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McCarthy Tétrault LLP

Investment Funds

Canada Guide 2026 : Nationwide - Canada

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McCarthy Tétrault LLP

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About

Provided by McCarthy Tétrault LLP

McCarthy Tétrault’s’ long tradition as a leader in the investment funds market uniquely positions our firm to service our clients’ multi-faceted legal and business needs. Our Investment Funds Team has extensive experience in all major Canadian jurisdictions advising both sponsors and investors on: 

  • Fund formation and capital raising 
  • Deployment of capital 
  • Primary, secondary and co investments in investment funds 
  • Complex securities and other advisor regulatory matters
  • Management compensation and carry structures 
  • Tax structuring
  • Fund restructuring related matters 

Specifically, our clients value our national, cross disciplinary team and the comprehensive advice we provide in connection with: establishing a wide variety of domestic and international closed and open ended investment funds; investing in investment funds; complying with complex regulatory and governance requirements in all relevant Canadian jurisdictions through our Securities Regulation & Investment Products (SRIP) Group; developing innovative and practical tax structures; establishing innovative and effective management compensation and alternative liquidity arrangements; and instituting various leverage and other financing arrangements, including subscription facilities.

Chambers Review

Provided by Chambers

Investment Funds - Nationwide - Canada

Band 2

What the Team is Known For

McCarthy Tétrault operates a high-quality investment fund practice with a strong track record of representing clients in connection with closed-end funds. The firm also advises on open-end funds, derivatives and ETF mandates, and supports clients with regulatory and compliance expertise. The lawyers are noted for their strong grasp of the regulations governing Canadian investment funds and demonstrate further expertise in secondary investments and fund formation.

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Work Highlights

Provided by Chambers

  • McCarthy Tétrault acted for Cedar Leaf Capital and Bank of Nova Scotia in partnership with multiple indigenous development corporations and a First Nation to establish the first indigenous securities dealer in Canada.

Strengths

Provided by Chambers

  • They have strong capabilities across a range of fund types.

    Investment Funds respondentCanada

  • They are client service-oriented.

    Investment Funds respondentCanada

  • They provide quick responses to unexpected questions.

    Investment Funds respondentCanada

  • They have a strong understanding of the market and can provide valuable insight to help position certain negotiation points.

    Investment Funds respondentCanada

Notable Practitioners

Provided by Chambers

  • Jamie Becker
    Jamie Becker

    Jamie Becker

    Toronto-based Jamie Becker is recognised for his abilities in the formation and structuring of private equity funds. He is regularly engaged by clients to assist on the formation of funds with international considerations.

    • He has been very good at anticipating potential challenges, and ensuring that we are set up with both structure and documentation that meets or exceeds our objectives.

      Investment Funds respondentCanada

    • He is great at drafting complex ideas into agreements.

      Investment Funds respondentCanada

    • He is very responsive and he removes a lot of uncertainty in a closing process.

      Investment Funds respondentCanada

    • He has a deep knowledge of the market, is a very practical person and is very good at providing guidance.

      Investment Funds respondentCanada
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  • Mathieu Laflamme
    Mathieu Laflamme

    Mathieu Laflamme

    Québec City-based Mathieu Laflamme is noted for his experienced handling of private equity and venture capital fund formation. He is regularly engaged to assist with the formation of specialised funds.

    • His opinions are clear and detailed and share the risks associated with our case.

      Investment Funds respondentCanada

    • He is one of my top people in terms of pragmatism.

      Investment Funds respondentCanada

    • The quality, responsiveness and knowledge he has is great.

      Investment Funds respondentCanada
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  • Sean D. Sadler
    Sean D. Sadler

    Sean D. Sadler

    Sean Sadler is particularly notable for his securities regulatory expertise, including in relation to investment funds. His client base domestic and international entities.

    • I have always found his expertise, availability and sage advice to be indispensable.

      Investment Funds respondentCanada
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  • Shevaun McGrath
    Shevaun McGrath

    Shevaun McGrath

    Toronto-based Shevaun McGrath frequently assists with fund formation and is particularly notable for the depth of her experience acting for investors. She is well placed to advise on a range of transactions.

    • Shevaun is a fantastic lawyer who always goes above and beyond to meet client needs.

      Investment Funds respondentCanada

    • She knows the market, takes care of clients and is a great negotiator.

      Investment Funds respondentCanada

    • She is super practical, business-minded and commercial.

      Investment Funds respondentCanada
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  • Sonia J Struthers
    Sonia J Struthers

    Sonia J Struthers

    Montréal-based Sonia Struthers is well regarded for her handling of investment management mandates and possesses complementary expertise in derivatives.

    • She is a trusted partner to us.

      Investment Funds respondentCanada

    • She has very strong strategic expertise.

      Investment Funds respondentCanada

    • Her opinions are clear and detailed and she shares with us the risks associated with our case.

      Investment Funds respondentCanada
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Ranked Individuals at McCarthy Tétrault LLP (6)

Nationwide - Canada

Members

Provided by McCarthy Tétrault LLP

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