Kelly Morris

Kelly Morris stands out in the realm of insurance corporate and regulatory law, alongside her adept handling of privacy, data security, and anti-spam legislation. Her consultancy spans a broad spectrum, assisting both local and international entities like insurers, reinsurers, financial institutions, and various intermediaries through the complexities of their operations.

Her expertise includes guiding insurance-related entities through the processes of formation, organization, licensing, and governance. Kelly's adeptness also covers navigating the entry of foreign insurers into the Canadian market, addressing distribution, outsourcing issues, and managing the acquisition, book of business transfers, and cessation of insurers.

Kelly's proficiency extends to drafting insurance policies, reviewing marketing materials for compliance, and ensuring adherence to privacy laws and anti-spam regulations. Her knowledge in market conduct and near-insurance products, such as warranties, further enhances her portfolio of services.

Among her notable contributions is her role as regulatory and tax counsel in Intact Financial's monumental acquisition of The Guarantee Company of North America and Frank Cowan Company Limited, underscoring her pivotal role in significant industry transactions.

Her recognition by Chambers Canada and The Legal 500 as a leading figure in insurance law underscores her prowess and influential position in the field. Kelly's insights into legislative changes affecting the financial sector, including the Retail Payment Activities Act Regulations, reflect her commitment to staying at the forefront of legal and regulatory developments.

Before her current role, Kelly's experience as in-house counsel and chief privacy officer for a third-party insurance and investment program administrator provided her with a unique perspective on the industry's challenges and opportunities.

Armed with an LLB from the University of Toronto and admission to the Ontario Bar, Kelly's career is a testament to her profound impact on the insurance sector, marked by her dedication to excellence and comprehensive legal support to her clients.