Canada: Investment Strategy

Foreign companies and investors evaluating opportunities in Canada must consider how tax planning affects deal economics, financing flexibility, cash repatriation, treaty access and exit value. The structure and financing of an investment can significantly impact returns, flexibility and the ability to execute future growth plans, making early attention to these issues critical to avoid unnecessary cost and complexity.

The Canadian federal government is proposing a transformative Productivity Mega Deduction that would allow businesses to immediately expense the full cost of eligible investments rather than spreading deductions...

Le gouvernement fédéral propose d'élargir considérablement les incitatifs fiscaux destinés à stimuler l'investissement des entreprises au Canada avec la mégadéduction à la productivité. Cette nouvelle mesure permanente pourrait modifier la façon dont les entreprises évaluent et planifient leurs investissements en équipement, technologies et autres actifs nécessaires à leur croissance.

Finance has evolved from a supporting function to a strategic driver in aerospace and defence, shaping how organisations fund innovation, manage risk and deliver complex programmes. As capital requirements grow and economic pressures mount, financial strategy is becoming central to competitiveness and long-term resilience in an increasingly uncertain global market.

Geopolitical disruptions and intensifying competition are driving Canadian governments to invest strategically in innovation, talent, and supply chain resilience. This edition explores recent regulatory developments in AI, employment law, financial services, and capital markets, while tracking the trend toward larger late-stage venture capital deals in 2026.

In this episode, Ellen Bessner and Brendan Monahan dig into one of the biggest barriers to effective financial planning: lack of communication between investors and advisors.

After an extensive, two-stage consultation by the Canadian Investment Regulatory Organization (CIRO), on March 12, 2026 the self-regulatory agency published the updated Guidance on Order Execution Only (OEO) account services and activities (the Updated OEO Guidance). The Updated OEO Guidance replaces the previously published 2021 Guidance Note 3400 21 003 and addresses the evolving needs of the growing do-it-yourself (DIY) investor population.

L'Organisme canadien de réglementation des investissements (« OCRI ») a publié son dernier rapport annuel sur la conformité (le « rapport »)...

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...