Financial Services

Looking directly at buildings in a financial district.

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 the following:

Our team acts for every major Canadian financial institution and numerous foreign lenders, providing 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.

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. Our cross-border practice is a core strength.

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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

  • 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)

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