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Biography

Spotlight

Lisa's "excellent technical knowledge" draws considerable praise from interviewees, who go on to say that "she is very thorough and easy to work with."

- Chambers Canada, 2018 Guide

Lisa is a partner in the firm’s Pensions and Employee Benefits Group and Protection of Privacy and Freedom of Information Group.

Pension and Employee Benefits

Lisa’s pension and employee benefits practice has a special emphasis on multi-employer pension plans and health and welfare trusts, usually sponsored for specific industries. Lisa represents dozens of board of trustees and corporate plan sponsors in both the public and private sector and in a wide variety of industries.

Lisa provides advice and strategic support to boards of trustees, sponsors of pension and employee benefits plans and administration teams in respect of the interpretation and amendment of plan texts, the application of the governing legal principles and provincial and federal legislation and also on the day to day issues that arise with these plans. Through her pension practice Lisa works regularly with the Financial Institutions Commission of BC and other regulatory agencies.

Lisa manages and provides strategic support and risk assessment to her clients on complex pension and employee benefit litigation, including class actions.

Privacy Law

Lisa is the firm’s privacy law and document retention specialist and works regularly with clients to comply with applicable privacy legislation and to find and implement creative solutions to privacy issues as they arise. Lisa works regularly with the Personal Information and Protection Act (British Columbia), the Personal Information Protection and Electronic Documents Act (Canada), and the Freedom of Information and Protection of Privacy Act (British Columbia).

Lisa clerked for the Supreme Court of British Columbia before joining Lawson Lundell LLP.

Professional Activities

  • The Law Society of British Columbia, Member
  • Canadian Bar Association: Pensions and Benefits, (Former Chair/ Former Secretary)
  • Canadian Pension and Benefits Institute, Member
  • International Foundation of Employee Benefit Plans, Member; Canadian Legal/Legislative and Public Sector, Committee Member

Recognitions & Rankings

Recognitions & Rankings

  • Chambers Canada: recognized in the Pensions & Benefits (Canada) category
  • Canadian Legal Lexpert Directory: repeatedly recommended as a Leading Practitioner for Pensions and Employee Benefits (Employer)
  • Martindale-Hubbell International Law Directory: BV Peer Review rated

Experience

Experience

Lisa’s pensions and employee benefits experience includes:

  • Advising various clients on changes in BC and AB pension plan legislation to ensure compliance with new regulations.
  • Negotiating investment management agreements
  • Negotiating a buy-in annuity purchase on behalf of a pension plan sponsor
  • Establishing and overseeing governance of a multi-employer, non-collectively bargained pension plan
  • Merging pension plans sponsored by one corporate entity
  • Acting for a company determining whether changes can be made to the program of post-retirement group benefits
  • Representing a multi-employer pension plan recover withdrawal obligations from a former participating employer
  • Acting for a company seeking to add new members to an existing pension plan
  • Advising a health and welfare trust on a range of privacy issues, drafting requisite forms and negotiating with service providers
  • Negotiating trust and custodial agreements and obtaining necessary regulatory approvals
  • Drafting opinions on the tax rules that apply to pension plans and health and welfare trusts
  • Representing trustees and other administrators in litigation matters including disputes among competing beneficiaries
  • Drafting and amending plan texts for pension plans and health and welfare plans
  • Drafting policies for plan administrators, including conflict of interest policies and other governance policies
  • Drafting legal opinions on a variety of topics including: vesting, fiduciary, obligations, and privacy issues
  • Negotiating group benefit arrangements

Lisa’s recent services in the area of privacy law and document retention include:

  • Drafting and finalizing privacy policies for numerous clients in both the private and public spheres
  • Drafting consent language and authorization forms to permit the collection, use and disclosure of personal information
  • Responding to specific privacy questions and concerns
  • Drafting and finalizing document retention policies that comply with applicable law
  • Representing clients in applications to the Privacy Commissioner of BC
  • Consideration and application of Canada’s Anti-Spam Legislation (CASL)

