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.

Related Expertise

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

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

  • Chambers Global: The World’s Leading Business Lawyers, 2012-2017, recognized in the area of 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."
  • IFLR 1000: The Guide to the World’s Leading Financial Law Firms, 2015-2017, Osler ranked in the areas of Banking, Financial Services Regulatory and Project Finance.
  • Chambers Canada: Canada’s Leading Lawyers for Business, 2016-2017 recognized in the area of Banking & Finance.
  • Listed as one of the “Most frequently recommended” firms in Ontario by the 2015 edition of The Canadian Legal Lexpert Directory for the Banking & Financial Institutions practice.

Larry Lowenstein explains the need for financial services institutions to build strong internal compliance structures to investigate, manage and minimize risk.

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