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.


Related Expertise

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
  • South32

    South32 in its announced $2.1 billion acquisition of Arizona Mining

  • 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

  • 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

  • Reliance LP

    Syndicate of agents co-led by RBC Dominion Securities Inc. and CIBC World Markets Inc. in connection with the $400 million note offering by Reliance LP

  • Kinder Morgan Canada Limited

    Syndicate of underwriters co-led by CIBC World Markets Inc., Scotia Capital Inc., RBC Dominion Securities Inc. and TD Securities Inc. in connection with the $250 million public offering

  • Dominion Diamond Corporation

    Lenders and underwriters in the acquisition of Dominion Diamond Corporation by Washington Companies Corp.

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

  • The Canadian Legal Lexpert Directory, 2017-2018, Toronto, Ontario, Osler ranked in the area of Banking & Financial Institutions practice as Most Frequently Recommended.
    • 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.
  • The Canadian Legal Lexpert Directory, 2017-2018, Montreal, Quebec, Osler ranked in the area of Banking & Financial Institutions practice as Consistently Recommended.
  • The Canadian Legal Lexpert Directory, 2017-2018, Calgary, Alberta, Osler ranked in the area of Banking & Financial Institutions practice as Repeatedly Recommended.
  • Chambers Global: The World’s Leading Business Lawyers, 2012-2018, 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."
  • The Legal 500, 2018, recognized in the area of Banking & Finance.
  • Chambers Canada: Canada’s Leading Lawyers for Business, 2016-2018, recognized in the area of Banking & Finance.
  • IFLR 1000: The Guide to the World’s Leading Financial Law Firms, 2015-2018, Osler ranked in the areas of Banking, Financial Services Regulatory and Project Finance.
  • The Best Lawyers in Canada, 2018, Osler lawyers recognized in the area of Banking and Finance Law.