Canada: Investment Strategy

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Welcome to the Mondaq Strategy homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Economic Analysis, Government Policy, Public Finance, Investment Strategy, Management and Industry Updates and Analysis.

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...

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Wildeboer Dellelce LLP

CFIUS Takes Steps To Implement A Known Investor Program

The Committee on Foreign Investment in the United States (CFIUS) is poised to make the most substantial revisions to its review process for foreign investments...

Canada Government

TL

Torys 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.

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Borden Ladner Gervais LLP

Investment Opportunities In Canada: The Best Businesses To Start And Invest In.

Foreign entrepreneurs find Canada's business environment increasingly attractive for starting new businesses and recognizing it as a prime investment opportunity.

Canada Immigration

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Sobirovs Law Firm

ETF Regulations Due For A Refresh? CSA Launch Consultation On Proposed Amendments

Canada Commercial

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McMillan LLP

Emerge IRC Under OSC Prosecution: What Does It Mean?

Canada Commercial

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Fasken

Le gouvernement fédéral canadien publie un énoncé de politique sur les investissements dans les aéroports

Canada Transport

BC

Blake, Cassels & Graydon LLP

Investment Canada Act And Competition Act Quick Reference – 2025

Canada Anti-trust

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Osler, Hoskin & Harcourt LLP

To Stake Or Not To Stake: GP Staking vs. Alternative Liquidity Solutions

Canada Commercial

TL

Torys LLP

Catalyzing AI Infrastructure: Opportunities For Investment With The Canadian Sovereign AI Compute Strategy And The 2024 Fall Economic Statement

Canada Strategy

TL

Torys LLP

OSC's Investment Management Division Report Focused On AI, Crypto And ESG

Canada Strategy

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Borden Ladner Gervais LLP

Summary Of CIRO Exemptions Granted

Canada Commercial

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Borden Ladner Gervais LLP

Goodbye MRFP, Hello Fund Report: Proposed Changes To Continuous Disclosure Rules For Investment Funds

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Borden Ladner Gervais LLP

The Apple Orchard Edition

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Borden Ladner Gervais LLP

When Is Time Really "Of The Essence"? The Supreme Court Of Canada Reconsiders Delay, Termination And Contractual Certainty

Canada Commercial

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Gowling WLG

Evolving Needs For Emerging And High Growth Companies: Series A Stage (Video)

Canada Commercial

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Osler, Hoskin & Harcourt LLP

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

Canada Commercial

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Gowling WLG

Clarification On Joint Wills

CW

Clark Wilson LLP

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

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Rotfleisch & Samulovitch P.C.

Take Note(s)—An Important Reminder For Advisors

It is a long-standing best practice for advisors to keep notes of material conversations with their clients, especially those that relate to KYC, suitability and risk disclosure.

Canada Strategy

TL

Torys LLP

OSC Study On Ripening Changes Of AI In Retail Investing

Earlier this month, the Ontario Securities Commission (OSC) released a report on research performed in conjunction with the Behavioral Insights Team (BIT)...

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Borden Ladner Gervais LLP

Getting To The Root Of Continuous Disclosure For Investment Funds: Proposed Modernization

The Canadian Securities Administrators (CSA) recently released proposals to modernize the continuous disclosure regime for investment funds...

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Borden Ladner Gervais LLP

New Form Of Exit, New Set Of Issues: Continuation Funds And Co-Investments

Continuation funds or vehicles (CVs) have become ubiquitous in a macro environment in which exit options for private equity-held assets are scarce.

TL

Torys LLP

Defined Benefit Scheme Funding - The New Regime Takes Final Shape

Canada Strategy

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Gowling WLG

An Orchestrated Collection Of Information – 2024 CSA Investor Index

Canada Strategy

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Borden Ladner Gervais LLP

Canada Signals High Bar For Investment Canada Act Approvals For Acquisitions Of Critical Minerals Businesses

Canada Strategy

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Davies Ward Phillips & Vineberg

ESG Trends In Venture Capital: Governance Matters (Podcast)

Worldwide Commercial

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Osler, Hoskin & Harcourt LLP

Conseils pour réussir votre prochaine présentation auprès d'investisseurs

Canada Strategy

MT

McCarthy Tétrault LLP

Investment Tax Planning In Canada

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Rosen & Associates

Being Part Of The Group – EMDs Permitted To Sell In Prospectus Offerings

Canada Commercial

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McMillan LLP

ESG-Related Investment Fund Disclosure In 2024: "Walk Your Talk"

BL

Borden Ladner Gervais LLP

Investment Options For Doctors In Canada

Canada Insurance

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Crowe MacKay LLP

Sidecar Vehicles: Injecting Liquidity And Flexibility In A Challenging Fundraising Environment

Canada Transport

TL

Torys LLP

Being Part Of The Group – EMDs Permitted To Sell In Prospectus Offerings

On June 20, 2024, the Canadian Securities Administrators announced a coordinated blanket order allowing the temporary exemption from restrictions on exempt market dealers ("EMDs")...

