David A. Bertschi Partner

Transcription

1 David A. Bertschi Partner T: F: Education B.A., Carleton University, Ottawa, Ontario (1980) LL.B., University of Windsor, Windsor, Ontario (1983) Called to the Bar 1985 Areas of Practice Insurance Litigation Commercial Litigation Corporate Litigation Practice Summary For over 31 years David has restricted his practice to insurance disputes and related litigation. He advises insurers, self- insured corporations, non- profit organizations, small and medium businesses and individuals on insurance, commercial, employment and human rights litigation. David has acted as Counsel at Trial on coverage issues and in personal injury, accident benefits, property and casualty, commercial general liability, fire, fidelity, excess and reinsurance as well as in life and disability claims. He continues to act as trial and coverage counsel on complex multi-party, multijurisdictional catastrophic losses. David has the expertise to quickly identify key issues and fully develop appropriate strategies to successfully advance our client's position on any insurance, inter-jurisdictional, commercial or civil litigation related dispute. Fluently bilingual, David is also an Accredited Mediator which he uses daily in negotiating on behalf of the firm's clients in court connected or private mediations, arbitrations and neutral evaluations. David is committed to finding the most cost-effective resolution for our clients which include local, national, and international insurance and reinsurance carriers and self insured companies. Reflecting on his substantial experience in insurance litigation, David has been invited to write and speak on complex issues of interest to insurers and self-insured corporate clients. He has spoken on such cutting edge topics as the use of DNA in the Insurance Industry, Catastrophic Impairment and the AMA Guides, Aggravated and Punitive Damages, Employer and Commercial Host Liability, Uninsured and Underinsured Liability, Forum Non- Conveniens, and on Spoilation in the Trucking Industry. David has spoken at the request of the Advocate s Society on the Art of Cross-Examination and on several Insurance matters by: The Law Society of Upper Canada, The Ontario Bar Association, the Canadian Society of Medical Evaluators, The Canadian Chamber of Commerce, Canadian Defence Lawyers, The Federation of Defence & Corporate Counsel, the Canadian and the International Association of Life Care Planners. David has also spoken at a number of higher learning institutions including at Carleton University, the University of Ottawa, the University of Windsor, the Richard Ivey School of Business at the University of Western Ontario, Memorial University and at Dalhousie University. David also taught courses in Business Law at Carleton University, on Civil Procedure at the Bar Admission Course for the Law Society of Upper Canada and at the International Institute for Research and at the Advocates Society on the Art of Cross-Examination. David's high-profile role as a speaker and writer ensures that he is familiar with the most recent decisions and the latest trends in Insurance and Commercial law so that he can deal with his clients' problems in the most effective manner to their satisfaction Blair Place Ottawa, ON K1J 9B9

2 David is an experienced advocate and has appeared before a variety of judicial and administrative Boards, Tribunals, and Arbitration Panels. David is a former part-time Assistant Crown Attorney and Ontario Human Rights Tribunal Prosecutor. David has appeared before all levels of the Trial and Appellate Courts in Ontario and at the Federal Court of Appeal. Advocacy Affiliations Canadian Defence Lawyers (President, 2015) Federation of Defense & Corporate Counsel (International Practice and Law Section - Chair ( ) Ontario Bar Association (Board of Directors for the Insurance Section, ) Advocates Society Carleton County Law Association l'association des juristes d'expression française de l'ontario Defence Research Institute (U.S.) - Insurance & International Law Committees Selected Papers and Seminars Delivered Speaker, Litigating Chronic Pain Defense Perspective, The Canadian Society of Medical Evaluators Symposium on Chronic Pain, Toronto, September 30, Speaker, Amendments to the Ontario Insurance Act: The significant impact which these changes will have on the valuation and processing of Catastrophic Personal Injuries and Statutory Accident Benefit claims in Ontario." Presentation to Head Office Claims for Canada, Old Republic