• Advised EnStream on multiple aspects of the development, structuring and launch of the mobile money transfer, payment and pre-paid bank card service known as "Zoompass". EnStream LP is a mobile commerce joint venture company owned by Canada's three leading wireless operators. Zoompass will dramatically change mobile telecom and payment services in Canada, allowing a fast and convenient way to send and receive money securely using a mobile phone
• Advised a publicly traded global leader in integrated IT solutions and e-processing for financial services, on their acquisition of a leading global software development company that develops and supplies on-line trading and financial data distribution systems, services and technology to some of the world's largest brokerage firms, as well as on their software licensing and service bureau agreements for their products, data distribution agreements with exchanges and other financial data providers, corporate securities, employment and general corporate matters and privacy issues regarding the collection, use and disclosure of personal financial information.
• Advised a publicly traded provider of software and networks that enable global, direct access routing and execution of trades for financial institutions in the United States, Canada and Europe, on software licensing and support.
• Represented a leading provider of Web services software solutions for the world's banking, manufacturing, and equipment finance markets, in successfully negotiating a software license with one of the largest, publicly traded, bank-based financial services companies in the U.S.
• Advised one of Canada's leading wealth management companies that manages and administers more than $16.5 billion of financial assets, while employing over 1,000 people, on IT services and confidentiality agreements, software development, hosting and licensing agreements.
• Advised a leading North American financial institution on the launch of its information password and firewall protected 128-bit encryption secure Internet access system for initiating, tracking and receiving information regarding letters of credit via the Internet.
• Represented a leading North American financial institution in successfully negotiating their web-based application development and services agreement for the on-line adjudication of mortgage applications, with a provider of hardware, software and professional services end user solutions that facilitate the flow of data in mortgage-related industries.
• Represented a global financial services company, in a joint venture arrangement with one of the largest financial services providers in North America.
• Advised a global financial services company on their outsourcing and software maintenance agreements.
• Represented the world's largest and only global share registry, and a leading provider of financial market services and technology to the global securities industry in successfully negotiating an agreement with a provider of capital market products and services to corporate, government and institutional clients in five key areas of finance: Investment Banking, Debt Capital Markets, Institutional Equities, Private Equity and Foreign Exchange.
• Advised a leading provider of financial market services and technology to the global securities industry, on IT consulting, development arid services agreements.
• Advised a global investment bank on several electronic trading system agreements, including a development and licensing agreement, distribution agreement, broker trading, electronic order routing and management software license and data exchange agreement.
• Advised a provider of insurance and other non-financial services to Canadian financial co-operatives, credit unions and caisses populaires and their members, on software development, licensing and maintenance.
• Advised a finance funding portal, which connects automotive dealers with financial institutions and other after-market suppliers through a single application over the Internet, on their on-line access terms and agreements with financing companies and dealers using a B2B exchange.
• Represented a leading North American financial institution in the sale of their Interac POS hardware and software business to a leader in providing electronic payment solutions to global markets.
• Advised on overseas institutional brokerage on electronic transactions processing and on-line trading in Canada.
• Advised Goodman & Company on IT outsourcing contracts.
• Advised Dundee Wealth Management on IT services contracts.
• Represented Bank of Tokyo on IT contracts.
• Advised Mitsubishi Canada on software licensing.