Financial Services

Overview

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.

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Chris Bennett

Partner, Chair of Financial Services Practice
Toronto

Lorne Carson

Partner, Corporate
Calgary

Etienne Massicotte

Partner, Financial Services
Montréal

Andrew G. Herr

Partner, Financial Services
New York
  • Canada Infrastructure Bank

    Canada Infrastructure Bank in its $407.5 million loan to create additional irrigable acres in Alberta

  • Dream Hard Asset Alternatives Trust

    Dream Hard Asset Alternatives Trust in its $120 million green loan for its Sussex Centre complex

  • ProNavigator

    CIBC Innovation Banking in ProNavigator’s $5.6 million financing round

  • Kineticor Resource Corp.

    Kineticor Resource Corp. in the development and financing of the $1.5 billion Cascade Power Project

  • EllisDon Capital Inc. and EllisDon Infrastructure Healthcare

    EllisDon Capital Inc. in its $260 million DBFM contract

  • VetStrategy

    Lenders in Berkshire Partners’ acquisition of VetStrategy

  • Canada’s Big 6 “D-SIB Banks”

    Canada’s Big 6 “D-SIB Banks” in connection with the Canadian Emergency Business Account program initiated by Export Development Canada on behalf of Canada

  • The Bank of Nova Scotia

    The Bank of Nova Scotia in its US$1.25 billion senior notes offering

  • KingSett Capital

    KingSett Capital on behalf of KingSett Real Estate Growth LP No.7, KingSett Canadian Real Estate Income Fund and other investors, in connection with the announced $4.8 billion acquisition, with Starlight Investments, of Northview Apartment REIT

  • Sensibill

    Sensibill in its $5 million debt financing

  • Greengate Power Corporation

    Greengate Power Corporation in its agreement with Copenhagen Infrastructure Partners to develop Travers Solar – Canada’s largest operating solar energy project

  • Princeton Holdings Limited

    Princeton Holdings Limited in the sale of The Guarantee Company of North America and Frank Cowan Company Limited to Intact Financial Corporation.

  • Maple Leaf Foods

    Maple Leaf Foods in its sustainability-linked credit facilities

  • Steel Reef Infrastructure Corp.

    Steel Reef Infrastructure Corp. in its $500 million acquisition of natural gas infrastructure assets from Crescent Point Energy Corp.

  • Samsung C&T U.K. Limited

    Samsung C&T U.K. in its US$11.25 million gold doré prepayment facility to Great Panther Mining Limited

  • ePACT

    ePACT in its $2.5 million debt financing

  • Mobilinx Hurontario General Partnership

    Mobilinx Hurontario General Partnership as a successful proponent for the $4.6 billion Hurontario LRT project

  • PRO Real Estate Investment Trust

    PRO Real Estate Investment Trust in its $57.6 million equity offering

  • BMO

    BMO in its US$500 million inaugural additional Tier 1 note offering

  • 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

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  • Chambers Canada: Canada’s Leading Lawyers for Business: Recognized in Banking & Finance
  • Chambers Global: The World’s Leading Lawyers for Business: Recognized in 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: Recognized in Banking & Financial Institutions (Toronto, Ontario; Montreal, Quebec)
  • Legal 500: Recognized in Banking & Finance
  • IFLR 1000: Recognized in Banking; Financial Services Regulatory; and Project Finance (Tier 1)