Insurance Company, Hamilton, Ontario, March, Speaker, "Changes to the Insurance Act of Ontario: The significant impact that the upcoming changes to the Insurance Act will have on Ontario motorists, injured parties and the Insurance Industry, London Life, Eastern Regional Head Office, Ottawa. February, Speaker, Inter-jurisdictional issues in Tort" Canadian Defence Lawyers, Annual Best Defence Symposium at The Terminal City Club, in Vancouver, British Columbia. September, Speaker and panelist, Legal and Medical update and the impact of FSCO s recently released report Enabling Recovery from Common Traffic Injuries: A focus on the Injured Person" on Personal Injury and Statutory Accident Benefit claimants." SCM Health Solutions, 3rd Annual Industry Leadership Seminar, Toronto, August, CDL Spokesperson, Ministry of Finance of Ontario Changes to the Insurance Act, Toronto, June 2015 Program Chair and Speaker, Top 10 Canadian Insurance Cases of 2015, Canadian Defence Lawyers AGM, Toronto, June 2015 Speaker, 2014 Ontario Higher Education Risk Management Symposium, Algonquin College, Ottawa, May, 2014 Guest Speaker, Protecting your practice and reputation from disgruntled patients in the 21st Century, Ottawa Dental Association, Ottawa, February, Speaker & Co-Host, A Primer for Litigating Cross-Border Insurance and Product Liability Disputes, Toronto, November, Blair Place Ottawa, ON K1J 9B9

3 Selected Papers and Seminars Delivered (continued) Chair and Moderator, "Preparing and Eliciting Expert Testimony at Trial", Canadian Defence Lawyers Symposium, Ottawa, Canada, May, Author, Contributor to the A.S.K. - Advisors Seeking Knowledge A Comprehensive Guide to Succession and Estate Planning (LexisNexis, 2013). Referred to as The Dr Spock reference for succession planning experts, public accountants and the wealth management communities, David wrote and edited the A.S.K s chapter on Insurance Law [2013]. Speaker, Preparing for Expert Testimony, Canadian Society of Medical Evaluators, Ottawa, Ontario, Friday, November, Speaker and Panelist, "Traumatic Brain and Other Related Sports Injuries: the Canadian Legal Perspective." The Federation of Defense & Corporate Counsel, Summer Conference, Plenary session, British Columbia, August, Moderator and Panelist, Conflict of Laws: An Update on Forum non Conveniens The Federation of Defense & Corporate Counsel, International Practice and Substantive Law Section Meetings, British Columbia, July, Speaker and Panelist, The Virtual Cocktail Party-Marketing your Practice, ADR & International and Substantial Law Practice Section Meetings, Phoenix, Arizona, February, Speaker and Panelist, The Evolution of the Statutory Accident Benefit Schedule-First Party Benefits in Motor Vehicle Accident Claims, The Canadian Society of Medical Evaluators Toronto, November, Speaker, "How to succeed when applying Ontario's new Rules of Civil Procedure to Expert Evidence [and other miscellany]." Canadian Defence Lawyers, Annual Continuing Legal Education Symposium, Vancouver, British Columbia, September, Speaker, Moderator and Panelist, International Commercial Arbitration". Federation of Defense and Corporate Counsel, International Practice and Substantial Law section, Williamsburg Virginia, July, Speaker and moderator, "Update on Forum Non-Conveniens" Federation of Defence & Corporate Counsel, International Practice and Substantial Law section, Williamsburg Virginia, July, Speaker, "Canadian law and NAFTA; Can Oil, Gas and Water in Canada and the United States Really Mix? Federation of Defence & Corporate Counsel, Plenary session, Indian Wells, California, March 3, Speaker, Understanding the Myths and the Realities of the business of the practice of law, Ontario Bar Association Young lawyers division, Ottawa, February, Speaker, "Subrogation and Spoliation ASAP, Education and Training Resources Session, Ottawa, December, Program Chair and Moderator "Insurance Law: A practical guide to Expert Opinion under the new Rules of Civil Procedure", Ontario Bar Association, Toronto, Ontario, November, Keynote speaker, "The need for National IME standards". Canadian Society of Medical Evaluators, 2010 an Authoritative Insurance Update. Toronto, Ontario, November, Blair Place Ottawa, ON K1J 9B9

