Canada: Investment Strategy

Subscribe

Welcome to the Mondaq Strategy homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Economic Analysis, Government Policy, Public Finance, Investment Strategy, Management and Industry Updates and Analysis.

DIY With OEO: But First, Read The Updated CIRO Guidance

After an extensive, two-stage consultation by the Canadian Investment Regulatory Organization (CIRO), on March 12, 2026 the self-regulatory agency published the updated Guidance on Order Execution Only (OEO) account services and activities (the Updated OEO Guidance). The Updated OEO Guidance replaces the previously published 2021 Guidance Note 3400 21 003 and addresses the evolving needs of the growing do-it-yourself (DIY) investor population.

Canada Strategy

BL

Borden Ladner Gervais LLP

L'avenir, c'est maintenant : Rapport sur la conformité 2026 de l'OCRI

L'Organisme canadien de réglementation des investissements (« OCRI ») a publié son dernier rapport annuel sur la conformité (le « rapport »)...

Canada Strategy

BL

Borden Ladner Gervais LLP

CSA Continue Efforts To Reduce Regulatory Burden For Investment Funds

On January 22, 2026, the Canadian Securities Administrators (the "CSA") published a notice (the "Notice") adopting certain amendments to National Instrument 81‑101 – Mutual Fund Prospectus Disclosure...

WD

Wildeboer Dellelce LLP

CFIUS Takes Steps To Implement A Known Investor Program

The Committee on Foreign Investment in the United States (CFIUS) is poised to make the most substantial revisions to its review process for foreign investments...

Canada Government

TL

Torys LLP

Boiling Down The Investment Management Division's Annual Report

BL

Borden Ladner Gervais LLP

Investment Opportunities In Canada: The Best Businesses To Start And Invest In.

Canada Immigration

S

Sobirovs Law Firm

ETF Regulations Due For A Refresh? CSA Launch Consultation On Proposed Amendments

Canada Commercial

ML

McMillan LLP

Emerge IRC Under OSC Prosecution: What Does It Mean?

Canada Commercial

F

Fasken

Le gouvernement fédéral canadien publie un énoncé de politique sur les investissements dans les aéroports

Canada Transport

BC

Blake, Cassels & Graydon LLP

Investment Canada Act And Competition Act Quick Reference – 2025

Canada Anti-trust

OH

Osler, Hoskin & Harcourt LLP

To Stake Or Not To Stake: GP Staking vs. Alternative Liquidity Solutions

Canada Commercial

TL

Torys LLP

Catalyzing AI Infrastructure: Opportunities For Investment With The Canadian Sovereign AI Compute Strategy And The 2024 Fall Economic Statement

Canada Strategy

TL

Torys LLP

OSC's Investment Management Division Report Focused On AI, Crypto And ESG

Canada Strategy

BL

Borden Ladner Gervais LLP

Summary Of CIRO Exemptions Granted

Canada Commercial

BL

Borden Ladner Gervais LLP

How To Master The 24-Month Holding Period Requirement For QSBC Shares And Lifetime Capital Gains Exemption In Canada

RS

Rotfleisch & Samulovitch P.C.

Fake It Till You Make It? Kings Bench Says “No”

Canada Employment

BR

Bow River Law

CRA Trust Reporting Requirements In Canada: T3 Filing Rules, Bare Trust Updates & Tax Audit Risk

RS

Rotfleisch & Samulovitch P.C.

McCutcheon v. The King – When Fake Tax Losses Lead To CRA Gross Negligence Penalties: The Risk Of Willful Taxpayer Blindness

RS

Rotfleisch & Samulovitch P.C.

Cyber Criminals Love Your Deals: How Hidden Cyber Risk Can Blow Up Your M&A (And What To Do About It)

MT

Miller Thomson LLP

Goodbye MRFP, Hello Fund Report: Proposed Changes To Continuous Disclosure Rules For Investment Funds

On Sept. 19, 2024, the Canadian Securities Administrators (CSA) published a notice proposing amendments to modernize the continuous disclosure regime for investment funds...

BL

Borden Ladner Gervais LLP

The Apple Orchard Edition

As the air takes on a decidedly chillier quality, apple orchards in Canada are reaching their peak season. Canada produces an impressive 1 billion pounds of apples each year...

BL

Borden Ladner Gervais LLP

Take Note(s)—An Important Reminder For Advisors

It is a long-standing best practice for advisors to keep notes of material conversations with their clients, especially those that relate to KYC, suitability and risk disclosure.

Canada Strategy

TL

Torys LLP

OSC Study On Ripening Changes Of AI In Retail Investing

Earlier this month, the Ontario Securities Commission (OSC) released a report on research performed in conjunction with the Behavioral Insights Team (BIT)...

