartered

Banks and many Trust Companies on a repeated basis. • The Central Mortgage and Housing Corporation (CMHC) fraud prime

investigators from all parts of Canada on a repeated basis; • Osgoode Hall Law School Master of Laws Graduate Programmes in Real Estate

Law; • Investigation Departments of all other Canadian Provincial and Territorial Law

Societies on a repeated basis; • Continuing Legal Development Courses offered by the Law Society of Upper

Canada on a repeated basis; • Ontario Bar Association presentations on a repeated basis; • The Office of the Superintendant of Financial Institutions; • Internal Law Society Staff in the Regulation, Intake, Discipline and Spot Audit

Departments on a repeated basis. He has written, edited and assisted in the writing and editing of numerous articles on Fraud, including in particular real estate and mortgage fraud and other types of commercial frauds involving Lawyer and Paralegal Licencees as published in the Ontario Gazette and on the Law Society of Upper Canada public website on a repeated basis. He has very frequently presented evidence at Law Society of Upper Canada, Discipline Hearings as an acknowledged and accepted expert in the area of real estate and mortgage fraud.

Christine M. McLeodtel: 705.680.0022email: christine@mcleodducharme.ca

Education: Queens University, B.Sc.(Hons), Dalhousie University, LL.B.

Bar Admission: 2007

Practice areas: Residential and Commercial Real Estate, Corporate/Commercial, Estate Planning, Civil Litigation

As the lead solicitor at McLeod Ducharme LLP, Christine has a broad practice that includes residential and commercial real estate, corporate/commercial law, corporate finance, and estate planning. Christine also litigates a variety of matters before various courts and tribunals including the Superior Court of Justice and Federal Court.

With a background in forestry and the geosciences, Christine is well suited to serving the resourced-based industries. Her clients include industry leaders in the agriculture, mining services, construction, forestry, transportation, and financial sectors. She has also served on the boards of various private companies in an advisory role.

Passionate about serving the community, Christine’s current and recent volunteer and board work includes past president and ongoing member of the Rotary Club of Temiskaming Shores, and current or past directorships with the Temiskaming Foundation; Temiskaming Hospital; Temiskaming Art Gallery; Hilliardton Marsh Research and Education Centre; and Victim Services of Temiskaming & District. She has also taught in the law clerk program at Northern College.

When not in the office, Christine can be found exploring the back woods in the companyof her dog, coaching equestrians, or on the golf course.

F:\RPRM 2018\20180033-MelvinR-RE Summit 2018\RBM Professional Biography - D9.doc

RONALD B. MELVIN Rose, Persiko, Rakowsky, Melvin LLP

W: 416-868-1908 rbmelvin@rprlaw.com

Ronald Melvin obtained his Bachelor of Laws from University of Windsor Law School in 1979. He was

called to the Ontario Bar in 1981 and has been continuously in private law practice since then. Since 2001, Ron has been a partner of Rose, Persiko, Rakowsky, Melvin LLP in Toronto, Ontario. Ronald Melvin specializes in real estate, business and commercial law. His core law practice is a mix of real estate and commercial law, heavily weighted with commercial mortgage lending. Ron’s real estate expertise includes acquisitions, sales, real estate development, subdivisions, condominiums, commercial mortgage lending, equity participation financing, construction lien law and commercial leasing. He has substantial experience in loan workouts and mortgage remedies, including power of sale and foreclosure. Ron’s corporate and commercial work includes general corporate compliance and counsel, corporate structuring advice, incorporations, corporate organizations and reorganizations, acquisition and sale of businesses, asset purchases, share purchases, asset financing and securitization, shareholder agreements, general and limited partnership agreements, joint ventures, co-ownerships, franchise transactions and agreements, income tax rollovers and other tax driven transactions. Other areas of Ron’s specialties are Planning Act compliance, Committee of Adjustment and Land Division Committee applications, estate planning, wills and powers of attorney. Ron also assists in dispute resolution matters and litigation assessments and opinions (although he does not engage in court appearances or trial work). More recently, Ron has been retained as an expert to provide opinions and evidence in legal proceedings involving the conduct of real estate transactions.

