Canada: 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.

Five Times Litigation Finance Can Change The Conversation With Your Client

Litigation finance can be a strategic tool throughout the lifecycle of a case, not just a last resort. Understanding when to introduce funding to clients—from initial budgeting through unexpected delays...

OB

Omni Bridgeway

Want To Deal With Canadian Clients Or Investors? What You Need To Know Before You Cross The Border

Canada's unique regulatory environment can present opportunities and challenges for U.S. firms looking to offer their funds or services to Canadians.

BL

Borden Ladner Gervais LLP

One Rulebook To Rule Them All: CIRO Publishes Consolidated Rule Book For Comment

The Canadian Investment Regulatory Organization (CIRO) has been consolidating the rule sets for investment dealers and mutual fund dealers for the past several years...

BL

Borden Ladner Gervais LLP

Moins De Formalités Et Plus De Dynamisme Sur Les Marchés : Les ACVM Redéfinissent Le Cadre De Déclaration Des Émetteurs Émergents

Le 19 mars 2026, les Autorités canadiennes en valeurs mobilières (les « ACVM ») ont annoncé la mise en œuvre d’un projet pilote autorisant les émetteurs émergents admissibles...

Canada Commercial

MT

Miller Thomson LLP

CSA Launches Pilot Project Allowing Semi-annual Financial Reporting For Certain Venture Issuers

Canada Commercial

MA

MLT Aikins LLP

Liquidity Risk Management (LRM) In Focus: Key Issues For Stakeholders To Evaluate Under The CSA’s Proposed Framework

ML

McMillan LLP

Les commissions de suivi liées aux fonds communs de placement sont assujetties à la TPS/TVH – L'Agence du revenu du Canada revoit sa position

MT

Miller Thomson LLP

GST/HST And Trailing Commissions: Changes For The Mutual Fund Industry

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Dentons Canada LLP

Final CSA Rules On Related Party Reporting And Disclosure In Financial Statements: What Investment Fund Managers Need To Know

BL

Borden Ladner Gervais LLP

Faits récents touchant la segmentation de valeurs mobilières en unités au Canada

Canada Wealth Mgt

BC

Blake, Cassels & Graydon LLP

Finance Consults On Adding "Domestic Content" To Clean Economy Investment Tax Credits

GW

Gowling WLG

Tokenization: The Future Of Fund Management?

Canada Technology

DW

Davies Ward Phillips & Vineberg

CSA Continue Efforts To Reduce Regulatory Burden For Investment Funds

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Wildeboer Dellelce LLP

Trailing Commissions No Longer Exempt?

MK

Millar Kreklewetz

Distinguishing Between Disciplinable Gossip And Actionable Good Faith Concerns In The Workplace

Canada Employment

RG

Roper Greyell LLP – Employment and Labour Lawyers

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

Canada Employment

BR

Bow River Law

Closing The Loophole On Indirect Trust Transfers And The 21-Year Deemed Disposition Rule: New Measure In Budget 2025

RS

Rotfleisch & Samulovitch P.C.

Understanding CRA Form T106 And How It Compares To U.S. Reporting Requirements

RS

Rotfleisch & Samulovitch P.C.

Update On The Capital Gains Exemption And Qualified Small Business Corporation Shares

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O'Sullivan Estate Lawyers LLP

CRA Changes Its Policy On GST/HST Treatment Of Mutual Fund Trailing Commissions

The Canada Revenue Agency (the "CRA") recently issued a GST/HST Interpretation Letter that introduces a significant policy change to the GST/HST treatment of trailing commissions (the "Proposed Policy Change").

ML

McMillan LLP

CSA Continues Work To Modernize Continuous Disclosure For Investment Funds

The Canadian Securities Administrators (CSA) have finalized amendments to various National Instruments and announced continuing work to modernize the continuous disclosure regime for investment...

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Bennett Jones LLP

Co‑investing In A Retail Age: Allocation, Economics And Alignment

Institutional co-investors are coming off another banner year, but beneath the surface, DPI concerns, higher return thresholds, tightening liquidity and widening vintage‑year dispersion are making today's...

Canada Commercial

TL

Torys LLP

Secondaries In 2026: Continued Growth On The Horizon

Aside from death and taxes, certainty is famously elusive. Yet it would require some spectacular plot twists for the secondaries market to disappoint in 2026.

