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Investment Funds

Our Investment Funds team provides strategic legal and regulatory counsel to fund sponsors, managers, distributors and investors, helping clients navigate the evolving asset management landscape with confidence.

Key contacts

Rebecca Cochrane Partner
416-361-6174 Email Rebecca
Nick Gray Partner
416-847-6920 Email Nick
Ron Schwass Partner
416-361-4789 Email Ron
Jesse Brodlieb Partner
416-847-6909 Email Jesse
Julie Anderson Lawyer
416-847-6905 Email Julie

Overview

Our Investment Funds practice advises sponsors, managers, dealers, investors and other market participants on the formation, operation, distribution and financing of investment funds and investment products. We help clients navigate the complex legal and regulatory landscape governing Canada’s asset management industry while supporting the growth and evolution of their businesses.

We provide ongoing counsel to investment fund managers, asset managers and distributors on a wide range of regulatory, governance, operational and transactional matters. Our team regularly assists clients with product development, securities regulatory compliance, registrations, acquisitions, reorganizations and strategic business initiatives.

We also advise institutional investors, family offices and other investors on investment fund-related matters, including fund review and due diligence, subscription arrangements, cross-border investment considerations and Canadian regulatory requirements.

Working closely with our Corporate Finance & Securities, Tax, Regulatory & Compliance, Private Equity & Venture Capital and Banking & Financial Services groups, we deliver integrated advice that supports clients throughout the entire investment lifecycle.