4 Selected Papers and Seminars Delivered (continued) Paper, The new Rules of Civil Procedure in Ontario and their applicability to Life Care Planners testifying in Canada Advice for the Life Care Planners who prepare reports and testify at Trial or Arbitration International Symposium for Life care planning, Orlando, September, Speaker and Panelist, Sex Lies and Videotapes - Cyber Liability in a Digital World -Federation of Defence & Corporate Counsel, summer meeting - Plenary session, Munich, Germany, July, Speaker, A Look at the Top Ten Cases in Canada; Foretelling Things to Come, Annual General Meeting and Conference, Canadian Defence Lawyers, Toronto, Canada. June, Speaker and Panelist, The New Rules of Civil Procedure and the Proposed Changes to the Statutory Accident Benefits Schedule, Gore Mutual Insurance Company, Seminar for claims management and claims personnel, Cambridge, Ontario, March, Speaker and Panelist, Bodily Injury Claims and the Current Automobile Scheme in Ontario, the Duty of Insurers, Advanced Payments, Litigation, Mediation, Joint and Several Liability, Protected Defendants and the Statutory Accident Benefits Schedule, Mutual Insurers Association of Canada AGM, Cambridge, Ontario, March, Speaker and Panelist, "Protecting the Corporate defendant north of the 49th parallel", FDCC - Trial tactics, International Practice and Substantive Law Section meeting, Orlando, Florida, February, Speaker, Testifying as an expert in the Canadian legal system - International Symposium on Life Care Planning, Chicago, September, Speaker and Moderator, Forum Non- Conveniens around the World. Substantive Law Section meetings of the Federation of Defence & Corporate Counsel, Virginia, July, Author, Insurance Law Primer - The T.A.S.K. - The Trusted Advisor's Survival Kit - published by Lexis Nexis Referred to as an authorative reference for succession planning experts, public accountants and wealth management communities, David wrote and edited the T.A.S.K s chapter on Insurance Law (2009). Speaker and Panelist, Revision to the Rule of Civil Procedure in Ontario and their impact on Productions and Privilege and Collateral Benefit Deductibility. - Belair Insurance - Seminar for claims management and claims personnel, Ottawa, April, Speaker and Panelist, Current trends and pitfalls in Canadian Transportation Cases Substantive Law Section Meetings of FDCC, Hawaii, February, Speaker, Commercial General Liability Policies - Ottawa Valley Adjusters Association, Mid-Winter Meeting, Ottawa, February, Speaker, Managing litigation and risk exposure, Carleton University, Ottawa, Ontario, November, Speaker and Panelist with Dr. Arthur Amies, Dr. Ken Reesor and J. Simmons at the Catastrophic Impairment Determination and the AMA Guides Conference, Sudbury, Ontario, October Speaker, Expert Witness, Direct Examination and the Wave of the Future", Canadian Defense Lawyers, Trial Tactics Conference, What you must know to win from Ontario s Top Defence Counsel, Toronto, Canada, October, Blair Place Ottawa, ON K1J 9B9

5 Selected Papers and Seminars Delivered (continued) Speaker, Condominium Corporation Liability, Presentation on Practical and Legal Strategies for Condominium Corporations, Directors and Managers, Ottawa, Canada, September, Speaker and Panelist, Crafting winning responses to RFP s. Management, Economics and International Law Practice Section, Federation of Defence & Corporate Counsel Conference, Banff, Alberta, Canada. August, Speaker and Panelist, Emerging Issues in Damages, Hot topics in Motor Vehicle Insurance Law, hosted by the Law Society of Upper Canada, the Ontario Bar Association, the University of Ottawa and The Carleton County Law Association - Ottawa, May Speaker, Review of Current Case Law at the Catastrophic Impairment, Determination and the AMA Guides Conference, Ottawa, December, Speaker, Preparing the Expert for Trial, Chiropractic Association, Annual General Meeting, Ottawa, November, Speaker, How to Avoid Bad Faith Exposure - Ontario Insurance Adjusters Association -Annual General Meeting - Ottawa, Canada, June, Speaker, Developments in Extra-Contractual liability, Property and Casualty Insurer, Ottawa, Canada, August, Speaker and Moderator, How to avoid Bad Faith exposure for both you and your employer when working in the Insurance industry. Ontario Insurance Adjusters Association, Annual Out-of-town meeting, Ottawa, June, Speaker, Alcohol Liability in Ontario Legal Talk-Radio Chin, Ottawa, April, Speaker, Punitive and Aggravated damages- adjuster liability, Paper presented to the Ottawa Valley Adjusters Association in Ottawa, Canada on January, Speaker, Social, Employment and Commercial Host Liability in the University Setting, Paper presented to the Canadian Association of University Solicitors in