Worldwide: Fund Management/ REITs

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Finance law and banking law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as capital adequacy, BASEL, acquisition finance, debt capital markets, fund finance, islamic finance, securitization and structured finance.

CIRO Tackles Account Transfers

On July 10, 2025, CIRO released two important documents intended to address account transfer delays. This is a topic that CIRO has identified as a significant issue that must be addressed to improve investor outcomes.

BL

Borden Ladner Gervais LLP

Investment Funds 2025 - Law And Practice

Canada has a well-established and diversified investment funds market that includes both a highly regulated retail funds sector and a growing...

Canada Commercial

F

Fasken

Investment Funds 2025 - Trends And Developments

Canada's investment funds sector continues to evolve in response to shifting market dynamics and investor expectations.

Canada Commercial

F

Fasken

Debt-for-Nature Conversion Projects: New Voluntary Practice Standards

In June 2025, a group of conservation organizations, chaired by The Nature Conservancy, published a new set of voluntary practice standards for debt conversion projects: the Practice Standards...

Worldwide Finance

BC

Blake, Cassels & Graydon LLP

Pilule empoisonnée rétroactive : l'Alberta Securities Commission publie les motifs de sa décision d'interdire les opérations

Canada Commercial

BC

Blake, Cassels & Graydon LLP

Autorité des marchés Financiers Proposes Changes To Fee Structure Applicable To Firms Registered Or Relying On Exemptions In Québec

TL

Torys LLP

The Investment Fund Rules Book

BL

Borden Ladner Gervais LLP

Alberta Securities Commission Releases Reasons For Cease-Trading Retroactive Poison Pill

Canada Commercial

BC

Blake, Cassels & Graydon LLP

Mr. Grenon's Legendary RRSP And Its Implications For Fund Manufacturers

BL

Borden Ladner Gervais LLP

Co-investment Trends In 2025: Continuation Vehicles, Warehousing Costs And Fees

TL

Torys LLP

New CSA Amendments Regarding Investments In Crypto Assets Come Into Force

Canada Technology

BJ

Bennett Jones LLP

Proposed Enhancements To The Regulatory Framework For Exchange-traded Funds By The Canadian Securities Administrators

Canada Commercial

OH

Osler, Hoskin & Harcourt LLP

La CVMO met la touche finale aux règles sur la distribution de fonds récupérés aux investisseurs lésés

BC

Blake, Cassels & Graydon LLP

Seeding The Future: Why GP Seeding Is Gaining Ground In Private Capital

Canada Commercial

TL

Torys LLP

Conflit d'intérêts dans l'administration d'une succession : ce que l'affaire Virdi Estate (Re) enseigne aux exécuteurs testamentaires

Canada Litigation

MT

Miller Thomson LLP

What Bill C-2 Means For Financial Institutions: Key Changes To Canada's Anti-money Laundering Regime

MT

Miller Thomson LLP

A Big Beautiful Betrayal For US Expats. Is Renunciation Of US Citizenship Now The Best (And Only) Option?

MP

Moodys Private Client Law LLP

Ontario Court Comments On AI Competency

Canada Technology

MT

McCarthy Tétrault LLP

Gift Or Loan? How To Help Your Child Buy A Home Without Legal Headaches

OE

O'Sullivan Estate Lawyers LLP

Les Opportunités De Financement Pour Les Autochtones Sous Forme De Prises De Participation — Une Tendance Marquée En 2025

Obtenir un financement à des conditions raisonnables peut constituer un obstacle important pour de nombreux groupes autochtones qui cherchent à prendre une participation dans des projets canadiens

MT

McCarthy Tétrault LLP

From Traditional Commercial Banking To Asset-based Lending: Key Considerations For Businesses Contemplating The Switch

Welcome to Credit Insights, a periodic series of articles where members of Torkin Manes' Banking & Financial Services Group examine and discuss technical aspects of lending transactions with a focus on the legal documentation...

TM

Torkin Manes LLP

Collateral Controversy: The J. Crew Manoeuvre And The Fight Over Loan Agreement Loopholes

In the 2010s, U.S.-based retailer J. Crew Group, Inc. (the "Borrower") negotiated certain of its credit agreements to include specific provisions which ultimately enabled it...

AB

Aird & Berlis LLP

CSA Finalizes Amendments To Public Crypto Asset Fund Rules

On April 17, 2025, the Canadian Securities Administrators (CSA) published final amendments (the Amendments) to National Instrument 81-102 Investment Funds (NI 81-102) and the Companion Policy...

Canada Technology

BL

Borden Ladner Gervais LLP

Qu'arrive-t-il Lorsqu'un Mandataire Manque À Ses Obligations Fiduciaires En Vertu D'une Procuration?Observations Tirées De L'affaire Holmes v. Modry

MT

Miller Thomson LLP

What Happens When An Attorney Breaches Fiduciary Duties Under A POA? Insights From Holmes v. Modry

MT

Miller Thomson LLP

35 Years Of ETFs: The Evolution Of A Canadian Innovation

Canada Technology

BL

Borden Ladner Gervais LLP

ONR Limited Partnership: What Can't An Agent Do?

