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T-2816-84
Jules John Lapointe and Pisces Marine Ltd. on behalf of themselves and the crew of the commer cial fishing vessel Resolution 11 (Plaintiffs)
v.
Minister of Fisheries and Oceans and the Direc- tor-General, Fisheries and Marine Service, Pacif ic and Yukon Region of the Department of Fisher ies and Oceans (Defendants)
INDEXED AS: LAPOINTE V. CANADA (MINISTER OF FISHERIES AND OCEANS)
Trial Division, Cullen J.—Vancouver, October 20 and 22, 1986.
Practice — Privilege — Legal opinions — Application for order requiring defendants to provide answers and documents arising from examination for discovery — Allegation defen dants acted without authority in cancelling fishing licences Fisheries officials securing legal opinions before taking action — Defendants say acting in belief actions authorized by law and on basis of facts as believed by them — Whether, by so pleading, defendants waiving privilege re legal opinions Rogers v. Bank of Montreal (1985), 62 B.C.L.R. 387 (C.A.) authority for proposition that by raising defence of reliance on legal opinion defendant making its knowledge of law relevant to proceedings — American decision to effect party waiving protection of attorney-client privilege when voluntarily inject ing into suit question of his state of mind — Impossible to judge whether defendants' actions in good faith without access to legal opinions — Order defendants produce opinions Access restricted to parties for confidential use — Third parties seeking access to apply to Court — Federal Court Rules, C.R.C., c. 663, R. 465(18) — Fisheries Act, R.S.C. 1970, c. F-14.
Practice — Discovery — Production of documents — Com munications between solicitor and client — Legal opinions — Privilege lost when waived by client in raising defence of reliance on legal opinion where plaintiff's allegation defendant acting maliciously — Judging truth of defences requiring access to legal opinions — Access to opinions ordered for confidential use of parties only.
CASE JUDICIALLY CONSIDERED
APPLIED:
Rogers v. Bank of Montreal (1985), 62 B.C.L.R. 387 (C.A.).
COUNSEL:
J. R. Pollard for plaintiffs.
G. O. Eggertson for defendants.
SOLICITORS:
Richards Buell Sutton, Vancouver, for plain tiffs.
Deputy Attorney General of Canada for defendants.
The following are the reasons for order ren dered in English by
CULLEN J.: This is an application by the plain tiffs for an order pursuant to Federal Court Rule 465(18) [C.R.C., c. 663] that the "defendants provide answers and documents arising from the Examination for Discovery of Alan Gibson held June 25, 1986".
The nature of the claim in this action is that the defendants acted without authority to cancel cer tain fishing licences. Paragraphs 11, 12 and 16 of the statement of claim, if I may paraphrase, state that the defendants acted without authority in cancelling and suspending certain fishing licences (these were ordered re-instated by Rouleau J. on September 27, 1984 [see (1984), 9 Admin. L.R. 1 (F.C.T.D.)]). The allegation is that the defendants breached the rules of natural justice, their servants acted maliciously in requesting the Minister of Fisheries and Oceans (Minister) to cancel the licences, and later claim damages for loss of profits and consequential and punitive damages. In a nutshell, Mr. Lapointe one of the defendants was charged and convicted of an offence under the Fisheries Act [R.S.C. 1970, c. F-14], and penalties were imposed. He was fined $5,000, a request was made for suspension of fishing privileges and later the Minister suspended or cancelled certain licences, and also agreed to permanent cancella tion of the Roe Herring Seine Licence and can celled the Personal Commercial Fishing Licence and Commercial Fishing Vessel Certificate for 1985 and 1986.
Legal opinions were secured by officials before making their recommendations to the Minister. Exhibit E to the affidavit of J. Raymond Pollard, counsel for the plaintiff, reads in part as follows:
Mr. Paul Partridge, a legal advisor from the Department of Justice in Vancouver, subsequently expressed his opinion that it is not within our jurisdiction to cancel Mr. Lapointe's existing licence, but rather the appropriate action would be to refuse to issue new licences for 1985. Mr. Asselin has been apprised of this and has advised us that Mr. Partridge may be correct, and that our previously agreed course of action, i.e. cancellation, could be found invalid by a court of law.