Kingston, Ontario, Canada, September, Speaker and Panelist, Bad Faith Litigation in Canada presented to Claims management personnel at ING, Ottawa, August, Speaker, Extra-Contractual Liability is on the Horizon, paper presented at the Out of Country Health Coverage Seminar sponsored by Optimum Re Insurance, Toronto, Ontario, Canada, May, Speaker, Commercial and Social Host Liability, paper presented to the Insurance Broker Association, Ottawa, Ontario, Canada, March, Speaker, A Primer for Navigating the Congestion of the Uninsured, Underinsured and Unidentified Motorist Cover, paper presented at the Ontario Bar Association, Hot Topics in Motor Vehicle Insurance Law Conference, Toronto, Canada, November, Speaker, Problems with Reinsurance in the Canadian context EU-LEX Conference, Toronto, Canada, October, Speaker and Panelist, Aggravated and Punitive Damages Canadian Defence Lawyers Symposium on A Primer for Litigating Disability Claims, Toronto, February Blair Place Ottawa, ON K1J 9B9

6 Selected Papers and Seminars Delivered (continued) Speaker and panelist, Canada s new privacy law - PIPEDA, Commercial and Social Host Liability, papers presented at the Canadian University Reciprocal Insurance Exchange Conference, Carleton University, Ottawa, November, Speaker and Panelist, Legal Issues for Life Care Planners, paper presented to the Canadian Institute of Life Care Planners at the Sprott School of Business, Carleton University, Ottawa, Ontario, Canada, September, Speaker and Panelist, Canada's new Privacy Act, PIPEDA, Ottawa Valley Adjusters Association, Ottawa, Canada, April, Speaker, PIPEDA and the Insurance Industry, Royal Sun Alliance claims management and personnel, Ottawa, Canada, February, Speaker and Panelist, Bill 198: Ontario's Amendments to the Insurance Act: the next Mutation- Challenges and Pitfalls Carleton County Law Association Civil Litigation Symposium practical skills for the litigator, Montebello, Quebec, November, Guest Speaker, Bad Faith Claims: The Development of a Distinctive Canadian Approach or California North, Commercial Litigation Conference, Insight Publications, Hyatt Regency in Vancouver, B.C., September, Speaker, Practical legal considerations for Rehabilitation practitioners in the 21st Century, Canadian Association Rehabilitation Professionals, Ottawa, March, Speaker, Risk Management and Ontario Universities, Ontario University Risk Management Workshop, Canadian University Reciprocal Insurance Exchange, Ottawa, November, Presenter, Commercial and Social Host Liability, Transportation Association of Canada, Ottawa, November, Presenter, Stock Broker Liability, National Bank Financial, Ottawa, Canada, August, 2003 and October, Speaker, Alcohol Liability in Ontario - current issues relating to Social Hosts and Occupier's Liability Insight Professional Seminars for Risk Managers, Claims personnel and lawyers, Toronto, November, Speaker, Social Host and Ontario Motor Vehicle Law, paper presented to claims representatives of the Insurance Corporation of British Columbia, September, Representative Work For a listing of the numerous cases in which Mr. Bertschi has successfully acted for clients, please contact David Bertschi at dbertschi@boslaw.ca For a further listing of speaking engagements and papers presented by David Bertschi, including : Breaking new ground the use of DNA in the Insurance Industry, Insurance Law for Condominium Corporation's, Director and Owners liability : "The interplay between the Workers Safety Insurance Board and the Insurance Act", " Inter jurisdictional claims", " Extra contractual Liability" and "The effective use of surveillance in litigation", please contact David by at dbertschi@boslaw.ca. or by phone at Blair Place Ottawa, ON K1J 9B9

7 David A. Bertschi Associé Fondateur T: F: Diplômes L.L.B., Université de Windsor, Windsor, Ontario (1983) B.A., Université Carleton, Ottawa, Ontario (1980) Admission au Barreau: 1985 Domaines de pratique Litige en assurance Litige commercial et corporatif Litige en construction Litige en droit de l emploi Résumé de la pratique Pendant 30 ans, David a limité sa pratique au droit des assurances et aux litiges connexes. Il conseille les assureurs, les sociétés autoassurées, les organisations à but non lucratif, les petites et moyennes entreprises et les particuliers sur les litiges commerciaux et les litiges en matière d assurance, d emploi et de droits de la personne. David a agi en qualité de conseiller juridique sur les questions de couverture et les questions touchant les préjudices