Department profile
Borden Ladner Gervais LLP

Investment Funds

Canada Guide 2027 : Nationwide - Canada

Share profile

Borden Ladner Gervais LLP

Rankings

About

Provided by Borden Ladner Gervais LLP

BLG’s Investment Management Group is one of the largest groups in Canada offering over 50 years of experience ranging from fund structuring, public fund launches, ETFs, closed end funds, private and hedge fund offerings, derivative transactions, bringing international entrants to Canada, registrant regulation, M&A transactions and regulatory policy and developments. Many of our clients have worked with us since their initial start-up.


We act for high profile fund industry clients including independent fund managers, Canadian banks, portfolio managers, dealers, hedge fund managers, ETFs, closed-end funds and service providers.

Many of our lawyers have hands-on experience, through secondments, committee or leadership positions, at the various securities regulators across Canada and trade associations and via secondments with our clients. 

We provide a diverse range of services working closely with lawyers in other specialized areas to provide complete, innovative and cost-effective client-centred services including:

•    Structuring all types of investment funds and their offerings
•    M&A fund industry transactions
•    ISDA and cleared derivative documentation
•    Investment fund governance
•    Registrant regulation
•    Regulatory compliance matters
•    Taxation matters

Chambers Review

Provided by Chambers

Investment Funds - Nationwide - Canada

Band 1

What the Team is Known For
Borden Ladner Gervais operates a market-leading investment fund practice widely praised for its mutual funds expertise and provision of regulatory support. The group also advises on ETFs and open-ended fund matters, acting for a diverse range of clients including banks, dealers and fund managers. It has a strong track record of assisting international investors with debut matters in the Canadian funds market, and maintains an impressive bench of highly experienced practitioners across the key markets of Toronto, Montréal and Vancouver.
View ranking table

Work Highlights

Provided by Chambers

  • Borden Ladner Gervais LLP advised Ninepoint Partners on the formation, regulatory approval and launch of the Ninepoint HighShares ETFs.

Strengths

Provided by Chambers

  • The firm's investment funds team is reliable and responsive, and has deep penetration and involvement in the industry.

    Investment Funds respondentCanada

  • Borden Ladner Gervais has strong relationships with regulators and industry leaders.

    Investment Funds respondentCanada

  • Borden Ladner Gervais is able to draw on its wealth of experience in the investment funds industry to provide deep and nuanced legal advice that takes into account the unique facts and circumstances applicable to our business.

    Investment Funds respondentCanada

  • The BLG lawyers are very capable and consistently deliver high-quality work under demanding timelines.

    Investment Funds respondentCanada

  • Borden Ladner Gervais has a deep understanding of our business and an ability to deliver high-quality, practical advice.

    Investment Funds respondentCanada

Notable Practitioners

Provided by Chambers

  • Lynn McGrade
    Lynn McGrade

    Lynn McGrade

    Toronto-based Lynn McGrade is frequently sought after for her advice on a variety of fund structures and receives particular praise for her expertise in mutual funds.

    • She is unbelievable and the best in the industry.

      Investment Funds respondentCanada

    • Lynn's expertise and knowledge are second to none.

      Investment Funds respondentCanada

    • Lynn is a highly capable lawyer and an absolute pleasure to work with. She is one of the most well-respected investment fund lawyers on Bay Street.

      Investment Funds respondentCanada
    View profile
  • Kathryn Fuller
    Kathryn Fuller

    Kathryn Fuller

    Toronto-based Kathryn Fuller assists fund managers with a broad range of fund-related issues, including fund M&A. She is also deeply experienced in advising on fund restructuring and launches of retail funds.

    • Kathryn is an outstanding lawyer.

      Investment Funds respondentCanada

    • Kathryn has deep knowledge of both the industry and our business. She is excellent technically in her mastery of investment fund rules, providing practical advice that the business can easily understand and utilise.

      Investment Funds respondentCanada

    • She is extremely knowledgeable and responsive to our needs.

      Investment Funds respondentCanada
    View profile
  • Jason Brooks
    Jason Brooks

    Jason Brooks

    Vancouver-based Jason Brooks has a broad investment management practice that includes advising on the formation, management and operation of funds.

    • Jason is well respected by the regulators and knows exactly what is happening on the regulatory front in Canada.

      Investment Funds respondentCanada

    • His industry expertise combined with his knowledge and experience enables him to do an excellent job.

      Investment Funds respondentCanada

    • He is responsive, reliable and makes himself available when needed. Jason has strong technical knowledge and is thoughtful about his advice.

      Investment Funds respondentCanada
    View profile
  • Prema Thiele
    Prema Thiele

    Prema Thiele

    Toronto-based Prema Thiele advises on an array of fund M&A and regulatory issues. She is regularly engaged by funds with very high-value assets under management to assist with launches and acquisitions.

    View profile
  • Sarah Gardiner
    Sarah Gardiner

    Sarah Gardiner

    Sarah Gardiner is an experienced lawyer based in the firm's Toronto office. She advises on a broad range of funds matters including securities regulation and compliance.

    • She consistently delivers practical, solution-oriented advice and provides excellent client service.

      Investment Funds respondentCanada

    • Sarah is fantastic and does not miss a single thing.

      Investment Funds respondentCanada
    View profile
  • Whitney Wakeling
    Whitney Wakeling

    Whitney Wakeling

    Whitney Wakeling is a partner in Borden Ladner Gervais's Toronto office. She works on a range of matters, including fund mergers, regulatory concerns and compliance matters.

    • Whitney is really personable and will go the extra mile for her clients.

      Investment Funds respondentCanada

    • Whitney is incredibly good at complex questions or issues and can think extremely quickly on her feet.

      Investment Funds respondentCanada

    • Whitney has deep knowledge and experience in the investment funds industry and truly knows our business.

      Investment Funds respondentCanada

    • She is an extremely competent, capable legal professional and an absolute expert in the Canadian investment fund space.

      Investment Funds respondentCanada
    View profile
  • Chelsea Papadatos
    Chelsea Papadatos

    Chelsea Papadatos

    Chelsea Papadatos capably advises clients in the asset management space on the formation of funds, including ETFs.

    • Chelsea has strong industry knowledge.

      Investment Funds respondentCanada
    View profile
  • Roma Lotay
    Roma Lotay

    Roma Lotay

    Roma Lotay is a Toronto-based lawyer with a burgeoning practice in the investment fund space. She frequently assists clients with the formation and private offering of funds, and is highly adept at advising on ESG strategy and a myriad of securities regulatory issues.

    • Roma is highly detail-oriented and thorough.

      Investment Funds respondentCanada
    View profile

Ranked Individuals at Borden Ladner Gervais LLP (8)

Nationwide - Canada

Members

Provided by Borden Ladner Gervais LLP

What success is built on

Chambers is the leading data and intelligence partner for the legal sector.

Explore thought leadership