England Securities Ltd. v. Ulmer
England Securities Ltd., doing business as The England Group
Law Firm / Organization
Not Specified
Darcy Ulmer
Law Firm / Organization
Church & Company
Churchill International Property Corporation
Law Firm / Organization
Church & Company

Key Points:

  1. Background:

    • Employment: Darcy Ulmer worked for TEG from 2011 to 2015, transitioning from "Special Projects" to "Investor Relations Manager".
    • Move to Churchill: In 2016, Ulmer started working for Churchill while still assisting TEG. TEG alleged Ulmer breached fiduciary duties by using confidential information to benefit Churchill.
  2. Trial Court Findings:

    • No Fiduciary Duty: The trial judge found Ulmer did not have sufficient authority or discretionary power to owe fiduciary duties to TEG; his role was mainly administrative.
    • No Misconduct: Ulmer’s actions in communicating with TEG’s investors and promoting Churchill products did not breach fiduciary duty.
  3. Appeal Court Analysis:

    • Standard of Review: The existence of a fiduciary relationship is a factual determination. Appellate intervention requires a palpable and overriding error.
    • Fiduciary Criteria: The court applied the Supreme Court of Canada criteria, emphasizing discretion, vulnerability, and Ulmer’s employment nature.
  4. Costs Award:

    • Double Costs: The trial judge awarded double costs to the respondents because TEG unreasonably refused a settlement offer that exceeded trial recovery.
    • Reasonableness: The judge found TEG’s damages theory unsubstantiated and refusal of the offer unreasonable.

Conclusion:

  • The appeal was dismissed, affirming both the dismissal of the action and the award of double costs to the respondents, no amount specified.
Court of Appeals for British Columbia
CA48432
Labour law
Respondent