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 March 2, 2026
PE Points – Winter 2026
PE Points brings you the latest legal insights and important news to keep you up to date on the ever-evolving private equity landscape.
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Osler Update January 8, 2026
Equity line financing: a strategic tool for large-scale projects in Canada
The equity line structure is a governance-rich approach to equity financing that aligns funding needs with project milestones.
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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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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
They consistently distinguish themselves with the quality of their work and their professionalism — no other firm in this space rises to their level.
In the Media
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Osler News March 17, 2026
179 Osler lawyers and 33 practice areas recognized in the 2026 Canadian Legal Lexpert Directory
Osler has been recognized as a market leader in the 2026 edition of The Canadian Legal Lexpert Directory.
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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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