BL

Borden Ladner Gervais LLP

Getting To The Root Of Continuous Disclosure For Investment Funds: Proposed Modernization

BL

Borden Ladner Gervais LLP

New Form Of Exit, New Set Of Issues: Continuation Funds And Co-Investments

TL

Torys LLP

Defined Benefit Scheme Funding - The New Regime Takes Final Shape

Canada Strategy

GW

Gowling WLG

An Orchestrated Collection Of Information – 2024 CSA Investor Index

Canada Strategy

BL

Borden Ladner Gervais LLP

Canada Signals High Bar For Investment Canada Act Approvals For Acquisitions Of Critical Minerals Businesses

Canada Strategy

DW

Davies Ward Phillips & Vineberg

ESG Trends In Venture Capital: Governance Matters (Podcast)

Worldwide Commercial

OH

Osler, Hoskin & Harcourt LLP

Conseils pour réussir votre prochaine présentation auprès d'investisseurs

Canada Strategy

MT

McCarthy Tétrault LLP

Investment Tax Planning In Canada

RA

Rosen & Associates

Being Part Of The Group – EMDs Permitted To Sell In Prospectus Offerings

Canada Commercial

ML

McMillan LLP

ESG-Related Investment Fund Disclosure In 2024: "Walk Your Talk"

BL

Borden Ladner Gervais LLP

Conseils pour réussir votre prochaine présentation auprès d'investisseurs

La présentation de votre projet à des investisseurs constitue une étape essentielle dans l'obtention de financement pour votre entreprise en démarrage.

Canada Strategy

MT

McCarthy Tétrault LLP

Investment Tax Planning In Canada

Investment tax planning is a crucial strategy for maximizing the returns on your investments while minimizing the taxes you owe. By understanding the various tax-advantaged accounts...

RA

Rosen & Associates

Being Part Of The Group – EMDs Permitted To Sell In Prospectus Offerings

On June 20, 2024, the Canadian Securities Administrators announced a coordinated blanket order allowing the temporary exemption from restrictions on exempt market dealers ("EMDs")...

Canada Commercial

ML

McMillan LLP

ESG-Related Investment Fund Disclosure In 2024: "Walk Your Talk"

Two years and two months after the Canadian Securities Administrators (CSA) published CSA Staff Notice 81-334 ESG-Related Investment Fund Disclosure (the Original Notice)...

BL

Borden Ladner Gervais LLP

Investment Options For Doctors In Canada

Canada Insurance

CM

Crowe MacKay LLP

CSA Issue Revised Guidance On ESG-Related Investment Fund Disclosure

On March 7, 2024, the Canadian Securities Administrators (the "CSA") released CSA Staff Notice 81-334 (Revised): ESG-Related Investment Fund Disclosure (the "Revised Notice").

WD

Wildeboer Dellelce LLP

This Is Not A Simulation: Canada Releases New Policies For Foreign Investments In Interactive Digital Media

On March 1, 2024, the Canadian government issued two policies that will be consequential for foreign investment in the Canadian gaming, virtual reality and digital media sectors...

Canada Government

BC

Blake, Cassels & Graydon LLP

CSA Publishes Updated Guidance On ESG-Related Investment Fund Disclosure

On March 7, 2024, the Canadian Securities Administrators (CSA) released Staff Notice 81-334 (Revised) ESG-Related Investment Fund Disclosure (the Revised Notice).

Canada Strategy

OH

Osler, Hoskin & Harcourt LLP

Do Canada's Modern Slavery Reporting Requirements Impact Investment Managers?

You may have seen recent headlines about a reporting requirement due on May 31, 2024, under the Fighting Against Forced Labour and Child Labour in Supply Chains Act...

BL

Borden Ladner Gervais LLP

Proposed Amendments To National Instrument 81-102 (NI 81-102): Investment Funds For Crypto Assets

Canada Technology

D

Dentons Canada LLP

"Get On With It:" B.C.C.A. Lowers Bar For Dismissal For Want Of Prosecution

Canada Litigation

sL

Lawson Lundell LLP

Canada Needs An Economic Strategy Focused On Investment, Not Consumption

Canada Strategy

BJ

Bennett Jones LLP

Common Ground: New Report Provides Standard Definitions For Key Responsible Investment Terms

Canada Strategy

BL

Borden Ladner Gervais LLP

OSC Issues New Summary Report With Guidance For Investment Fund And Structured Product Issuers

Canada Strategy

BL

Borden Ladner Gervais LLP

ETFs In The Spotlight: The CSA Review Exchange-Traded Funds

Canada Strategy

BL

Borden Ladner Gervais LLP

OSC Staff Summary Report For Investment Fund And Structured Product Issuers

Canada Strategy

BL

Borden Ladner Gervais LLP

SEC Finalizes Rules Affecting Private Fund Advisers

Canada Commercial

TL

Torys LLP

Learning Something New – CIRO's Proposed New Proficiency Model

Canada Strategy

BL

Borden Ladner Gervais LLP

Federal Critical Minerals Funding Unearthed

MT

McCarthy Tétrault LLP

Protectionism And Lack Of Investment Are Hobbling Canada's Economic Potential

Canada Strategy

BJ

Bennett Jones LLP

Canada's New SRO: A New Name, Enforcement And Policy Focus

Canada Strategy

BL

Borden Ladner Gervais LLP

Incentives For CCUS In Alberta

Canada Government

BD

Burnet, Duckworth & Palmer LLP

Wilkar Property Management Announces Investment From Canderel

Canada Real Estate

BL

Borden Ladner Gervais LLP

ESG Investing: Reliable Science Or Rotten Tomatoes?

Canada Strategy

F

Lawyers Financial

See more

Latest Videos

See more

Flash 2 - Investing In Agricultural Lands In Québec: What You Need To Know (Video)

D

Dentons Canada LLP

Mondaq uses cookies on this website. By using our website you agree to our use of cookies as set out in our Privacy Policy.

Learn More