Asset Management
& Investment Funds

OVERVIEW
In our Asset Management & Investment Funds practice, we provide a wide range of services to our clients in all aspects of asset management and investment fund activities covering a broad array of asset classes including equity, fixed income, commodities, hedge, private equity, private debt, real estate and mortgages. Our lawyers in this area group are experts in a wide range of services to sponsors and distributors of investment products. Such services include:
- Establishing firms and obtaining registration (or exemptions from registration) for firms under securities and other relevant legislation;
- Assisting with creating the optimal structure from a tax and regulatory standpoint;
- Preparing offering documentation, subscription agreements and regulatory documentation for a variety of special purpose entities and firms;
- Counselling international investment managers regarding raising capital from Canadian resident investors;
- Advising with respect to financing transactions, including public and private placements of equity and debt securities by sponsors and special purpose entities; and
- Assisting with public and private transactions involving the acquisition and reorganization of structured products sponsors and/or their right to manage investment products.
For more information on our Asset Management & Investment Funds practice area or to speak with us regarding any of your business law needs, please contact any of the Contacts listed to the rightbelow, or call us at 1 866 WILDLAW (945 3529).
RECENT TRANSACTIONS
Knowledge First Financial Completes Sale of Heritage Education Funds International
October 01, 2021
Formation of Tanda Private Debt Fund Trust
January 31, 2020
Framework Venture Partners Launch $150 Million Fund
December 19, 2018
Plaza Ventures Completes Brokered Private Placement
August 07, 2018
Progressa Completes $6.4 Million Private Placement
August 02, 2018
Formation of FSI Mortgage Fund Trust
August 02, 2018