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.

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

2025 Federal Budget Tax Highlights

CM

Crowe MacKay LLP

Efficient Mortgage Enforcement, Meet The Ontario Civil Court System

CP LLP

2025 Canada Federal Budget: A Summary Of Key Tax Proposals

MT

Miller Thomson LLP

SCC Gives Green Light For Cull Of Ostriches At BC Ostrich Farm

Canada Litigation

C

Cassels

Torys On Budget 2025: Tax Highlights

TL

Torys LLP

AMF Proposed Fee Changes

The Autorité des marchés financiers has proposed changes to some of its fees impacting registrants in the Province of Québec. Some fees would be reduced, such as registration fees applicable to investment dealers...

BL

Borden Ladner Gervais LLP

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

The problem: Funds are on account; provenance of funds is suspect, and an investigation brings into question whether there are ‘reasonable grounds to believe' that the funds are directly or indirectly tainted as proceeds...

BL

Borden Ladner Gervais LLP

Autorité Des Marchés Financiers Consultation On Fee Recalibration

On June 26, 2025, the Autorité des marchés financiers (AMF) published a notice of consultation regarding changes to certain fees and penalties prescribed by the Securities Act (Québec) and the Derivatives Act (Québec).

BL

Borden Ladner Gervais LLP

The ROI Of A.I.-Powered Legal Translation

Law firms lose thousands of billable hours every year to manual translation processes that drain productivity and increase costs.

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

F

Fasken

Proposition des ACVM sur l'interdiction de la rétrofacturation : bref rappel avant la fin de la période de consultation

FF

Fasken (French)

CIRO Tackles Account Transfers

BL

Borden Ladner Gervais LLP

Investment Funds 2025 - Law And Practice

Canada Commercial

F

Fasken

Investment Funds 2025 - Trends And Developments

Canada Commercial

F

Fasken

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

Worldwide Finance

BC

Blake, Cassels & Graydon LLP

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

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

Co-investments continue to remain a staple for both general partners (GPs) and limited partners (LPs) in a continuously complicated fundraising environment.

TL

Torys LLP

New CSA Amendments Regarding Investments In Crypto Assets Come Into Force

New amendments and changes to National Instrument 81-102 Investment Funds (NI 81-102) and its Companion Policy 81-102CP took effect on July 16, 2025, regulating public investment funds that invest in crypto assets.

Canada Technology

BJ

Bennett Jones LLP

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

On June 19, 2025, the Canadian Securities Administrators (CSA) published consultation paper 81-409 – Enhancing Exchange-Traded Fund Regulation: Proposed Approaches and Discussion to propose...

Canada Commercial

OH

Osler, Hoskin & Harcourt LLP

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

Le 12 juin 2025, la Commission des valeurs mobilières de l'Ontario (la « CVMO ») a publié ses règles définitives afin de mettre en œuvre...

BC

Blake, Cassels & Graydon LLP

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

Canada Commercial

TL

Torys LLP

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

MT

McCarthy Tétrault LLP

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

TM

Torkin Manes LLP

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

AB

Aird & Berlis LLP

CSA Finalizes Amendments To Public Crypto Asset Fund Rules

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

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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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