Service

Financial Services

Our team acts for leading North American and international financial institutions and a wide variety of global industry leaders.

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, 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 national platform.

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.


Key Contacts

Chair

Chris Bennett

Partner, Financial Services, Toronto

Etienne Massicotte

Partner, Financial Services, Montréal


Representative Work


Latest Insights

  • Blog Jun 27, 2024

    Securities and Exchange Commission approval of Ether ETFs

    The U.S. Securities and Exchange Commission has approved a proposed rule change allowing major exchanges to list Ethereum exchange-traded funds.

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    Securities and Exchange Commission approval of Ether ETFs
  • Webinar Jun 13, 2024

    Q2 2024 Economic Update with Stephen Poloz

    Osler Special Advisor and former Bank of Canada Governor Stephen Poloz will sit down with Emmanuel Pressman, National Co-Chair of the firm, and share ...

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    Q2 2024 Economic Update with Stephen Poloz
  • Osler Update Jun 5, 2024

    Incoming changes to consumer protection legislation in Ontario, New Brunswick and Newfoundland and Labrador

    Ontario, New Brunswick and Newfoundland and Labrador have introduced new legislation to overhaul their respective consumer protection regimes. This Os...

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    Incoming changes to consumer protection legislation in Ontario, New Brunswick and Newfoundland and Labrador
  • Osler Update May 29, 2024

    Incoming changes to consumer protection laws: implications for financial service providers

    Ontario, New Brunswick and Newfoundland and Labrador have introduced new legislation to overhaul their respective consumer protection regimes, includi...

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    Incoming changes to consumer protection laws: implications for financial service providers
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Awards and Recognition

  • 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); Canada Team of the Year (Banking) 2021

In the Media

  • Media Mentions Mar 10, 2024

    Big changes coming to how Canadians bank, but adoption likely to be slow – CityNews/Canadian Press

    Elizabeth Sale talks about open banking coming to Canada in a Canadian Press article by Ian Bickis.

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  • Osler News Feb 26, 2024

    Osler builds capital market expertise in Calgary with addition of two partners

    Osler is pleased to welcome Dan Shea and Jessica Myers as partners in the firm’s Calgary office.

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  • Media Mentions Jan 23, 2024

    The M&A champions in 2023! – Droit-inc

    Despite global mergers and acquisitions activity last year being the slowest for deal-making since 2013, there were several sectors that saw movement....

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  • Media Mentions Jan 5, 2024

    Lawrence Ritchie retires from FSRA Board

    Lawrence Ritchie has retired from the Financial Services Regulatory Authority of Ontario (FSRA) Board of Directors. He joined the newly-formed Board i...

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