We have been notified that Mr. Lapointe intends to appeal the Judge's decision, although as of yesterday notice to appeal had not been served and it is not known upon what grounds an appeal is being made. Mr. Asselin has recommended that should Mr. Lapointe in fact appeal the decision, the cancella tion of his licences should not be implemented until the appeal process has been completed.
It should be noted that the Minister's decision has already been announced and a notice of intent to cancel the licences has been sent to Mr. Lapointe. Furthermore, it should be noted that failure to cancel the licence immediately could permit Mr. Lapointe to escape many of the effects of the cancellation by entering into licence lease arrangements. Finally, and most important, the potential negative impact of an appearance by Mr. Lapointe in the fishery this year on industry co-operation with our fisheries managers is enormous.
Thus I propose that Mr. Shinners be instructed today to cancel Mr. Lapointe's licence as planned. Should Mr. Lapointe appeal the Judge's decision, he may also request that the Minister reconsider the cancellation, i.e. reissue his licences. It would be my recommendation in this case that the request be refused. This would leave the Department liable for damages should his appeal be upheld, but no matter what the outcome the Department's credibility with industry will have been maintained.
Thus there is little doubt that legal opinions were sought from Mr. Partridge. Similarly, there is no argument that these legal opinions were privileged and that is conceded by counsel for the plaintiffs. However, counsel for the plaintiffs con tends that the privilege has been waived, due to defences raised in the amended statement of defence, and particularly paragraphs 4, 15 and 22. Paraphrasing again, the defence alleges actions taken were done in the exercise of their power pursuant to appropriate legislation. Similarly, employees were acting within the scope of their employment as servants of Her Majesty the Queen. There is a denial of acting maliciously in
requesting certain actions by the Minister. And finally, in paragraph 22, it is stated that the defendants and each of them were acting in the belief that they and each of them were entitled in law and on the basis of the facts before them and as believed by them and each of them to do what they did.
By pleading as they have in paragraph 22, I am satisfied that the defendants have waived the privi lege, and each and every opinion given by legal counsel must be made available to the plaintiffs. The Department received legal advice about laying charges and also about the course of action that should be followed in the event of an appeal. How can anyone fairly judge whether the defendants or either of them or their servants, or agents acted maliciously, or whether they acted in belief that they were entitled in law in acting as they did unless one has access to the legal opinions?
I agree with counsel for the plaintiffs, that the defendants have raised the matter in their pleading.
Rogers v. Bank of Montreal (1985), 62 B.C.L.R. 387 (C.A.).
In [this case there was] an action for damages for the wrongful appointment of a receiver under a debenture given by the plaintiff's company, the receiver claimed indemnification from the bank in third party proceedings. The bank in its defence alleged that it had relied on the professional advice of the receiver respecting the lawfulness of the appointment and the timing of the demand for payment. The receiver obtained an order exclusively permitting it to discover documents dis closing advice the bank received from its solicitors concerning the appointment of a receiver. The bank and another debenture holder that was a party to the action appealed. The receiver cross-appealed concerning a restriction on the disclosure of communications from the bank to its solicitors.
Held—Appeal dismissed; cross-appeal allowed.
By raising the defence of reliance on the legal opinion of the receiver respecting its appointment and the timing of the demand for payment, the bank made its knowledge of the law relevant to the proceedings. The bank's right of solicitor-client privilege respecting the advice it received from its solicitors concerning those matters ought, therefore, to be removed for the purposes of the application. However, the restriction in the order to documents given to the bank by its solicitors was not
justified and the order was extended to include disclosure of communications from the bank to its solicitors.
Mr. Justice Hutcheon at page 390 quoting the Trial Judge:
In ordering production, the judge said this [at p. 243]:
All that must now be produced are documents, or portions of documents, communicating or recording advice given to the bank by its solicitors, at any time prior to the receiver taking possession, concerning the right of the bank to have a receiver put in under the debenture without notice, or the timing of demand or length of notice which might be regard ed as appropriate or advisable. No other party will be entitled to such disclosure except by special order.