Ronald Melvin has lectured to the legal profession on various areas of real estate law and is a member of the editorial board of Falconbridge on Mortgages (5th Edition). His lectures and articles include: • Practice And Procedures After Completion Of A Sale Under Power Of Sale, prepared for Critical Issues In

Power Of Sale presented by Insight Education Services on March 26, 1991 • Mortgagees And Tenants: Who’s On First?, prepared for The Six Minute Real Estate Lawyer presented by

the Law Society of Upper Canada on May 22, 1998 • Practice And Procedures After Completion Of A Sale Under Power Of Sale, prepared for Mortgage

Enforcement presented by the Ontario Bar Association on December 4, 2007 • Landlord’s Remedies Following A Midnight Run, prepared for The Six-Minute Debtor-Creditor and

Insolvency Lawyer 2009 presented by the Law Society of Upper Canada on October 21, 2009 • Binding & Enforceable Execution of Documents - Debtor Identification, Competency and Other Related

Issues, prepared for The Six-Minute Debtor-Creditor and Insolvency Lawyer 2010 presented by the Law Society of Upper Canada on October 15, 2010

• Acting For A Buyer Of Property Under Power Of Sale, prepared for The Six-Minute Debtor-Creditor and Insolvency Lawyer 2011 presented by the Law Society of Upper Canada on October 24, 2011

• Are You Sure You’re Searching Title?, prepared for the 12th Annual Real Estate Summit presented by the Law Society of Upper Canada on April 22, 2015

• Title Searching Refresher - Abutting Lands Searches, prepared for Practice Gems: Title and Off-Title Searching 2017 presented by the Law Society of Upper Canada on January 16, 2017

• Abutting Lands Searches, prepared for the 14th Annual Real Estate Summit presented by the Law Society of Upper Canada on April 3, 2017

• Syndicated Mortgages: How To Avoid The Risks, presented on April 18, 2018 at the 15th Annual Real Estate Summit sponsored by the Law Society of Ontario

Torkin Manes LLP Barristers & Solicitors 151 Yonge Street, Suite 1500 Toronto ON M5C 2W7 Tel: 416 863 1188 Fax: 416 863 0305

A senior partner of our Commercial Real Estate Group, Sidney has a very broad business and commercial law practice.

In addition to his traditional real estate law practice involving the purchase, sale and financing of commercial property, he is consulted regularly by industry, title insurers and lawyers for his expertise and his practical and creative approach to real estate problem solving, trouble shooting, and getting deals done. He also serves as counsel to the Lawyers’ Professional Indemnity Company and title insurers, providing opinions, strategy and litigation support regarding the standard of practice of real estate lawyers in Ontario. He is also an arbitrator and mediator of real estate and commercial leasing disputes.

He is considered one of the leading members of the Ontario real estate bar. From 1990 to 2000, he was the co-head of the Real Estate Law section of the Ontario Bar Admission Course. He continues to chair the Law Society of Upper Canada’s annual Real Estate Law Summit which he founded in 2004. A noted teacher, he is a frequent speaker at continuing legal education programmes for the Law Society, the Ontario Bar Association, and many local Ontario law associations on a wide range of real estate law-related topics.

In 2008, he was awarded the Law Society Medal for his contribution to the practice of law in Ontario.

Publications & Presentations

Sidney is the author of “The Law of Subdivision Control in Ontario”, a text on Section 50 of the Planning Act and is generally considered by Ontario lawyers as the leading expert on subdivision control in the province. He co-authored “Real Estate Conveyancing in Ontario: A Nineties Perspective”, for the Lawyers’ Professional Indemnity Company, which analyzed the role of lawyers in real estate transactions in Ontario. He is a contributing author to “Agreements of Purchase and Sale” and to the 5th edition of “Falconbridge on the Law of Mortgages”.

Recognition

• Awarded the Law Society Medal 2008

• Awarded the Ontario Bar Association Award for Excellence in Real Estate 2000

• Recognized in The Best Lawyers in Canada 2015 - Real Estate Law

• Recognized as “Lawyer of the Year” by Best Lawyers in Canada for Real Estate Law in Toronto in 2015

• Recognized in The 2014 Canadian Legal Lexpert Directory

• Recognized in The 2014 Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada

• Recognized AV® Pre-eminent Peer Review Rating, Martindale-Hubbell, 2013

Credentials

• Certified by the Law Society of Upper Canada as a Specialist in Real Estate Law 2004

