Osler has decades of experience advising on fund investment activities to guide clients through the investment cycle from formation, product creation, structuring and sales, to operations, regulatory compliance and secondary transactions, as well as regulatory investigations and litigation.
Osler’s leading team of experts, recognized with a Band 1 ranking in Chambers Canada, provides top-tier advice on all aspects of investment funds and asset management, private funds, private equity and fund formation, including venture capital fund formation.
Our firm is innovative in the Canadian investment fund industry and has advised on multiple landmark deals and first-of-its-kind structures. Our team has established relationships with the most prominent investment fund managers and investors in Canada and the United States. Our wide range of expertise includes the formation of ETFs, mutual funds, private equity funds, venture funds, private debt funds, pooled funds, hedge funds, infrastructure funds and real estate funds, representing investors of all types as they invest in such funds, as well as advising on related fund reorganization and M&A transactions. Strong deal flows and regular interaction with leading fund managers and investors keep us at the forefront of industry and market practice.
The firm’s expertise positions us to advise on investment fund transactions across all asset classes, with the resources to execute on complex domestic and cross-border transactions. Our lawyers also advise on the registration, licencing and compliance requirements that dealers, advisers and investment fund managers must navigate to conduct business in this space. Osler’s cross-disciplinary team includes leading securities regulatory, taxation and disputes lawyers to help our clients manage related risks and compliance.
Key Contacts
Co-Chair
Partner, Corporate, Toronto
Co-Chair
Partner, Corporate and Co-Chair, Investment Funds and Asset Management, Toronto
Latest Insights
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Osler Update November 20, 2025
PE Points Newsletter
Osler’s National Private Equity Group has launched its quarterly PE newsletter: your source of private equity news and information.
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Osler Update October 21, 2025
Key competition law considerations when transferring portfolio businesses to continuation vehicles
Transferring a portfolio business to a continuation vehicle may be subject to mandatory notification under the Competition Act.
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Osler Update July 23, 2025
Québec amendments affecting financial sector aim to harmonize with other Canadian jurisdictions
We outline the key aspects of the amendments and how they affect participants in the province’s financial sector.
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Osler Update July 16, 2025
Proposed enhancements to the regulatory framework for exchange-traded funds by the Canadian Securities Administrators
A consultation paper proposes enhancements to the regulatory framework for exchange-traded funds.
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Stay up to date with our latest insights
SubscribeAwards and Recognition
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Recognized in Investment Funds (Band 1); Investment Funds: Fund Formation (Band 1).
—Chambers Canada: Canada’s Leading Lawyers for Business -
Recognized in Investment Funds & Asset Management (Toronto, Ontario; Montreal, Quebec).
—The Canadian Legal Lexpert Directory -
Osler lawyers recognized in Private Funds.
—Who’s Who Legal
In the Media
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Osler News September 25, 2025
Osler receives top rankings in 2026 edition of Chambers Canada
Osler is proud to have once again been ranked as a leading law firm in the 2026 edition of Chambers Canada.
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Osler News September 26, 2024
Osler receives top rankings in 2025 edition of Chambers Canada
Osler is proud to have once again been ranked as a leading law firm in the 2025 edition of Chambers Canada. The firm earned 20 Band 1 rankings (up...
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Media Mentions August 28, 2024
As CIRO consults on advisor incorporation, harmonization of rules proves challenging – The Globe and Mail
Earlier this year, the Canadian Investment Regulatory Organization (CIRO) released a policy paper outlining three potential approaches to...
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Media Mentions July 11, 2024
A conversation with Stephen Poloz on Canada’s economy, inflation, interest rates and productivity – ARC Energy Ideas podcast
In discussion during an ARC Energy Ideas podcast, Osler Special Advisor Stephen Poloz says Canada has a good opportunity to develop a critical...
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