Services

Advising issuers, fund managers, private investment funds and exempt market participants on investment fund formation, securities compliance, offering memoranda, private placements, REITs, MICs, MFTs, GP/LPs,  LP agreements, and exempt offerings under NI 45-106.

Representative Experience

Implemented an estate freeze and succession reorganization for an Ontario private company, including the establishment of a discretionary family trust and issuance of new participating growth shares.

August 2026

Advised on the structuring and formation of an Ontario limited partnership private credit investment fund implementing a novel business model.

August 2026

Acted as securities counsel to a CSE-listed issuer, advising the CEO and board on continuous disclosure, corporate governance and securities law compliance.

July 2026