• Called to the Ontario Bar, 1974

• Designated Chartered Arbitrator (C. Arb.): ADR Institute of Canada

Sidney H. Troister, LSM

Tel: 416 777 5432 Fax: 1 888 312 0072 Email: stroister@torkinmanes.com

Biographical Summaries for Program Faculty

[In Alphabetical Order]

Day 2

15TH ANNUAL Real Estate Law Summit

Rosalind Cooper

Rosalind is a partner with Fasken Martineau and is Certified by The Law Society of Upper Canada as a Specialist in Environmental Law and is named in the 2017 & 2018 Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada. Also listed in The Best Lawyers in Canada 2011-2018 for Environmental Law and in Chambers Global 2012-2018 and Chambers Canada 2016-2018 for Environment. Recognized by Lexpert® as most frequently recommended for Environmental Law and in the International Who’s Who of Environmental Lawyers and the PLC Cross-border Environment Handbook.

Rosalind defends environmental charges, litigates contaminated land disputes and other environmental matters, and is involved in appeals and environmental assessment proceedings before the Environmental Review Tribunal. Rosalind has extensive experience advising on all environmental regulatory issues, including exposure to environmental liability, brownfields redevelopment, decommissioning and remediation of contaminated lands, project development, approvals and reporting requirements. Provides environmental advice in relation to business transactions such as mergers and acquisitions, the purchase and sale of real estate and secured lending transactions. Has written numerous articles on a wide range of environmental issues. Is a regular contributor to “Solid Waste and Recycling Magazine” and has spoken on various environmental issues at numerous conferences. Also listed on the roster of mediators/arbitrators of the Canadian Centre for Environmental Arbitration and Mediation.

11309991.1

SILVANA M. D’ALIMONTE is a Partner at Blake, Cassels & Graydon LLP, Barristers

and Solicitors, and is a member of the Commercial Real Estate group in the Toronto

office. Ms D’Alimonte graduated from Osgoode Hall Law School (1989), and was

admitted to the Ontario Bar (1991). She is a full-time commercial real estate

practitioner, working on a wide variety of transactions, with an emphasis on joint

ventures, acquisitions and dispositions, financings, receivership sales and security

enforcement. Ms D’Alimonte has also been an instructor and a speaker at several

Continuing Legal Education seminars held by the Law Society of Upper Canada and the

Canadian Institute, including LSUC’s Special Lectures Series on “Real Property Law:

Conquering the Complexities”. As well, Ms D’Alimonte has been a special lecturer on

commercial real estate in the intensive business law program at Osgoode Hall Law

School.

Mark Dunn Partner

mdunn@goodmans.ca vCard

Bay Adelaide Centre - West Tower 333 Bay Street, Suite 3400

Toronto, ON M5H 2S7

Tel: 416.849.6895 Fax: (416)979-1234

Mark Dunn is a partner in the Litigation Group at Goodmans. He has a broad business law litigationpractice, focused on complex commercial disputes including insolvency and restructuring proceedings, civilfraud, shareholder disputes, intellectual property disputes and construction litigation. Mark has appearedbefore the Ontario Superior Court, Ontario Court of Appeal, Federal Court and Federal Court of Appeal.

Mark’s insolvency and restructuring practice includes acting for court-appointed officers, creditors and otherstakeholders in litigation and restructuring proceedings. He appears regularly before the Commercial List inToronto. This aspect of his practice often focuses on the recovery of assets where there has been fraud oran allegation of fraud and Mark has significant expertise investigating and litigating on behalf of victims ofcivil fraud, having lead efforts to identify and prove fraud, freeze assets obtained by fraud and maximizerecovery for affected victims.

Mark’s commercial litigation practice encompasses all manner of business disputes both in Court andprivate arbitration. He has particular experience with the private resolution of partnership disputes in thereal estate development industry and has lead external counsel to a major Toronto real estate developmentcompany. Mark also has experience with the quantification of large and complicated damages claims, andhas acted on a number of significant cases focused on the assessment of damages.

Selected experience:

Lead litigation counsel for the court appointed manager-receiver in a complex multi-year case involvingallegations of fraud against the former operators of a real-estate development portfolio and the courtsupervised sale of 28 commercial and industrial properties with an aggregate value close to $200 million.Lead counsel to an industry leading business in connection with the investigation of, and successfularbitration and litigation relating to, a major fraud perpetrated by a contractor. Lead counsel to one of the partners in a major real estate development enterprise in litigation, arbitrationsand negotiations relating to the dissolution of the partnership.Counsel to the deposit insurer in connection with the largest credit union liquidation in the history ofOntario, including acting on several successful collection actions against former members and actions forfraud, breach of fiduciary duty and negligence against former officers, directors and outside consultants.

