We help clients pioneer creative, cost-effective strategies and structures with securities regulators and income tax authorities. Our team represents significant Canadian, U.S. and foreign investment managers, investment advisers, fund managers, chartered banks, trust and insurance companies, pension funds and product sponsors.
Our strong relationships with securities regulators, Canada Revenue Agency, Investment Funds Institute of Canada and other industry groups supports our nuanced understanding of Canadian and U.S. securities and tax regimes. We help clients in M&A, financings, fund establishment, prime broker and derivative trading agreements. We also guide our clients in regulatory matters, including regulation of advisers and distribution of investment products.