Investment Funds
Canada Guide 2025 : Nationwide - Canada
Band 1
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
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.
Work Highlights
- Borden Ladner Gervais advised CI Global Asset Management on the formation of two private market funds.
Strengths
Provided by Chambers
"BLG has legal experts specialising in all regulatory domains."
"The BLG lawyers are experts in their field in Canada."
"BLG has one of the top investment management teams in the country. It has a large and deep bench of lawyers at various levels of experience and tenure, from associates to partners."
"The depth and breadth of its knowledge in securities law, regulator expectations and industry practice enables creative solutions and differentiates the firm from its competitors."
"BLG has legal experts specialising in all regulatory domains."
"The BLG lawyers are experts in their field in Canada."
"BLG has one of the top investment management teams in the country. It has a large and deep bench of lawyers at various levels of experience and tenure, from associates to partners."
"The depth and breadth of its knowledge in securities law, regulator expectations and industry practice enables creative solutions and differentiates the firm from its competitors."
Notable Practitioners
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.
"Lynn provides great overall experience due to her vast knowledge in the industry."
"Lynn McGrade is a leader in the area of investment funds."
Toronto-based Kathryn Fuller assists fund managers with a broad range of fund-related issues, including funds M&A.
"She brings a depth of legal experience that makes her an invaluable resource."
"She understands the Canadian investment fund and asset management industry from many angles and how to approach securities regulators."
Carol Derk is sought after for her expertise in the digital assets sphere. She has notable experience providing counsel on launches and novel fund structures.
"Carol Derk is a great lawyer in crypto and funds matters."
Vancouver-based Jason Brooks has a broad investment management practice that includes advising on the formation, management and operation of funds.
"Jason delivers timely and accurate information and solves issues."
"He has strong technical skills, and his answers are always thoughtful and well researched. Jason pairs his legal knowledge with the practical realities of the managing and investment funds business."
Toronto-based Prema Thiele advises on an array of fund M&A and regulation issues.
Sarah Gardiner is an experienced attorney based in the firm's Toronto office. She advises on a broad range of funds matters including securities regulation and compliance.
"Her capability, expertise and experience are key assets."
"Sarah Gardiner is an exceptional lawyer and valued business partner."
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.
"She is very pleasant and good to work with. She is a strong contributor to the team and is very solution-oriented."
Ranked Lawyers at
Borden Ladner Gervais LLP
Nationwide - Canada
Members
Provided by Borden Ladner Gervais LLP
Christian Faribault
Jonathan Doll