And then:
The judge found [at p. 242] that "the bank's assertion that it relied on legal advice given by the receiver necessarily puts in issue the rest of the bank's knowledge of the relevant law and therefore the nature of the legal advice it received from others".
Later at pages 392 and 393:
The issue in this case is not the knowledge of the bank. The issue is whether the bank was induced to take certain steps in reliance upon the advice from the receiver on legal matters. To take one instance, the receiver, according to the bank, advised the bank that it was not necessary to allow Abacus time for payment before the appointment of the receiver. A significant legal decision had been rendered some months earlier to the opposite of that advice. The extent to which the bank had been advised about that decision, not merely of its result, is impor tant in the resolution of the issue whether the bank relied upon the advice of the receiver.
There do not appear to be any decided cases in Canada that raise the facts that we have in this case. Cases have been referred to us from jurisdictions in the United States and I have found one decision in particular to be persuasive. I refer to U.S. v. Exxon Corp., 94 F.R.D. 246 (1981), a decision of the District Court of Columbia. At p. 247, the judge said:
Exxon has asserted the attorney-client privilege with respect to 395 documents sought by the government in interrogatories 9-19 and document requests 1 and 2. In this motion to compel, plaintiff claims that these documents are not privileged because Exxon waived the attorney-client privilege by interposing the affirmative defense of good faith reliance on the government's regulations and communica tions.
At p. 248:
Most courts considering the matter have concluded that a party waives the protection of the attorney-client privilege when he voluntarily injects into the suit the question of his state of mind. For example, in Anderson v. Nixon, 444 F.
Supp. 1195, 1200 (D.D.C. 1978), Judge Gesell stated that as a general principle "a client waives his attorney-client privi lege when he brings suit or raises an affirmative defence that makes his intent and knowledge of the law relevant."
And, finally, at p. 249:
Exxon's affirmative defenses necessarily revolve around whether Exxon did, in fact, primarily or solely rely upon a particular DOE regulation or communication when the com pany made its pricing decisions. Thus, the only way to assess the validity of Exxon's affirmative defenses, voluntarily injected into this dispute, is to investigate attorney-client communications where Exxon's interpretation of various DOE policies and directives was established and where Exxon expressed its intentions regarding compliance with those policies and directives. There is no other reasonable way for plaintiff to explore Exxon's corporate state of mind, a consideration now central to this suit.
Mr. Chiasson sought to distinguish that decision on the basis that the defence of good faith was one peculiar to the United States law. I do not think that to be a valid distinction. What underlines both that defence and the defence in this case is that the party claiming the privilege relied upon the advice, in one case of the government, and in the other case of the receiver, and, acting on that reliance, took certain steps. That necessarily involves an inquiry into the corporate state of mind of the bank when it was induced and decided to act. Nor do I think that the law of solicitor-client privilege, as outlined by the Supreme Court of Canada in Descôteaux and Solosky is in this respect any different from the law that is expressed in U.S. v. Exxon and in other cases cited to us by Mr. Hordo.
I am of course aware of the necessity for and the importance of a solicitor/client privilege. Counsel for the defendants quite properly and accurately emphasized the singular need for this privilege, and that it should not be set aside without strong conviction for the need to do so. Personally, I have strong reservations against revoking a solicitor/cli- ent privilege, and with the production of Exhibit E to Mr. Pollard's affidavit I frankly considered if it were really necessary in the circumstances here to require that the legal opinions be made available to the plaintiffs. However, without the knowledge of the contents of the legal opinions given, the counsel for the plaintiffs would be hard pressed to see to it that his client's rights were advanced as they should be. Arguments will be made and deci sions given at trial about the conduct of the defendants, but to have the complete story it is
essential that the defendants produce the legal opinions they received prior to taking action.
I am however imposing a restriction, namely that access to the opinions shall be available only to the parties to this issue for their confidential use. Access to these opinions requested from any other person may be given only after application to this Court.
Two questions, number 152 and number 290 remain to be answered, and counsel for the defen dants indicates that the person most able to answer these questions, if they can be answered, is out of the country until November 3, 1986. I will there fore order that these questions be answered on or before November 17, 1986, with costs in the cause.
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