Mark maintains an active pro bono practice and is involved with Law Help Ontario. He has also representedindividuals and community organizations on a pro bono basis.

Education Osgoode Hall Law School (LL.B., 2007) University of Western Ontario (B.A., 2004)

Year of Call 2008 Ontario

Rimpal Hinduja Supervisor, Spot Audit Program

Rimpal is a CPA, CGA, who joined the Law Society in the Spot Audit department in 2001 as a Spot Auditor. He has been with the department for over 15 years and has conducted hundreds of audits throughout the entire province in which he reviews the Membership's books and records, private mortgage files and estate files. In this capacity, Rimpal provided measures to guide and teach the Membership on how to comply with our By-Laws and Rules of Professional Conduct. In January of 2014 Rimpal accepted the position of supervisor in the Spot Audit Department in which he manages a team of auditors. Additionally, Rimpal continues to conduct some audits in Northern Ontario.

Joe Hoffer Cohen Highley LLP Joe Hoffer is a lawyer and partner with Cohen Highley LLP, a law firm with offices in London, Kitchener, Chatham and Sarnia. Joe has a litigation-based practice (for 30 years) in the areas of Real Estate, Condominium Law, Land Use Planning, and Residential Tenancies Law (Landlords only). He appears regularly before Provincial Boards and Tribunals, the Superior Court of Ontario, the Ontario Divisional Court and the Ontario Court of Appeal. Joe is a regular presenter and contributor to continuing legal education programs of the Law Society of Upper Canada; the Paralegal Society; at joint programs of Osgoode Hall/University of Toronto; and, at numerous education and training programs for FRPO, GTAA, LPMA, WRAMA and HDAA. In the community, Joe is a former Chair of the London Police Services Board and of Community Living London. Joe is also an advocate for the hiring of people with disabilities and is a recipient of the Queen’s Diamond Jubilee Medal and was presented with the 2010 Champion’s League award by the then Lieutenant Governor of Ontario, the Hon. David Onley. For the past several years and at present, Joe is the Sudan Monitor for Lawyers’ Rights Watch Canada. See: www.cohenhighley.com/the-firm/lawyers/joseph-j-m-hoffer for more information.

ROCK LAPALME Senior Tax Manager, Collins Barrow SNT LLP CPA, CA, TEP

Biography

Rock Lapalme is a Senior Manager in Collins Barrow SNT LLP’s income tax practice. Recognized for his strong work ethic and experience, he specializes in providing practical and creative solutions to high net-worth individuals, professionals, and owner-managed businesses in a variety of industries, and works closely with their legal and investment advisors to ensure that their tax, succession, and estate planning needs are met.

Having graduated from Laurentian University in 2006 with a Bachelor of Commerce, Rock initially pursued his career in Toronto, where he obtained his Chartered Accountant designation and completed the Canadian Institute of Chartered Accountants’ In-Depth Tax Course. His career interests and family eventually led him back to his hometown of Sudbury, Ontario where he currently resides.

Beyond the world of tax, Rock enjoys camping and hiking with his wife, four children, and German Shepherd dog.

Areas of Experience • Tax planning• Succession planning• Trust and estate planning• Scientific Research and Experimental Development

tax credits• Corporate, personal and trust tax compliance• CRA audits

Industry Experience • Manufacturing• Retail• Distribution• Technology• Real estate• Professionals

Professional, Community and Social Affiliations • Member – Society of Trust and Estate Practitioners (STEP Canada)• Member – Canadian Tax Foundation

Collins Barrow SNT LLP 1174 St. Jerome Street

Sudbury, ON P3A 2V9 (705) 560-5599 x 265 rolapalme@cbsnt.ca

A practical and personal approach to success

Sherri Lavine sherri@chaitons.com

5000 Yonge St, 10th Floor Toronto, Ontario, M2N 7E9

www.chaitons.com

Direct: 416-218-1136 Fax: 416-218-1836

General: 416-222-8888

Biography

Sherri is a partner in Chaitons’ Commercial Real Estate Group where she acts for clients in connection with the acquisition and sale of commercial properties, the financing and development of commercial projects, various leasing matters, and the development of condominium and subdivision projects. She negotiates and drafts agreements of purchase and sale and related closing documents, loan and security documents, leases, joint venture agreements, disclosure statements and subdivision related documentation. Sherri’s clients include developers of condominiums, subdivision and hotel projects, joint venture partners of commercial developments, owners of office towers, apartment buildings, shopping malls, commercial/industrial buildings, operators of healthcare and nursing home facilities, various licensed producers of medical cannabis, and

financial institutions and equity and opportunity fund lenders.

