Garth Myers

This decision concerns a carriage motion between two proposed securities class actions, Kennedy v. Akumin Inc. and Longair v. Akumin Inc., brought under the amended Class Proceedings Act, 1992.

The court applied the new s. 13.1 of the CPA, which mandates a focus on efficiency and likelihood of success in advancing class members' claims.

The Longair action proposed a broader class period, alleged more categories of misrepresentation, and named additional defendants, including the company's auditor.

The court found that the Longair action better advanced the goals of access to justice and behaviour modification by encompassing more viable claims and defendants, despite some reservations about the claim against the auditor.

Carriage was granted to the Longair action, and the Kennedy action was stayed.

The applicant, Gregory Zentner, sought certification of a class action against GFA World and related entities, alleging fraud and misappropriation of charitable donations.

The defendants brought a cross-motion for summary judgment to dismiss the claim on limitation grounds.

The court dismissed Zentner's motion for certification, finding that the pleadings did not disclose a cause of action because the donations were unencumbered gifts, meaning donors did not suffer a compensable loss recoverable through civil action.

The court also found insufficient factual basis for common issues, particularly regarding reliance and causation.

However, the defendants' summary judgment motion was also dismissed, as there remained a genuine issue requiring a trial concerning when Zentner discovered, or reasonably ought to have discovered, the material facts of his claim for limitation purposes.

The appellant appealed a decision refusing to certify her class proceeding for breach of fiduciary duty against her investment advisors.

The appellant argued that the advisors' professional rules and codes of ethics established a fiduciary relationship on a class-wide basis.

The Divisional Court dismissed the appeal, holding that an ad hoc fiduciary duty between a financial advisor and a client requires a multi-factor, case-by-case analysis, and cannot be established solely based on professional rules and ethical codes.

The plaintiff brought motions for approval of a class action settlement, plan of distribution, and class counsel fees in a securities class action alleging goodwill misrepresentation.

The court approved the settlement of US$3.65 million, finding it fair and reasonable given the significant risks of the litigation, including the primary market claims being potentially statute-barred and the defendants' dwindling insurance proceeds.

The court also approved the plan of distribution, the appointment of the settlement administrator and referee, and class counsel's 33% contingency fee of $1,353,246.25.

The plaintiff brought a motion to discontinue a proposed class action against Olympia Trust Company regarding a syndicated mortgage loan investment.

The plaintiff had subsequently commenced an Omnibus Action against the same defendant on behalf of investors in 54 projects, which included the claims from the immediate action.

The court granted the motion to discontinue the action without costs and without requiring notice to putative class members, finding that the immediate action was redundant and the class members' interests were protected by the Omnibus Action.

The plaintiffs in a class action against Kew Media Group Inc. and several individual defendants sought consent orders to streamline the litigation.

The corporate defendant was in insolvency proceedings with a stay in place.

The plaintiffs agreed to discontinue the action against five individual defendants, hold the case in abeyance against two others, and toll applicable limitation periods.

The court granted the consent orders for discontinuance, leave to proceed under the Securities Act, and certification under the Class Proceedings Act against the remaining individual defendants, finding the agreements made the case more efficient without adversely affecting class members.

The plaintiff brought a motion for leave to proceed with a secondary market securities class action under the Securities Act and a motion for certification under the Class Proceedings Act.

The claim alleged that the defendant cannabis company and its directors made thousands of misrepresentations regarding revenue recognition, which were later corrected in restated financial statements.

The court dismissed the motion for leave, finding no reasonable possibility that the plaintiff could prove the alleged misrepresentations had a material impact on the share price.

Consequently, the court also dismissed the certification motion, as the pleadings failed to disclose a viable cause of action for the remaining common law and oppression claims.

The Osgoode Investor Protection Clinic sought leave to intervene as a friend of the court in an appeal concerning the interpretation of the Securities Act, specifically "public corrections" and the test for leave for secondary market misrepresentation claims.

The appellant took no position, while the respondents opposed the motion.

The court dismissed the motion, finding that the Clinic's proposed arguments essentially mirrored those of the appellant and that its close relationship with the appellant's counsel undermined the appearance of impartiality required for a "friend of the court" thus failing to demonstrate a useful contribution without causing injustice or imbalance.

The plaintiff brought a motion to certify a class action against her investment advisors and related corporations, alleging breach of fiduciary duty, knowing assistance, knowing receipt, breach of contract, and oppression in relation to the sale of promissory notes.

The court dismissed the certification motion, finding that the claims did not satisfy the cause of action, common issues, and preferable procedure criteria under the Class Proceedings Act, 1992.

The court held that the existence of a fiduciary duty and any breach thereof would require individualized assessments, and that the secondary claims for knowing assistance and knowing receipt were similarly flawed and lacked a basis in fact.

A case conference was held to determine the sequencing and scheduling of proceedings leading up to the leave and certification motions.

The parties agreed on consent to have both motions heard at the same time and established a timetable for the exchange of materials, cross-examinations, and factums, with hearing dates set for June 7-9, 2021.

The plaintiffs in a proposed securities class action brought a motion for approval of a third-party Adverse Costs Indemnity and Funding Agreement with Camac Partners LLC.

