Department profile
McCarthy Tétrault LLP

Investment Funds: Fund Formation

Canada Guide 2027 : Nationwide - Canada


McCarthy Tétrault LLP

Rankings

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: Fund Formation - Nationwide - Canada

Band 1

Band 1


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.

Work Highlights

Provided by Chambers

  • McCarthy Tétrault represented Ninepoint Partners in the initial public offering of Class A and Class F limited partnership units of Ninepoint 2025 Flow-Through Limited Partnership.

Strengths

Provided by Chambers

  • The team answers every inquiry with precision and exactitude.

    Investment Funds: Fund Formation respondentCanada
  • McCarthy Tétrault's fund formation and investment team is truly exemplary.

    Investment Funds: Fund Formation respondentCanada
  • McCarthy Tétrault distinguishes itself through the depth and breadth of its expertise across multiple practice areas, which allows the firm to provide integrated, practical guidance on complex, multifaceted matters.

    Investment Funds: Fund Formation respondentCanada
  • McCarthy Tétrault has a combination of deep market expertise, commercial pragmatism and strong execution capabilities. They consistently provide clear, actionable advice that balances legal precision with commercial realities, allowing us to make decisions efficiently without losing sight of key risks.

    Investment Funds: Fund Formation respondentCanada
  • The firm provides very insightful and helpful advice on the regulatory side.

    Investment Funds: Fund Formation respondentCanada

Notable Practitioners

Provided by Chambers

  • Band 1Shevaun McGrath
    Band 1Shevaun McGrath

    Shevaun McGrath

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

    • She is extremely knowledgeable and experienced.

      Investment Funds: Fund Formation respondentCanada
    • Shevaun brings a strong combination of technical expertise and commercial judgement to complex fund transactions.

      Investment Funds: Fund Formation respondentCanada
    • Shevaun provides pragmatic advice imbued with deep market knowledge.

      Investment Funds: Fund Formation respondentCanada
  • Band 2Jamie Becker
    Band 2Jamie 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.

    • Jamie is always great to work with and is thoughtful and effective in his drafting.

      Investment Funds: Fund Formation respondentCanada
    • He works so hard to understand the business and practices of his clients. Jamie also knows the market intimately.

      Investment Funds: Fund Formation respondentCanada
    • Jamie is wonderful and incredibly knowledgeable.

      Investment Funds: Fund Formation respondentCanada
    • Jamie makes the most complex transactions feel straightforward.

      Investment Funds: Fund Formation respondentCanada
  • Band 2Mathieu Laflamme
    Band 2Mathieu 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.

    • Mathieu's advice is indispensable to us.

      Investment Funds: Fund Formation respondentCanada
    • He is responsive, aware of our business realities and very knowledgeable on the market.

      Investment Funds: Fund Formation respondentCanada
    • He is top-notch at an interpersonal and intellectual level.

      Investment Funds: Fund Formation respondentCanada
  • Band 2Sean D. Sadler
    Band 2Sean D. Sadler

    Sean D. Sadler

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

    • He is thoughtful, and his core knowledge is high.

      Investment Funds: Fund Formation respondentCanada
    • Sean is a great regulatory lawyer.

      Investment Funds: Fund Formation respondentCanada
  • Band 3Sonia J Struthers
    Band 3Sonia 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 has an excellent knowledge of her field and is always solution-oriented.

      Investment Funds: Fund Formation respondentCanada
    • Sonia is an excellent partner to our business, and she cares about the results she achieves for us.

      Investment Funds: Fund Formation respondentCanada

Ranked Individuals at McCarthy Tétrault LLP (5)

Nationwide - Canada

Members

Provided by McCarthy Tétrault LLP

What success is built on

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

Explore thought leadership