News & Publications

News & Publications

Speaking Engagements

Speaking Engagements

  • "Exploring the Unique Ethical and Professional Issues Faced by Pension Lawyers", CBA Law Series - Spring 2018, Webinar, April 25, 2018, Co-Speaker
  • "Hot pension topics: Legal and actuarial perspectives", 2018 Pension Leadership Forum, Facing Challenges, Finding Solutions, Shareholder Association for Research & Education (SHARE), Vancouver BC, February 22, 2018, Co-Speaker
  • “Canada Legal / Legislative Update”, International Society of Certified Employee Benefit Specialists 36th Annual ISCEBS Symposium, Denver, Colorado, (September 18, 2017), Speaker
  • “Legal/Legislative Update—Western Canada”, International Foundation of Employee Benefit Plans 50th Annual Canadian Employee Benefits Conference, Montréal, Québec (August 21, 2017), Speaker
  • "Featured Presentation – Legal/Legislative Developments Across Canada", International Foundation of Employee Benefit Plans 50th Annual Canadian Employee Benefits Conference, Montréal, Québec (August 21, 2017), Panelist
  • “Pension Law and Fiduciary Duties”, SHARE's Boot Camp, Shareholder Association for Research & Education (SHARE), Vancouver BC (February 23, 2017), Speaker
  • "Featured Presentation – Legal/Legislative Developments Across Canada", International Foundation of Employee Benefit Plans 49th Annual Canadian Employee Benefits Conference, San Diego, CA (November 21, 2016), Panelist
  • “Legal/Legislative Update—Western Canada”, International Foundation of Employee Benefit Plans 49th Annual Canadian Employee Benefits Conference, San Diego, CA (November 21, 2016), Speaker
  • “Canadian Legal Update”, International Society of Certified Employee Benefit Specialists 35th Annual Symposium, Baltimore, Maryland (September 20, 2016), Speaker
  • "Change in the Legal Landscape", Association of Canadian Pension Management National Conference, Kelowna, BC (September 17, 2015), Speaker
  • "Canadian Legal Update", International Society of Certified Employee Benefits Specialists Symposium, Vancouver, BC (August 25, 2015), Speaker
  • “Canadian Legal Update”, International Society of Certified Employee Benefit Specialists 33rd Annual Symposium, Phoenix, Arizona (September 7, 2014), Speaker
  • "Application of CASL", Presentation to Victoria Advanced Technology Council (VIATeC), Victoria, BC (June 4, 2014), Speaker
  • "Cross Country Legislative Update", Canadian Legal and Legislative Update Conference, Ottawa, ON (May 29, 2014), Speaker
  • "Privacy and Record Management for Pension & Benefit Plans", Essential Tasks of Pension and Benefit Plan Trustees, Vancouver, BC (February 26, 2014), Speaker
  • "You Be The Judge", Canadian Pension and Benefits Institute Western Regional Conference, Whistler, BC (October 11, 2013), Speaker
  • "2013 Legal and Legislative Update", The Changing Landscape for Trustees and Administrators, BC Building Trades 35th Annual Pension, Health & Welfare Seminar, Burnaby, BC (October 9, 2013), Speaker
  • "Liability and the Fiduciary" and "Trust Law Basics", 21st Essential Skills for Pension Committee Members, Speaker
  • "Legal & Legislative Update", The International Foundation’s Canadian Legal and Legislative Conference, Victoria, BC, (May 24-25, 2012), Speaker
  • "Pension Plan Solvency", CPBI Continuing Education Session, Vancouver, BC (April 25, 2012), Speaker
  • "Assessing & Managing Conflicts of Interest", 7th Pension Law & Litigation Course, Federated Press, Vancouver, BC, (March 12-13, 2012), Speaker
  • "Liability and the Trustee"7th Pension Law & Litigation Course, Federated Press, Vancouver, BC (March 12-13, 2012), Speaker
  • "Pension Plan Funding"Pension Funding and Current Issues, Canadian Pension and Benefits Institute, Victoria, BC (February 22, 2011) , Speaker
  • "Managing Service Provider Contracts"16th Essential Skills for Pension Committee Members, Federated Press, Vancouver, BC (November 8-9, 2010), Course Leader
  • "Assessing and Managing Conflicts of Interest"5th Pension Law & Litigation Course, Federated Press, Vancouver, BC (March 17-18, 2010), Speaker
  • "Plan Design in Difficult Times"Pension Basics - Beyond the Basics Continuing Education Series, Canadian Pension and Benefits Institute, Burnaby, BC (January 20, 2010), Speaker
  • “The Funding Fiasco: What you can do when Faced with Staggering Pension Funding Obligations”Practical Tips for Tough Economic Times Seminar, Vancouver, BC (May 20, 2009), Speaker
  • "Foundations for Trustees"International Foundation of Employee Benefit Plans, Vancouver, BC (June 23, 2008), Speaker
  • “Fiduciary Obligations and Liability” Federated Press, Vancouver, BC (December 20, 2007) , Speaker
  • “Introduction to Trust Responsibility” International Foundation of Employee Benefits Plans, Vancouver, BC (September 27, 2007), Speaker
  • “Pension Division on Marital Breakdown: An Introduction” Canadian Pension and Benefits Institute, Continuing Education Series (February 5, 2003) , Speaker
Lisa Chamzuk, Lawson Lundell Photo
Vancouver
t 604.631.6732
f 604.669.1620

Assistant Contact

Bar Admissions

  • British Columbia (2002)

Education

Simon Fraser University (B.A., 1996)

University of Victoria (LL.B., 2000)

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