The agreement provided up to $800,000 in adverse costs indemnity and $125,000 in disbursement funding in exchange for 10% of the net recovery, capped at $4 million.

The defendants did not oppose the motion.

The court approved the agreement, finding its terms fair, reasonable, and necessary to provide access to justice for the plaintiffs and the proposed class.

The plaintiff in a proposed securities class action sought an "exclusivity order" to prevent other actions on the same subject matter from being commenced in Ontario without leave of the court.

The defendants did not object.

The court denied the request, emphasizing that Ontario's established procedure for managing competing class actions involves a "carriage motion" once rival claims emerge, rather than a pre-emptive exclusivity order.

The court distinguished the Federal Court's "inclusivity order" in Heyder v. Canada (Attorney General) as not overriding Ontario's endorsed approach.

This appeal concerned the proper calculation of cost-of-living adjustments under a pension plan, specifically the rounding policy for the annual percentage increase in the Consumer Price Index (CPI).

The motion judge had found the respondents were entitled to round the CPI increase to two decimal points (1.49%), resulting in a 1% pension increase.

The appellant argued the plan required adherence to Statistics Canada's one-decimal policy (1.5%), which would result in a 2% pension increase.

The Court of Appeal found the motion judge made a palpable and overriding error of fact by ignoring uncontradicted evidence that the two-decimal rounding provision in the plan would still have meaning even with the Statistics Canada one-decimal policy for the Pension Index, particularly for recently retired pensioners.

The court held that the plan's language required adopting Statistics Canada's one-decimal policy for both the annual percentage increase and the CPI.

The appeal was allowed, and summary judgment was granted in favour of the appellant, leading to a 2% pension increase for 2017.

The plaintiffs, trustees of a pension fund, commenced a class action in Ontario and a similar one in Federal Court.

Settlements were reached with some defendants in the Federal Court action.

The plaintiffs sought court approval to discontinue the Ontario action, with prejudice and without costs, in favour of the Federal Court proceedings.

The court granted the motion, finding no prejudice to putative class members as their claims would continue in the Federal Court, and that discontinuing the Ontario action would avoid a multiplicity of proceedings.

The court issued a supplementary endorsement to correct two points from its previous reasons for judgment granting certification and summary judgment dismissing the action.

On consent of the parties, the court revised the class definition regarding the defined benefit indexation payment increase from the pension plan.

The court also clarified that only the employer, and not the other defendants, owed a fiduciary duty to the plaintiff in the administration of the plan.

The plaintiff, a pensioner, brought a proposed class action alleging that the employer miscalculated the 2017 cost of living increase for pension payments, negatively affecting all subsequent years.

The plaintiff sought certification of the class proceeding and summary judgment for breach of contract, breach of trust, and breach of fiduciary duty.

The court certified the action as a class proceeding, finding it met all criteria under the Class Proceedings Act.

However, on the merits, the court granted summary judgment in favour of the defendants, concluding that the employer's interpretation of the pension plan's rounding provisions was correct and no breach of duty occurred.

The plaintiff in a proposed class action moved to introduce Pension Information Committee Reports from 1998 to the present as late-filed evidence, after cross-examinations had been completed.

The defendants objected but suggested that if the reports were admitted, the annual pension statements for the same years should also be admitted.

The court applied the test for late-filed evidence, finding the documents relevant, non-prejudicial as they were the defendants' own records, and reasonably omitted initially.

The court granted the motion, admitting both the reports and the annual statements in the interests of justice.

The plaintiff, Haidar Omarali, brought a motion for summary judgment on 13 certified common issues in a class action against Just Energy Group Inc., Just Energy Corp., and Just Energy Ontario LP.

The core issues concerned whether the defendants' 8000 sales agents were employees or independent contractors under the Employment Standards Act, 2000, and if employees, whether they were exempt as outside salespersons or fell within the "route salesperson" exception.

The court found diametrically conflicting evidence regarding the level of control exercised by the defendants over the sales agents, raising serious credibility issues and requiring substantial clarification.

Due to these evidentiary conflicts, the insufficiency of evidence to make class-wide determinations, and the preclusion of a "mini-trial" approaching the dimensions of a full trial by s. 34(3) of the Class Proceedings Act, the motion for summary judgment was dismissed.

All 13 common issues were directed to proceed to a focused trial.

Class counsel moved for an order approving the form and content of the notice of certification and a litigation timetable in a class proceeding concerning former residents of Ontario Training Schools.

The defendant consented to both orders.

The court approved the litigation timetable and the notice of certification, subject to specific modifications regarding the publication list and the development of balanced training materials for independent legal advice providers.

The court emphasized the need for clear, balanced advice on opting out.

The appellant appealed an order dismissing a motion for certification of a class proceeding against the respondents for alleged systemic negligence in connection with overcharging for electricity supply caused by a new billing system.

The Divisional Court upheld the motion judge's finding that there was no common harm to the class, as the alleged systemic negligence produced a multiplicity of errors that were harmful, neutral, or beneficial to different class members.

The court concluded that the proposed common issues were not substantial ingredients of each class member's claim and that a class action was not the preferable procedure.

The appeal was dismissed.