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.

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

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

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

OSC Drips Update On OLTF Proposals

BL

Borden Ladner Gervais LLP

Employee Or Independent Contractor?

MK

Millar Kreklewetz

From Excess To Discipline To Scarcity: What Allied Gold's 27% Premium Tells Us About The Next Phase Of Gold M&A

Canada Commercial

GW

Gowling WLG

CRA Introduces Software-Specific Controls For EFILE Accounts, A Safety Feature, Starting In 2026

RS

Rotfleisch & Samulovitch P.C.

Bad Faith Neighbours And Blocked Views: What Canadian Courts Will And Won't Do

Canada Litigation

MT

Miller Thomson LLP

Clarification On Joint Wills

CW

Clark Wilson 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

On November 27, 2025, the Canadian Securities Administrators (CSA) published for comment proposed amendments to National Instrument 81-102 Investment Funds (NI 81-102) and its Companion Policy...

BL

Borden Ladner Gervais LLP

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

BL

Borden Ladner Gervais LLP

Structuring An Impact Fund: Key Differences From Traditional Investment Funds

Worldwide Finance

TL

Torys LLP

In The Chair With Chloe Berry (Podcast)

TL

Torys LLP

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

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

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

The Honourable François-Philippe Champagne, Minister of Finance and National Revenue, tabled the Liberal government's ninth budget on November 4, 2025.

OH

Osler, Hoskin & Harcourt LLP

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

On Nov. 4, 2025 (Budget Day), the Honourable François-Philippe Champagne tabled the federal budget titled "Budget 2025: Canada Strong" (Budget 2025).

BL

Borden Ladner Gervais LLP

IRS Proposed Regulations Restore Key FIRPTA Relief For REIT Structures

DW

Davies Ward Phillips & Vineberg

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

Financial institutions are under growing pressure to deliver accurate, timely, and bilingual regulatory disclosures. Increased regulatory complexity means 2025's...

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

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

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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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