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About David

David specializes in negotiating complex commercial arrangements relating to payments and other financial products and services, technology and digital transformation, outsourcing, and strategic partnerships.

David has experience working with clients in a variety of different industries, including banking and financial services, insurance, power, oil and gas, mining, and retail.

David's areas of expertise include negotiating commercial arrangements with respect to the following:

Payments and other Financial Products/Services

  • Payment networks
  • Payment processors
  • Co-branded credit cards
  • Loyalty programs
  • Strategic partnerships
  • Referral arrangements
  • Financial services innovation

Technology and Digital Transformation

  • IT services
  • Cloud computing/Software-as-a-Service (SaaS)
  • Software/technology licensing
  • Software/technology development
  • Agile development
  • System implementation
  • Data sharing
  • Cybersecurity
  • Fintech/insurtech

Outsourcing

  • IT outsourcing (ITO)
  • Business process outsourcing (BPO)

Mergers and Acquisitions

  • Transition services agreements
  • Licensing agreements
Select Experience

David has advised the following clients on the matters described below:

Payments and other Financial Products/Services

  • Large Canadian banks on their negotiations with their payment networks

  • Financial institutions on a variety of payments-related agreements, including with respect to co-branded credit card and loyalty programs

  • An international payments processor on its agreements with Canadian credit card issuing banks

  • Various arrangements with other players in the payments ecosystem

  • The Toronto-Dominion Bank on its strategic alliance with Canada Post to expand access to financial services for Canadians, beginning with a new personal loan product

Technology and Outsourcing

  • Financial institutions on their digital transformation projects in collaboration with fintechs and insurtechs

  • IG Wealth Management on a strategic outsourcing arrangement with nesto with respect to IG's Canadian mortgage business

  • A large natural resources company on an agreement to outsource certain finance and accounting business processes as part of its finance transformation project

  • A mining company on its agreement with a telecommunications provider to enable the mining company's autonomous/driverless fleet of mining trucks

  • Energy producers and distributors on the outsourcing of their enterprise-wide information technology and cybersecurity services

  • Technology providers on their customer agreements for software, technology services, cloud solutions, cybersecurity solutions or system implementations

  • Various other clients in a range of industries who are leveraging "big data," mobile apps, blockchain and other innovative technologies to increase customer engagement and capitalize on new business opportunities

  • Ocado on an agreement to provide AI-powered fulfilment technology to McKesson Canada

Mergers and Acquisitions

  • Royal Bank of Canada on its C$13.5-billion acquisition of HSBC Bank of Canada

  • Kognitiv Corporation on its C$525-million acquisition of Aimia Inc.'s Loyalty Solutions business

  • Republic Financial Holdings Limited on its acquisition of Scotiabank (British Virgin Islands) Limited from The Bank of Nova Scotia

  • Kinder Morgan Canada on its proposed C$4.5-billion sale of the Trans Mountain Pipeline system and expansion project to the Government of Canada

  • Suncor Energy Inc. on the C$1.13-billion sale of its Petro-Canada lubricants division to HollyFrontier Corporation

  • The Bank of Nova Scotia on the sale of the business and assets of Roynat Lease Finance, a division of its subsidiary Roynat Inc., to Meridian Credit Union Limited

  • Standard Life on the C$4-billion sale of its Canadian insurance business to Manulife

  • Transamerica/AEGON on the C$600-million sale of its Canadian insurance business to Wilton Re, a subsidiary of the Canada Pension Plan Investment Board

  • Ericsson Canada on its acquisitions of Telcocell and ConceptWave Software

Awards & Recognition

David has been recognized as a leading lawyer in the following publications:

  • Chambers Global: The World's Leading Lawyers for Business 2024 (Information Technology)

  • Who's Who Legal: Global 2024 (Data – Information Technology)

  • The Best Lawyers in Canada 2024 (Technology Law)

  • The Legal 500 Canada – 2021–2024 (Technology)

  • Chambers Canada: Canada's Leading Lawyers for Business – 2020–2023 (Information Technology)

  • Thomson Reuters Stand-out Lawyers – Independently Rated Lawyers – 2020–2023 (As nominated by senior in-house counsel)
Professional Activities

David has served as chair of the Toronto Computer Lawyers' Group (TCLG), a conference co-chair and board member for the Canadian Technology Law Association (CAN-TECH) and an executive member of the Information Technology and Intellectual Property Law Section of the Ontario Bar Association.

Publications
Professional Appearances
  • Co-speaker : Proactive Cybersecurity: What You Need to Know to Protect and Thrive
    Intact Presentation, April 6, 2022.
  • Co-speaker : Proactive Cybersecurity: What You Need to Know to Protect and Thrive
    Bank of Nova Scotia Presentation, Virtual, December 14, 2021.
Media Activities
Education

Admitted to the Ontario Bar – 2010
JD, Osgoode Hall Law School – 2009
MBA, Schulich School of Business – 2009
BEngMgt (Electrical/Computer), McMaster University – 2005

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