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 for an Ontario private company, including the establishment of a discretionary family trust.

August 2026

Structured and formed an Ontario limited partnership private credit fund implementing a novel business model.

August 2026

Structured and formed an Alberta GP/LP real estate fund in reliance on the offering memorandum exemption under NI 45-106.

July 2026