Sherri earned a Bachelor of Arts (Hons.) degree from Western University in 2004. While there she received the Ollie and Mark Cameron Scholarship. After graduating from Western, Sherri attended Osgoode Hall Law School where she obtained a Bachelor of Laws degree in 2007. She subsequently participated in a student exchange program at Vrije Universiteit in Amsterdam, Holland. She was called to the Bar in Ontario in 2008.

Sherri is active in both the Toronto commercial real estate and legal communities. She is a member of Toronto Commercial Real Estate Women (CREW), the Building Industry and Land Development Association (BILD), the Toronto Jewish Law Society and Young Women in Law. She frequently speaks at seminars and association meetings on the topic of commercial real estate.

Credentials

• Called to the Bar in Ontario in 2008 • Osgoode Hall Law School, LL.B. (2007) • Vrije Universiteit (Amsterdam, Holland), Student Exchange Program (2007) • University of Western Ontario, B.A. (2004)

Affiliations • Member of Toronto CREW, Commercial Real Estate Women • Member of BILD, Building Industry and Land Development Association • Member of the Toronto Jewish Law Society • Member of Young Women in Law

Clients Sherri represents private and public company developers (both Canadian and U.S. based), REITs, equity and opportunity fund lenders and financial institutions. Her clients include developers of condominium (including fractional) subdivision and co-ownership projects, healthcare facilities and hotels. Sherri also acts as counsel to both borrowers and lenders in connection with mezzanine, construction and permanent financing transactions, as well as purchasers and vendors of development lands, retirement residences, nursing homes, office towers, apartment buildings, shopping malls, commercial/industrial buildings, hotels/motels and mortgage portfolios.

BRENDA LININGTON

Brenda has a Bachelor of Environmental Studies in the School of Urban and Regional Planning at the University of Waterloo and a Master of Environmental Studies from York University. Brenda obtained her law degree from the University of Western Ontario and was called to the Ontario Bar in 1990. Brenda started her practice with the firm of Torkin, Manes, Cohen and Arbus where she also articled. Following that, she worked for a municipality and then joined the Ministry of Municipal Affairs and Housing (MMAH) and worked in policy and as a hearing officer before joining the Legal Services Branch at MMAH in 1997 where she advised on planning law matters and represented the ministry in numerous hearings before the Ontario Municipal Board. Brenda joined the legal branch of the Ministry of Public Infrastructure Renewal (now the Ministry of Infrastructure) in 2005. Her current areas of practice are focussed on real estate and planning law.

Deborah Loh Auditor, Spot Audit Program Deborah Loh is a CPA, CA, MAcc and has been at the Law Society as an Auditor since 2008. Prior to joining the Law Society, Deborah held the position of internal auditor at a property and casualty insurance company. Deborah covers audits throughout the GTA, auditing sole practitioners as well as firms of various sizes. As a Spot Auditor, Deborah provides extensive guidance and coaching to our Membership in areas of trust accounting, private mortgages & estates.

Justice Paul Perell Paul Perell, B.A., LL.B., LL.M., Ph.D., L.S.M., a judge of the Ontario Superior Court of Justice, appointed in May 2005, former adjunct professor at Osgoode Hall Law School (1991-2014) and former adjunct professor at the University of Toronto Faculty of Law (2007-2016), former partner at WeirFoulds, LLP, where he practiced civil litigation and legal research, former editor of the Ontario Reports and the author of numerous articles and of the books The Law of Civil Procedure in Ontario (with John W. Morden), Conflicts of Interest in the Legal Profession, The Fusion of Law and Equity, Remedies and the Sale of Land (2nd ed., with Bruce H. Engel), Real Estate Transactions, and The Law of Class Actions in Canada (with Warren K. Winkler, Jasminka Kalajdzic and Alison Warner), awarded the Law Society Medal, the Ontario Bar Association’s Award for Excellence in Real Estate, the James L. Lewtas Professorship in Commercial Law at Osgoode Hall Law School, the Ontario Bar Association’s Distinguished Service Award, the Osgoode Professional Development CLE Award, and the David W. Mundell Medal for excellence in legal writing.