Canada Commercial

ML

McMillan LLP

ESG-Related Investment Fund Disclosure In 2024: "Walk Your Talk"

Two years and two months after the Canadian Securities Administrators (CSA) published CSA Staff Notice 81-334 ESG-Related Investment Fund Disclosure (the Original Notice)...

BL

Borden Ladner Gervais LLP

Investment Options For Doctors In Canada

As a doctor, you've invested years in rigorous education and training and committed yourself to safeguarding your patients' health and well-being. Now, it's time to embark on another journey...

Canada Insurance

CM

Crowe MacKay LLP

Sidecar Vehicles: Injecting Liquidity And Flexibility In A Challenging Fundraising Environment

Fund sponsors continue to face a challenging fundraising market and many are sensitive to increasing investor demand for liquidity. Higher interest rates and public market...

Canada Transport

TL

Torys LLP

CSA Releases Updated Guidance On ESG-Related Investment Fund Disclosure

Canada Strategy

MT

McCarthy Tétrault LLP

CSA Publishes Updated Guidance On ESG-Related Investment Fund Disclosure

On March 7, 2024, the Canadian Securities Administrators (CSA) released Staff Notice 81-334 (Revised) ESG-Related Investment Fund Disclosure (the Revised Notice).

Canada Strategy

OH

Osler, Hoskin & Harcourt LLP

Do Canada's Modern Slavery Reporting Requirements Impact Investment Managers?

You may have seen recent headlines about a reporting requirement due on May 31, 2024, under the Fighting Against Forced Labour and Child Labour in Supply Chains Act...

BL

Borden Ladner Gervais LLP

Proposed Amendments To National Instrument 81-102 (NI 81-102): Investment Funds For Crypto Assets

On January 18, 2024, the Canadian Securities Administrators (CSA) published a notice and request for comment regarding proposed amendments (Proposed Amendments)...

Canada Technology

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Dentons Canada LLP

"Get On With It:" B.C.C.A. Lowers Bar For Dismissal For Want Of Prosecution

The B.C. Court of Appeal recently revised the test for the dismissal of a civil claim for delay, known in legalese as "want of prosecution." They did so by replacing the narrow requirement...

Canada Litigation

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Lawson Lundell LLP

Canada Needs An Economic Strategy Focused On Investment, Not Consumption

Canada Strategy

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Bennett Jones LLP

Common Ground: New Report Provides Standard Definitions For Key Responsible Investment Terms

Canada Strategy

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Borden Ladner Gervais LLP

OSC Issues New Summary Report With Guidance For Investment Fund And Structured Product Issuers

Canada Strategy

BL

Borden Ladner Gervais LLP

ETFs In The Spotlight: The CSA Review Exchange-Traded Funds

Canada Strategy

BL

Borden Ladner Gervais LLP

OSC Staff Summary Report For Investment Fund And Structured Product Issuers

Canada Strategy

BL

Borden Ladner Gervais LLP

SEC Finalizes Rules Affecting Private Fund Advisers

Canada Commercial

TL

Torys LLP

Learning Something New – CIRO's Proposed New Proficiency Model

Canada Strategy

BL

Borden Ladner Gervais LLP

Federal Critical Minerals Funding Unearthed

MT

McCarthy Tétrault LLP

Protectionism And Lack Of Investment Are Hobbling Canada's Economic Potential

Canada Strategy

BJ

Bennett Jones LLP

Canada's New SRO: A New Name, Enforcement And Policy Focus

Canada Strategy

BL

Borden Ladner Gervais LLP

Incentives For CCUS In Alberta

Canada Government

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Burnet, Duckworth & Palmer LLP

Wilkar Property Management Announces Investment From Canderel

Canada Real Estate

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Borden Ladner Gervais LLP

ESG Investing: Reliable Science Or Rotten Tomatoes?

Canada Strategy

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Lawyers Financial

A Book A Day Keeps The Monsters Away – IIROC Requests Expressions Of Interest For Enhanced Proficiency Regime

Canada Strategy

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Borden Ladner Gervais LLP

Views From The Market Podcast: Episode 58 - How One Firm's Unique Investment Strategy Creates Value And Growth For Small Businesses

Canada Commercial

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Stikeman Elliott LLP

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Latest Videos

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Flash 2 - Investing In Agricultural Lands In Québec: What You Need To Know (Video)

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Dentons Canada LLP

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