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.

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

The Canadian Securities Administrators (CSA) have announced the adoption of Coordinated Blanket Order 51‑933 – Exemptions to Permit Semi‑Annual Reporting for Certain Venture Issuers (Blanket Order), effective March 19, 2026.

Canada Commercial

MA

MLT Aikins LLP

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

The comment period on the new liquidity risk management amendments (the “Proposed Amendments”) proposed by the Canadian Securities Administrators (“CSA”) closes March 27, 2026.

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

TL'Agence du revenu du Canada (l'« ARC ») a récemment revu l'application de la TPS/TVH aux commissions de suivi reçues par les courtiers en fonds communs de placement et annoncé...

MT

Miller Thomson LLP

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

The Canada Revenue Agency (CRA) has announced a significant change in the GST/HST treatment of trailing commissions in 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

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

WD

Wildeboer Dellelce LLP

Trailing Commissions No Longer Exempt?

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

2026 Thresholds For Canadian Merger Reviews

Canada Anti-trust

TL

Torys LLP

B.C. Budget 2026: Real Estate Highlights

F

Fasken

CRA Trust Reporting Requirements In Canada: T3 Filing Rules, Bare Trust Updates & Tax Audit Risk

RS

Rotfleisch & Samulovitch P.C.

Canada's Anti-Deferral Regime And The FAPI Rules: When Offshore Trust Structures Trigger More Tax

RS

Rotfleisch & Samulovitch P.C.

When A Donation Is Not Really A Gift: The Court's Rejects On Tax-Driven Charity Arrangements, Gifts Must Be Genuine; Walby v. Canada (2025 FCA 94)

RS

Rotfleisch & Samulovitch P.C.

Canadian M&A Outlook For 2026

In our previous M&A report, we said fortune would favour the bold and, at the outset of 2026, we're seeing that come to pass in a variety of ways.

Canada Commercial

TL

Torys LLP

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

The Canadian Securities Administrators (CSA) have finalized a package of amendments to modernize the continuous disclosure regime for investment funds.

D

Dentons Canada 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

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

CSA Proposals On Liquidity Risk Management

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

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

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

MT

McCarthy Tétrault LLP

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

The Internal Revenue Service and U.S. Treasury Department have proposed regulations (the Proposed Regulations) that would expand FIRPTA relief for domestically controlled REITs by repealing the corporate look-through rule introduced by final U.S. Treasury regulations issued in April 2024.

DW

Davies Ward Phillips & Vineberg

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

The U.S. Treasury recently released proposed regulations1 that would repeal the "domestic corporation look-through rule" and, instead, treat all domestic C corporations as domestic entities for purposes of determining whether a REIT is domestically controlled.

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

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

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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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