Investment Funds: Fund Formation
Canada Guide 2025 : Nationwide - Canada
Band 3
Contact number
+44 20 7283 6000Chambers Review
Norton Rose Fulbright enjoys a growing presence in the Canadian investment funds market, with notable activity on fund formation and structuring mandates. The international law firm regularly advises on asset management and investment matters, with additional strength in securities law. The lawyers are well versed in private equity and venture capital funds, with notable knowledge in the real estate space.
Work Highlights
- Norton Rose Fulbright acted for FAX Capital on the formation of its first open-end private equity fund and capital raise.
Strengths
Provided by Chambers
"The team has great experience in both the legal and financial aspects of fund formation and management."
"The firm is very knowledgeable, with practical experience setting up funds in multiple sectors."
"Norton Rose has a range of team members to handle our needs."
"The lawyers are quick to understand the nuance and details and act in a commercially reasonable way."
"The team has great experience in both the legal and financial aspects of fund formation and management."
"The firm is very knowledgeable, with practical experience setting up funds in multiple sectors."
"Norton Rose has a range of team members to handle our needs."
"The lawyers are quick to understand the nuance and details and act in a commercially reasonable way."
Notable Practitioners
Based in Toronto, Michael Bunn is the head of the Funds and Asset Management International Business group in Canada. He regularly advises on the launch of private equity and hedge funds, in addition to assisting venture capital funds with raising capital.
"Michael Bunn offers excellent client service."
"He is a high-quality funds lawyer with in-depth knowledge of the market and the funds space."
Tommy Wong co-leads the firm's private equity group and operates from its Toronto office. He regularly advises on the formation of open-end funds and investment vehicles, as well as fund reorganisations.
"Tommy is very knowledgeable in securities law."
"Tommy is very experienced and has a great business sense. He is very creative when helping to structure funds."