MT

McCarthy Tétrault LLP

Nouvelles normes de conduite commerciale en dérivés pour les sociétés non canadiennes

FF

Fasken (French)

New Derivatives Business Conduct Standards For Non-Canadian Firms

F

Fasken

ASC Grants Novel Exemptive Relief To Permit A Family Office To Act As Dealer, Adviser And Investment Fund Manager

BL

Borden Ladner Gervais LLP

Exit Strategies: The Rise Of Co-investments

Canada Commercial

TL

Torys LLP

Pension Governance Considerations

Canada Employment

TL

Torys LLP

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

Canada Commercial

TL

Torys LLP

ASC Grants Novel Exemptive Relief To Permit A Family Office To Act As Dealer, Adviser And Investment Fund Manager

The Alberta Securities Commission (ASC) has granted exemptive relief to permit a family office to act as a dealer, adviser and investment fund manager for the family...

BL

Borden Ladner Gervais LLP

Exit Strategies: The Rise Of Co-investments

Continuation funds or vehicles (CVs) have become ubiquitous in a macro environment in which exit options for private equity-held assets are scarce.

Canada Commercial

TL

Torys LLP

Pension Governance Considerations

Private equity funds often seek Canadian pension plans as investors. Canadian pension funds, including those that are too small to invest more directly in private assets...

Canada Employment

TL

Torys LLP

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

Historically, a GP's source of liquidity was self-generated. Whether through management fees or house carry, sources of cash for a sponsor came from within the sponsor's structure.

Canada Commercial

TL

Torys LLP

Governance Insights: A Review Of Shareholder Activism In Canada For 2024: Key Decisions And Trends To Watch For In 2025

Canada Commercial

DW

Davies Ward Phillips & Vineberg

Venture Capital In The Balance: Steering Through Market Turbulence

As the dust settled over the post-pandemic venture capital landscape in 2024, opportunities and challenges emerged for venture fund managers and technology companies in Canada.

Canada Commercial

OH

Osler, Hoskin & Harcourt LLP

A First Home Of One's Own: Making Sense Of Canada's Housing Market

In this blog we ask, what does it really take to buy a home? And is the dream of home ownership realistic for young Canadians?

Canada Real Estate

F

Lawyers Financial

Realtors And Buyers Take Heed: The Prohibition On The Purchase Of Residential Property By Non-Canadians Act

Effective January 1, 2023, the Prohibition on the Purchase of Residential Property by Non-Canadians Act (the "Act") and the connected regulations (the "Regulations") prohibit non-Canadians...

SL

Stringam LLP

Real Estate Joint Ventures For Investors: Liquidity Provisions (Video)

When it comes to JV agreements, it's all about getting the terms right from the beginning, especially for liquidity provisions.

TL

Torys LLP

From Concepts To Compliance: OSC Consults On Long-Term Asset Funds

BL

Borden Ladner Gervais LLP

CIRO Releases Phase 4 Of The Rule Consolidation Project

BL

Borden Ladner Gervais LLP

Private Real Estate Investment Trusts: A Smart Plan For Business Growth

BL

Borden Ladner Gervais LLP

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

BL

Borden Ladner Gervais LLP

Not Out Of The Woods Yet: When Regulatory Settlements Have Downstream Consequences For Class Action Certification

Canada Litigation

MT

McCarthy Tétrault LLP

The Apple Orchard Edition

BL

Borden Ladner Gervais LLP

Top Three Tax Issues In Co-Investments

TL

Torys LLP

Back To School Homework – Key Highlights And Takeaways From The 2024 OSC Registration, Inspections And Examinations Division Summary Report

Canada Commercial

ML

McMillan LLP

Let's Inspect The OSC's 2024 Registration, Inspections And Examinations Division Summary Report

BL

Borden Ladner Gervais LLP

Highlights Of The OSC Registrant Report For 2023-24 For PMs, IFMs And EMDs

MT

McCarthy Tétrault LLP

Final Amendments To Canada's OTC Derivatives Trade Reporting Rules Released

BC

Blake, Cassels & Graydon LLP

OSC's Annual Summary Report For Dealers, Advisers And Investment Fund Managers

BL

Borden Ladner Gervais LLP

Bulletin | Ice Cream Edition | July 2024

BL

Borden Ladner Gervais LLP

CIRO Enforcement Report

BL

Borden Ladner Gervais LLP

Important Reminder: Total Cost Reporting

BL

Borden Ladner Gervais LLP

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Latest Videos

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Real Estate Joint Ventures For Investors: Liquidity Provisions (Video)

TL

Torys LLP

First-Time Funds Series – Video #9: Remedies (Video)

TL

Torys LLP

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