Chambers Review
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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.
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Borden Ladner Gervais acted for Fidelity Investments Canada in obtaining a exemption order from Canadian securities regulators regarding the borrowing restrictions applicable to mutual funds.
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They understand people's businesses and have commercial awareness.
They provide nationwide coverage with a local approach to effectively address matters requiring flexibility and agility.
The team demonstrates a comprehensive understanding of securities regulatory matters, ensuring that all possible issues are carefully considered before providing guidance.
They have strong expertise on a wide variety of securities law matters.
They are able to staff my matters with lawyers who have the right level of expertise according to my needs.
They understand people's businesses and have commercial awareness.
They provide nationwide coverage with a local approach to effectively address matters requiring flexibility and agility.
The team demonstrates a comprehensive understanding of securities regulatory matters, ensuring that all possible issues are carefully considered before providing guidance.
They have strong expertise on a wide variety of securities law matters.
They are able to staff my matters with lawyers who have the right level of expertise according to my needs.
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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 very committed to servicing our needs and getting us what we need.
Lynn is exceptionally approachable and business-friendly, making complex legal issues easier to navigate.
She is exceptionally knowledgeable and provides practical, timely guidance.
She is a remarkably strong advisor in respect of securities regulation and investment fund management matters.
Toronto-based Kathryn Fuller assists fund managers with a broad range of fund-related issues, including funds M&A. She is also deeply experienced in advising on fund restructuring and launches of retail funds.
She practices in a way that balances the legal complexities and the commercial realities of her clients.
We value her technical expertise and industry knowledge as well as her good relationships with Canadian securities regulators.
He consistently provides timely, thoughtful advice and is quick to adapt to our evolving needs.
Toronto-based Prema Thiele advises on an array of fund M&A and regulation issues. She is regularly engaged by funds with very high value assets under management to assist with launches and acquisitions.
She is practical in her advice and is very knowledgeable in the industry.
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.
She is extremely helpful and efficient.
Sarah is unfazed by our complicated corporate structure and we count on her to help us make things work.
Whitney Wakeling is a partner in Borden Ladner Gervais's Toronto office. She works on a range of matters fund mergers, regulatory concerns and compliance matters.
She is extremely responsive and professional.
She proactively identifies potential issues and offers well-considered solutions.
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 has an in depth understanding of legal regulatory framework and is able to disseminate regulatory positions in an understandable way.
She is highly knowledgeable, experienced and responsive.
Provided by Borden Ladner Gervais LLP
Christian Faribault
Jonathan Doll