personnels, l assurance individuelle, l assurance IARD, l assurance de la responsabilité civile entreprise, l assurance de la responsabilité des produits, l assurance de la responsabilité en matière de construction, l assurance des chaudières, l assurance couvrant la responsabilité des administrateurs et dirigeants et la négligence professionnelle, l assurance incendie, l assurance détournement et vol, l assurance de risques successifs et la réassurance ainsi que les sinistres vie et invalidité. Il continue d agir en qualité d avocat plaideur et de conseiller en matière de couverture dans les litiges complexes mettant en cause plusieurs parties ou plusieurs juridictions ou concernant des sinistres graves et catastrophiques. David possède l expertise voulue pour déterminer rapidement les enjeux clés et élaborer des stratégies qui permettent de faire évoluer favorablement la position de nos clients dans tout litige commercial ou civil, litige interjuridictionnel ou litige en matière d assurance. Parfaitement bilingue, David est également médiateur accrédité et utilise tous les jours ses compétences à ce titre pour négocier pour le compte des clients du cabinet dans le cadre de médiations, d arbitrages et d évaluations neutres privés ou rattachés au tribunal. David s efforce en tout temps de trouver la solution la plus rentable qui soit pour nos clients, y compris des sociétés d assurance ou de réassurance locales, nationales ou internationales. Grâce à sa grande expérience dans les litiges en matière d assurance, David a été invité à adresser la parole sur une panoplie de sujets, y compris les désignations de déficience invalidante et les guides de l AMA, les dommages-intérêts majorés ou punitifs, la responsabilité des employeurs et des hôtes commerciaux, la responsabilité relative aux garanties non assurées et sous-assurées, la question «Forum Non-Conveniens» (tribunal qui ne convient pas), le droit du camionnage et du transport, la responsabilité des produits, les frais médicaux futurs et la planification des soins de fin de vie ainsi que la façon de présenter la preuve d expert devant les tribunaux.

8 David a également prononcé des allocutions sur l art du contre-interrogatoire, à la demande de l Advocate s Society, et sur différentes questions liées aux assurances à la demande du Barreau du Haut-Canada, de l Association du Barreau de l Ontario, de la Société canadienne des évaluateurs médicaux, de la Chambre de commerce du Canada, de Canadian Defence Lawyers, de la Federation of Defense & Corporate Counsel, de la Canadian Association of Life Care Planners et de l International Association of Life Care Planners. Par ailleurs, David a pris la parole lors de différents événements tenus dans plusieurs établissements d enseignement supérieur, dont la Carleton University et l Université d Ottawa, la University of Windsor, la Richard Ivey School of Business à la University of Western Ontario, la Memorial University et la Dalhousie University. David a également enseigné le droit des affaires à la Carleton University, la procédure civile au cours d admission au Barreau de l Ontario et plusieurs cours à l International Institute for Research. Grâce à sa longue expérience professionnelle, académique et pratique, David est un conférencier et auteur recherché qui est parfaitement au fait des dernières décisions et des plus récentes tendances dans les domaines de l assurance, du droit des sociétés, du droit commercial et des règles des tribunaux, de sorte qu il peut traiter rapidement les dossiers de ses clients et obtenir des résultats entièrement satisfaisants pour eux. Ex-procureur de la Couronne adjoint et procureur auprès du Tribunal des droits de la personne de l Ontario, David a plaidé efficacement devant les cours de première instance et cours d appel de l Ontario à tous les niveaux, devant la Cour d appel fédérale et devant de nombreux tribunaux, conseils et groupes spéciaux d arbitrage. David possède également de l expérience dans les litiges en matière d emploi et de construction. Affiliations juridiques Federation of Defense & Corporate Counsel (président de l International Practice and Law Section depuis 2008) Canadian Defence Lawyers (secrétaire-trésorier du conseil d administration depuis 2012) Association du Barreau de l Ontario (conseil d administration de la section des assurances, ) Advocates Society Carleton County Law Association L'Association des juristes d'expression française de l'ontario Defence Research Institute (É-U.) - International Law Committee.

