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.

In The Chair With Tori Buffery (Podcast)

Growing up as the lone corporate in a family of creatives, Tori Buffery’s pioneering career in GP-led secondaries has been anything but conventional.

TL

Torys LLP

CSA Coordinated Blanket Order 33-930 - Exemptions From Certain Personal Information Requirements Under NI 33-109

The Canadian Securities Administrators have issued a coordinated blanket order exempting individuals from submitting certain personal information under National Instrument 33-109, including physical characteristics and citizenship details.

Canada Commercial

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Dentons Canada LLP

The Canada Strong Fund: Canada's First Sovereign Wealth Fund And The Federal Government’s New Nation-building Investment Strategy

On April 27, 2026, the federal government announced the creation of the Canada Strong Fund, presented as Canada's first national sovereign wealth fund.

GW

Gowling WLG

Canada Moves Ahead With Changes To Qualified Investments For Registered Plans

The Canadian federal government has introduced Bill C-31, which proposes significant changes to the qualified investment rules for registered plans.

OH

Osler, Hoskin & Harcourt LLP

Five Times Litigation Finance Can Change The Conversation With Your Client

OB

Omni Bridgeway

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

BL

Borden Ladner Gervais LLP

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

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

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

D

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

Walking The Journey With Founders: Joe Gill’s Approach To Supporting Saskatchewan Startups (Video)

Canada Commercial

ML

McKercher LLP

HR Compliance Audit

Canada Employment

FR

Fogler, Rubinoff LLP

The Duty To Accommodate Disabilities In The Workplace: A Step-By-Step Guide

Canada Employment

PH

Piccolo Heath

Sanctions Trump Contracts: Canadian Court Interprets “Control” Under Russian Sanctions

Canada International

C

Cassels

QSBC Shares And The 24 Month Holding Period Requirement

L

Linmac

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

As first announced in Budget 2025 and as many stakeholders have anticipated, the Department of Finance ("Finance")...

GW

Gowling WLG

Tokenization: The Future Of Fund Management?

Technology continues to shape the way investors interact with their assets. With the rise of neobrokers like Robinhood and WealthSimple, younger investors prefer direct, real-time and comprehensive access...

Canada Technology

DW

Davies Ward Phillips & Vineberg

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

Trailing Commissions No Longer Exempt?

For decades, mutual fund trailing commissions paid by mutual fund managers to licensed dealers — and by dealers to their agents — were generally treated as consideration for an exempt financial...

MK

Millar Kreklewetz

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

ML

McMillan LLP

CSA Continues Work To Modernize Continuous Disclosure For Investment Funds

BJ

Bennett Jones LLP

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

Canada Commercial

TL

Torys LLP

Secondaries In 2026: Continued Growth On The Horizon

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

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

The Canada Revenue Agency (CRA) has made a significant reversal of its longstanding administrative position on the GST/HST treatment of mutual fund trailing commissions.

BC

Blake, Cassels & Graydon LLP

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

The Canada Revenue Agency (CRA) has announced a major change to the goods and services tax/harmonized sales tax (GST/HST)...

BL

Borden Ladner Gervais LLP

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

Canada's implementation of the Organisation for Economic Co-operation and Development's Common Reporting Standard under Part XIX of the Income Tax Act...

BL

Borden Ladner Gervais LLP

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

Capital call facilities have become an increasingly important tool for private equity sponsors, providing flexibility and efficiency in fund management.

OH

Osler, Hoskin & Harcourt LLP

OSC Drips Update On OLTF Proposals

BL

Borden Ladner Gervais LLP

Understanding The OSC's Investment Management Division's 2025 Priorities: Insights From Staff Notice 81-739

On November 5, 2025, the Ontario Securities Commission (OSC) published OSC Staff Notice 81-739 Investment Management Division Annual Summary Report (the Staff Notice)...

BL

Borden Ladner Gervais LLP

Structuring An Impact Fund: Key Differences From Traditional Investment Funds

While there have been headwinds this year around diversity, equity, and inclusion (DEI) initiatives, impact investing is still very much alive and often forms a significant component of institutional portfolios.

Worldwide Finance

TL

Torys LLP

In The Chair With Chloe Berry (Podcast)

In this podcast series, Torys partner Zehra Sheerazi sits down with leaders from across Canada's corporate landscape to discuss their road to success, the insights they've gained from facing challenges and opportunities...

TL

Torys LLP

Open Banking 2025: Read, Write, And Rewrite The Rules

As we have written about previously (here, here, here and here), the journey toward open banking (also called consumer driven banking) in Canada has been marked...

MT

McCarthy Tétrault LLP

CRA Reassessments Behave Like Capital Events

CT

Counter Tax Litigators

Navigating The Relationship Between Retail Funds And Institutional Capital

TL

Torys LLP

Budget 2025: Restructuring Of The Qualified Investment Regime

ML

McMillan LLP

Future Of Stablecoins In Canada Following Budget 2025

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

BL

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

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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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