Canada Commercial

TL

Torys LLP

Canadian M&A Outlook For 2026

Canada Commercial

TL

Torys LLP

Canadian Securities Administrators Modernize Investment Fund Continuous Disclosure: Final Amendments Released

D

Dentons Canada LLP

Canada Revenue Agency To Expand GST/HST To Mutual Fund Trailing Commissions As Of July 2026

BC

Blake, Cassels & Graydon LLP

Canada Revenue Agency Reverses Its Long-standing Position On The GST/HST Status Of Mutual Fund Trailing Commissions

BL

Borden Ladner Gervais LLP

New Year, New Compliance Obligations: CRA Releases Updated CRS Guidance

BL

Borden Ladner Gervais LLP

Capital Call Facilities: Key Considerations And Protections For Private Equity Funds

OH

Osler, Hoskin & Harcourt LLP

OSC Drips Update On OLTF Proposals

BL

Borden Ladner Gervais LLP

The Maple Standard: New Proposed Liquidity Risk Framework

BL

Borden Ladner Gervais LLP

Finding The Right Flow: Proposed New Self-certified Investor Prospectus Exemption

BL

Borden Ladner Gervais LLP

Boiling Down The Investment Management Division's Annual Report

BL

Borden Ladner Gervais LLP

OSC Drips Update On OLTF Proposals

Late in November, the Ontario Securities Commission (OSC) released OSC Staff Notice 81-740 Update on Long-Term Asset Fund Project which discussed key themes and questions from industry stakeholders...

BL

Borden Ladner Gervais LLP

The Maple Standard: New Proposed Liquidity Risk Framework

Significant changes have been proposed to National Instrument 81-102 Investment Funds and its companion policy that would impact...

BL

Borden Ladner Gervais LLP

Finding The Right Flow: Proposed New Self-certified Investor Prospectus Exemption

Fall is always a busy time for regulatory consultations and Fall 2025 was no different as the regulators in a number of jurisdictions other than British Columbia and Québec released CSA Notice...

BL

Borden Ladner Gervais LLP

Boiling Down The Investment Management Division's Annual Report

The Ontario Securities Commission's investment management division is responsible for the regulatory framework for investment funds, investment fund managers and portfolio manager services.

BL

Borden Ladner Gervais LLP

CSA Proposals On Liquidity Risk Management

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Borden Ladner Gervais LLP

CRA Reassessments Behave Like Capital Events

The CRA's first formal position reshapes liquidity, governance rhythm, and the company's control of the dispute.

CT

Counter Tax Litigators

Navigating The Relationship Between Retail Funds And Institutional Capital

As the private funds market continues to evolve, fund sponsors are increasingly launching (or seeking to launch) retail-oriented investment products to invest in or alongside traditional private funds.

TL

Torys LLP

Budget 2025: Restructuring Of The Qualified Investment Regime

In 2023, over $147 billion was contributed to Canadian tax-exempt registered plans, including registered retirement savings plans ("RRSPs"), registered...

ML

McMillan LLP

Future Of Stablecoins In Canada Following Budget 2025

On November 4, 2025, the Canadian federal government released Budget 2025.1 This budget introduces significant structural shifts, including $141 billion in new spending on housing, infrastructure...

Canada Technology

CO

Cozen O'Connor

Federal Budget Briefing 2025

OH

Osler, Hoskin & Harcourt LLP

Qualified Investment Regime Overhaul: New Opportunities For The Investment Fund Industry

BL

Borden Ladner Gervais LLP

IRS Proposed Regulations Restore Key FIRPTA Relief For REIT Structures

DW

Davies Ward Phillips & Vineberg

U.S. Releases Proposed Regulations Affecting REIT Look-through Rules

TL

Torys LLP

BCSC 2024 Compliance Report Card: A Sneak Peek Of The 2024 CFR Sweep Findings

Canada Commercial

BL

Borden Ladner Gervais LLP

Zimmerman v. Mcmichael Estate: Why Executors Must Keep Good Records

Canada Wealth Mgt

CM

Casey & Moss LLP

AMF Proposed Fee Changes

BL

Borden Ladner Gervais LLP

Proceeds Of Crime? From Suspicion To Belief: Key Points For Financial Institutions

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Borden Ladner Gervais LLP

Autorité Des Marchés Financiers Consultation On Fee Recalibration

BL

Borden Ladner Gervais LLP

The ROI Of A.I.-Powered Legal Translation

Alexa Translations

From Draft To Disclosure: Streamlining Multilingual Regulatory Reporting In Finance And Legal Teams

Alexa Translations

Top 5 Reasons Fall Is Key To Choosing Your Compliance Translation Partner

Alexa Translations

Proposal For CRS To Impose Obligations In Respect Of Crypto, Electronic Money Products And Digital Currency

BL

Borden Ladner Gervais LLP

GP Stakes: Is One Of Your LPs Your Next GP Partner?

TL

Torys LLP

CSA's Chargeback Ban Proposal: A Quick Reminder Before Comments Close

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Fasken

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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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