9 Articles choisis et exposés présentés Conférencier, 2014 Ontario Higher Education Risk Management Symposium, Algonquin College, Ottawa, 8 mai, 2014 Conférencier invité, «Protéger son cabinet et sa réputation des patients mécontents au 21e siècle», L association dentaire d Ottawa, Ottawa, 28 février, 2014 Conférencier et co-présentateur, «Un préambule aux litiges d assurance transfrontaliers et aux conflits de responsabilité en matière de produits» Toronto, 14 novembre, Collaborateur au guide des A.S.K., Advisors Seeking Knowledge A Comprehensive Guide to Succession and Estate Planning (LexisNexis, 2013); appelé le «Dr Spock» du milieu des experts en planification successorale, des comptables publics et des gestionnaires de patrimoine, David a rédigé et mis au point le chapitre du guide des A.S.K. concernant le droit des assurances. [2013] Conférencier et expert, «Traumatic Brain and other related sports injuries : the Canadian legal perspective», Federation of Defense & Corporate Counsel, réunion estivale, séance plénière, Colombie-Britannique, 1er août Modérateur et expert, «Conflict of Laws, an update on Forum non Conveniens», Federation of Defense & Corporate Counsel, réunions de l International Practice and Substantive Law Section, Colombie-Britannique, 30 juillet Conférencier et expert, «The Virtual Cocktail Party-Marketing your Practice», réunions de l ADR & International and Substantive Law Practice Section, Phoenix (Arizona), février Conférencier et expert, «The Evolution of the Statutory Accident Benefit Schedule-First Party Benefits in Motor Vehicle Accident Claims», Société canadienne des évaluateurs médicaux, Toronto, 18 novembre Conférencier et expert, «The Evolution of the Statutory Accident Benefit Schedule-First Party Benefits in Motor Vehicle Accident Claims», Société canadienne des évaluateurs médicaux, Ottawa, 4 novembre Conférencier, «How to succeed when applying Ontario's new Rules of Civil Procedure to Expert evidence [and other miscellany]». Symposium annuel de Canadian Defence Lawyers en matière d éducation juridique continue, Vancouver (Colombie-Britannique), 15 septembre Speaker, Risk Management and Ontario Universities, Ontario Conférencier, modérateur et expert, «International Commercial Arbitration», Federation of Defense & Corporate Counsel, International Practice and Substantive Law Section, Williamsburg (Virginie), 28 juillet Conférencier et modérateur, «Update on Forum Non-Conveniens», Federation of Defense & Corporate Counsel, International Practice and Substantive Law Section, Williamsburg (Virginie), 28 juillet Conférencier, «Canadian law and NAFTA; Can oil, gas and water between Canada and the United States really mix?», Federation of Defense & Corporate Counsel, séance plénière, Indian Wells (Californie), 3 mars Conférencier, «Understanding the Myths and the Realities of the business of the practice of law», Association du Barreau de l Ontario division des jeunes avocats, Ottawa, février Conférencier, «Subrogation and Spoilation», ASAP, Education and Training Resources Session, Ottawa, 1er décembre Président de programme et modérateur, «Insurance Law : A practical guide to Expert Opinion under the new Rules of Civil Procedure», Association du Barreau de l Ontario, Toronto (Ontario), 23 novembre 2010.

10 Article, «The new Rules of Civil Procedure in Ontario and their applicability to Life Care Planners testifying in Canada Advice for the Life Care Planners who prepare report and testify at trial or arbitration», symposium international de 2010 sur la planification des soins de fin de vie, Orlando, septembre Conférencier et expert, «Sex Lies and Videotapes - Cyber Liability in a Digital World» -, Federation of Defense & Corporate Counsel, réunion estivale - séance plénière, Munich (Allemagne), 29 juillet Conférencier, «A Look at the Top Ten Cases in Canada and Foretelling Things to Come», assemblée générale annuelle et conférence, Canadian Defence Lawyers, Toronto, Canada, 3 juin Conférencier et expert, «The New Rules of Civil Procedure and the Proposed Changes to the Statutory Accident Benefits Schedule», Gore Mutual Insurance Company, séminaire à l intention du personnel des sinistres et des experts en sinistres, Cambridge (Ontario), 22 mars Conférencier et expert, «Bodily Injury Claims and the Current Automobile Scheme in Ontario, the Duty of Insurers, Advanced Payments, Litigation, Mediation, Joint and Several Liability, Protected Defendants and the Statutory Accident Benefits Schedule», assemblée générale annuelle de l Association canadienne des compagnies d assurance mutuelles, Cambridge (Ontario), 