BIOGRAPHY Reuben M. Rosenblatt, Q.C., LSM

P a r t n e r : M i n d e n G r o s s L L P

Direct Line: (416) 369-4110 Fax Number: (416) 864-9223 rrosenblatt@mindengross.com Practice Area:

Commercial Real Estate; Real Estate and Mortgage Remedies; Mediation; Arbitration; Conflict Resolution

Reuben is the Chair and a senior member of the Real Estate Group. His practice focuses on complex real estate issues, mediation and arbitration.

As part of his practice of law, Reuben arbitrates and mediates commercial disputes including real estate, family and estate disputes, leases, condominium and insurance issues. He has been appointed by the Ontario Superior Court of Justice to act as Estate Trustee During Litigation, Trustee/Liquidator and Sales Officer in the management and sale of industrial and residential portfolios as well as an Independent Lawyer for the Sale of Property.

Reuben is a frequent lecturer on real estate related issues at professional institutes including The Law Society of Upper Canada, the Ontario Bar Association and the Toronto Lawyers Association on such topics as It’s About “Time”; Good Faith: Where Are We Now? Caveat Emptor and Other Bewares! When is Right, Wrong? and When is Wrong, Right? So You’re Not Closing The Deal - A Smorgasbord of Cases, King Lear Should Have Had a Lawyer and Predictability and Certainty, Where Art Thou?

Reuben has been an adjunct professor at Osgoode Hall Law School since 1977 teaching the Real Estate Transactions Course.

Law School: Osgoode Hall Law School Year of Call: 1959 (with Honours); LL. M (1977); LL.B.(1991) Year Joined the Minden Gross LLP: 1982

Awards and Achievements:

Recipient of The Law Society Medal (2007) Recipient of The Award of Excellence in Teaching at Osgoode Hall Law School (1994 and 2005) First Recipient of Canadian Bar Association Award of Excellence in Real Estate in January, 1996 Gold Key Award by the Osgoode Hall Alumni Association for significant contributions to the law school, the profession and society Listed in Best Lawyers® in Canada Ranked with an AV rating by Martindale-Hubbell (for legal expertise and professional reputation) Recognized as one of Canada’s leading Property Development lawyers by The Canadian Legal Lexpert® Directory Author of three Children’s Books

Tannis was called to the bar in 2003 and practices in the areas of real estate, corporate/commercial, and estate planning. She practiced in a boutique firm in Toronto for three years before becoming a sole practitioner practicing in the areas of real estate, estate planning and corporate law. As a former Trustee for the Toronto Lawyers Association, Tannis has been involved in advocacy and education initiatives, most notably the moderator and presenter of continuing education programmes and writer of articles for the TLA journal. She currently sits on the education committee which is responsible for producing CPD programmes for Toronto lawyers.

She is also a member of the Condominium Sub-documents Committee of the Working Group on Lawyers and Real Estate which is responsible for producing province-wide precedent materials for condominium transactions. Tannis is a frequent presenter for continuing legal education programmes and, in the past, has spoken on the issue of real estate, estates and ethics for the Canadian Bar Association,/Ontario Bar Association, Law Society of Upper Canada, The Commons Institute and the Toronto Lawyers Association. Tannis A. Waugh Barrister and Solicitor 672 Dupont Street, Suite 304 Toronto, ON M6G 1Z6 Tel.: 416.533.2996 Ext. 28 Fax: 416.533.6634 tannis@tannisw.com www.tannisw.com Twitter: @tanniswaugh

MARTA ZOLADEK

Marta has a B.A. (Hons.) in Psychology and Criminology from the University of Ottawa and obtained her law degree from Queen’s University. She was called to the Ontario Bar in 2006. Marta articled with the Ministry of Government and Consumer Services (MGS) Legal Services Branch. Following her articles, Marta practiced as Counsel at MGCS in the areas of company law, administrative law and consumer protection. Marta joined the then Legal Services Branch of the Ministry of Public Infrastructure Renewal (now the Ministry of Infrastructure) in 2007. Her current areas of practice are focussed on real estate and corporate/commercial law.