Financial Services


Osler’s Financial Services Group acts for leading North American and international financial institutions and a wide variety of global industry leaders. With a network of offices across Canada and in New York, Osler’s Financial Services practice group is a fully integrated team that offers extensive knowledge of all aspects of financial services combined with an efficient cross-jurisdictional platform.

Our Financial Services Group provides leading expertise in:

Our team provides advice to a wide range of financial services industry players including banks, insurance companies, trust companies, pension funds, investment dealers and other leading financial institutions.  We advise financial institutions on a complete range of issues including mergers and acquisitions, the establishment of new entities, bank products, and regulatory compliance, both provincial and federal.  Osler acts for more Canadian financial institutions than any other law firm in Canada.

We also have significant experience in structuring, negotiating and documenting all types of financing transactions including cash flow loans, acquisition financings, syndications, asset based lending, distressed lending, project financings, public-private partnerships, subordinated debt arrangements, private placements, swaps, securitizations and structured finance arrangements.  We seamlessly navigate between U.S., international and Canadian lending environments to anticipate and address industry-specific issues and provide integrated banking and debt finance expertise on domestic and cross-border transactions.


Chris Bennett

Partner, Chair of Financial Services Practice

Lorne Carson

Partner, Corporate

Etienne Massicotte

Partner, Financial Services

Andrew G. Herr

Partner, Financial Services
New York
  • Echosec Systems Ltd.

    Echosec in its $2 million secured loan from TIMIA Capital

  • Entertainment One

    Entertainment One in its US$215 million proposed acquisition of Audio Network

  • Essar Steel Algoma

    Algoma Steel Inc. and certain senior secured term lenders in Canada in Algoma’s acquisition of substantially all the assets of Essar Steel Algoma in connection to a restructuring under the CCAA

  • UPL Limited

    UPL Limited in its US$4.2 billion acquisition of Arysta LifeScience

  • TD Bank

    TD Bank in connection with Air Canada’s acquisition of Aimia Canada

  • True Leaf Medicine International

    True Leaf in its $10.5 million convertible security financing

  • Concordia International Corp.

    Osler advises the Secured Debtholder Committee of Concordia International Corp. in connection with US$3.7 billion recapitalization transaction

  • Constellation Brands

    Constellation Brands in its $5.1 billion strategic investment in and partnership with Canopy Growth Corporation

  • PRO Real Estate Investment Trust

    PRO Real Estate Investment Trust in its $40.3 million equity offering including full exercise of over-allotment option

  • Ensign Energy Services Inc.

    Ensign Energy Services Inc. in its acquisition of Trinidad Drilling Ltd. for $947 million

  • Lithium Americas

    Lithium Americas in its strategic transaction with Ganfeng Lithium to jointly advance Caucharí-Olaroz

  • Caterpillar Financial Services Limited

    The dealers in an offering of medium term notes by Caterpillar Financial Services Limited

  • Dominion Voting Systems

    Dominion Voting Systems in its acquisition by its management team and Staple Street Capital

  • HPS Investment Partners, LLC

    HPS Investment Partners, LLC in its financing to Madison Dearborn Partners for a management led buyout of its minority capital partner

  • Brookfield Infrastructure’s acquisition of Enbridge’s Western Canadian Midstream Business

    The syndicate of lenders and the underwriters in connection with Brookfield Infrastructure’s $4.31 billion acquisition of Enbridge Inc.’s Western Canadian Midstream Business

  • Inkbox

    Inkbox in its financing of $17 million

  • South32

    South32 in its $2.1 billion acquisition of Arizona Mining

  • Kensington Capital Partners Limited

    Kensington Capital Partners Limited in its US$85 million recapitalization of Kenona Industries LLC

  • Fresche Solutions Inc.

    Fresche Solutions Inc. in its US$60 Million Financing

  • Laurentian Bank

    Laurentian Bank in the sale of its agricultural loan portfolio to National Bank for $474 million

  • The Stars Group Inc.

    The Stars Group Inc. in its acquisition and refinancing of increased equity interest in CrownBet Holdings Pty Limited.

  • Blackstone Property Partners

    Blackstone Property Partners in its acquisition of Pure Industrial Real Estate Trust for $3.8 billion

  • Hootsuite

    Hootsuite in its US$50 million credit financing from CIBC Innovation Banking

  • ThoughtWire

    ThoughtWire in its combined Series A and debt financing of $20 million

  • China Molybdenum Co., Ltd.

    China Molybdenum Co., Ltd. in the sale by Louis Dreyfus Company of its global metals business to NCCL Natural Resources Investment Fund for US$466 million

  • Find More

Osler’s Financial Services Group is recognized for our expertise by a variety of national and international directories:


  • Chambers Canada: Canada’s Leading Lawyers for Business, 2016-2019: Banking & Finance.
  • Chambers Global: The World’s Leading Business Lawyers, 2012-2018: Banking & Finance.
    • "Osler’s highly regarded banking and finance legal specialists have established the firm’s position as primary counsel to some of Canada’s largest financial institutions."


  • The Canadian Legal Lexpert Directory, 2019: Toronto, Ontario; Montreal, Quebec: Banking & Financial Institutions 

Legal 500

  • The Legal 500, 2018: Banking & Finance.

IFLR 1000

  • IFLR 1000: The Guide to the World’s Leading Financial Law Firms, 2015-2019: Osler ranked in the areas of Banking, Financial Services Regulatory and Project Finance.

Best Lawyers

  • The Best Lawyers in Canada, 2018-2019: Osler lawyers recognized in the area of Banking and Finance Law.

Expert Guides

  • Expert Guides: The Legal Media Group Guides to the World’s Leading Lawyers, 2018: Osler lawyers recognized as leaders in Banking & Finance.