10 mars Conférencier et expert, «Protecting the Corporate defendant north of the 49th parallel», FDCC Techniques de plaidoirie, réunion de l International Practice and Substantive Law Section, Orlando (Floride), février Conférencier, «Testifying as an expert in the Canadian legal system» - symposium international sur la planification des soins de fin de vie, Chicago, 26 septembre Conférencier et modérateur, «Forum Non- Conveniens around the World». Réunions de la Substantive Law Section de la Federation of Defense & Corporate Counsel, Virginie, 29 juillet Auteur, «Insurance Law Primer»- The T.A.S.K. - The Trusted Advisor's Survival Kit - publié par Lexis Nexis en Appelé «le Dr Spock» du milieu des experts en planification successorale, des comptables publics et des gestionnaires de patrimoine, David a rédigé et mis au point le chapitre du T.A.S.K. concernant le droit des assurances (2009). Conférencier et expert, «Revision to the Rules of Civil Procedure in Ontario and their impact on Productions and Privilege and Collateral Benefit Deductibility» - Assurance Bélair - Séminaire à l intention du personnel des sinistres et des experts en sinistres, Ottawa - avril Conférencier et expert, «Current trends and pitfalls in Canadian Transportation Cases», réunions de la Substantive Law Section de la FDCC, Hawaii, 25 février Conférencier, «Commercial General Liability Policies» - Ottawa Valley Adjusters Association, réunion de la mi-hiver, Ottawa, 17 février Conférencier, «Managing litigation and risk exposure», Carleton University, Ottawa (Ontario), 25 novembre Conférencier et expert en compagnie du Dr Arthur Amies, du Dr Ken Reesor et de J. Simmons lors de la conférence concernant la détermination de l existence d une déficience invalidante et les guides de l AMA, Sudbury (Ontario), octobre 2008.

11 Conférencier, «Expert Witness, Direct Examination and the Wave of the Future», Canadian Defence Lawyers, conférence sur les techniques de plaidoirie, «What you must know to win from Ontario s Top Defense Counsel», Toronto (Ontario), Canada, 6 octobre Conférencier, «Condominium Corporation Liability», présentation sur les stratégies pratiques et juridiques à l intention des sociétés, administrateurs et gestionnaires d immeubles en copropriété, Ottawa, Canada, 28 septembre Conférencier et expert, «Crafting winning responses to RFP s., Management, Economics and International Law Practice Section», conférence de la Federation of Defense & Corporate Counsel, Banff (Alberta), Canada, 1er août Conférencier, «How to Avoid Bad Faith Exposure», Ontario Insurance Adjusters Association - assemblée générale annuelle - Ottawa, Canada, juin Conférencier et expert, «Emerging Issues in Damages», sujets d actualité en droit de l assurance automobile, conférence organisée par le Barreau du Haut-Canada, par l Association du Barreau de l Ontario, par l Université d Ottawa et par la Carleton County Law Association - Ottawa, mai Conférencier, «Review of Current Case Law», conférence sur la détermination d une déficience invalidante et les guides de l AMA, Ottawa, 12 décembre Conférencier, «Preparing the Expert for Trial», Chiropractic Association, assemblée générale annuelle, Ottawa, novembre Conférencier, «Developments in Extra-contractual liability», Sociétés d assurance biens et risques divers, Ottawa, Canada, 8 août Conférencier et modérateur, «How to avoid bad faith exposure for both you and your employer when working in the Insurance industry», Ontario Insurance Adjusters Association, assemblée annuelle tenue à l extérieur de la ville, Ottawa, 5 juin Conférencier, «Alcohol liability in Ontario» émission «Legal Talk» présentée sur Chin Radio, Ottawa, 4 avril Conférencier, «Punitive and Aggravated damages - adjuster liability», article présenté à l Ottawa Valley Adjusters Association à Ottawa, Canada, 16 janvier Conférencier, «Social, Employment and Commercial Host Liability in the University Setting», article présenté à l Association canadienne des avocats d universités à Kingston (Ontario), Canada, septembre Conférencier et expert, «Bad Faith Litigation in Canada», article présenté aux experts en sinistres à ING, Ottawa, août Conférencier, «Extra-contractual Liability is on the horizon», article présenté au séminaire sur la couverture des soins médicaux organisé par Optimum Réassurance, Toronto (Ontario), Canada, 6 mai Conférencier, «Commercial and Social Host Liability», article présenté à l Association des courtiers d assurance, Ottawa (Ontario), Canada, mars Conférencier, «A Primer for Navigating the Congestion of the Uninsured, Underinsured and Unidentified Motorist Cover», article présenté à l Association du Barreau de l Ontario lors de la conférence portant sur les sujets d actualité en droit de l assurance automobile, Toronto, Canada, novembre Conférencier, «Problems with Reinsurance in the Canadian context», conférence d EUR-

12 LEX, Toronto, Canada, 14 octobre Conférencier et expert, «Aggravated and Punitive Damages», symposium de Canadian Defence Lawyers sur les notions élémentaires du règlement des sinistres invalidité, Toronto, 4 février Conférencier et expert, «Canada s new privacy law - PIPEDA, Commercial and Social Host Liability», articles présentés à la conférence du Canadian University Reciprocal Insurance Exchange, Carleton University, Ottawa, 25 et 26 novembre Conférencier et expert, «Legal Issues for Life Care Planners», article présenté à l Institut canadien des planificateurs de soins de la vie à la Sprott School of Business, Carleton University, Ottawa, (Ontario), Canada, 10 septembre Conférencier et expert, «Canada's new Privacy Act, PIPEDA», Ottawa Valley Adjusters Association, Ottawa, Canada, 29 avril Conférencier, «PIPEDA and the Insurance Industry», Royal SunAlliance, personnel des sinistres et experts en sinistres, Ottawa, Canada, 27 février Conférencier et expert, «Bill 198 : Ontario's Amendments to the Insurance Act : the next Mutation - Challenges and Pitfalls» Carleton County Law Association symposium sur les litiges civils conseils pratiques pour les avocats plaidants, Montebello (Québec), 29 novembre Conférencier, «Risk Management and Ontario Universities», atelier de travail sur la gestion des risques des universités de l Ontario, Canadian University Reciprocal Insurance Exchange, Ottawa, novembre Participant, «Commercial and Social Host Liability», Association des transports du Canada, Ottawa, 18 novembre Participant, «Stock Broker Liability», Financière Banque Nationale, Ottawa, Canada, 6 août 2003 et 10 octobre Conférencier, «Alcohol Liability in Ontario - current issues relating to Social Hosts and Occupier's Liability» séminaires offerts par Insight Professional à l intention des gestionnaires de risque, du personnel des sinistres et des avocats, Toronto, novembre Conférencier, «Social Host and Ontario Motor Vehicle Law», article présenté aux représentants chargés du règlement des sinistres de l Insurance Corporation of British Columbia, 19 septembre Conférencier invité, «Bad Faith Claims»: The Development of a Distinctive Canadian Approach or California North», conférence sur les litiges commerciaux préparée par Insight Publications et tenue au Hyatt Regency, à Vancouver (C.-B.), 17 septembre Coprésident et modérateur, «Litigating Disability Insurance Claims practical legal advice for successful results», conférencier, symposium de l Institut d assurance du Canada en matière d éducation juridique continue, Toronto, 17 et 18 avril Conférencier, «Practical legal considerations for Rehabilitation practitioners in the 21st Century», Canadian Association of Rehabilitation Professionals, Ottawa, 28 mars 2001.

13 Prix La médaille du Jubilé de diamant de la Reine Elizabeth II, Province d Ontario, juillet 2012 Cette médaille rend hommage aux 60 ans de la Reine Elizabeth sur le trône et souligne sont dévouement continu à ses responsabilités, en reconnaissant ceux qui ont fait des contributions importantes à l Ontario et au Canada. J encourage tous les Ontariens à ne pas manquer cette bonne opportunité de nominer des membres de leur communauté qui partagent les qualités de la Reine telles que sa dévotion à ses responsabilités et au public. Chambre de Commerce d Orléans, 2011 Professionnel de l année Reach-Resource Education Advocacy Centre for the Handicapped (REACH), bénévolat de l année, avril 2004 L Expert Avocat d assurances reconnu, 1994 Université de Windsor Faculté de droit Médaille d or pour activités parascolaires et mérite académique, 1983 Mandats de représentation Pour obtenir une liste des nombreuses affaires dans lesquelles M. Bertschi a représenté avec succès ses clients, veuillez communiquer avec David à l adresse dbertschi@boslaw.ca Pour obtenir une liste plus détaillée des allocutions et articles présentés par David Bertschi, notamment «Breaking new ground the use of DNA in the insurance industry», «Insurance Law for Condominium Corporation's, Director and Owners liability», «The interplay between the Workers Safety Insurance Board and the Insurance Act», «Inter jurisdictional claims», «Extra contractual Liability» et «The effective use of surveillance in litigation», veuillez communiquer avec David par courriel à dbertschi@boslaw.ca. ou par téléphone au numéro