Investment Funds: Fund Formation
Canada Guide 2025 : Nationwide - Canada
Band 2
Email address
[email protected]Contact number
+1 877 973 5500About
Provided by Stikeman Elliott LLP
Stikeman Elliott is one of Canada's leading law firms in the investment funds and asset management space, with members of our team located in major financial centres around the world. Drawing upon a multi-disciplinary team that includes experts in investment funds, structured financial products, securities and derivatives compliance and tax, we bring cutting-edge and fully integrated technical expertise and experience advising on the structure, formation, distribution, management and ongoing regulatory compliance of investment funds and investment managers to each mandate.
Our team is active in both the public and private investment fund markets, including the fund of funds and private equity fund markets across a wide range of asset classes. We are regularly retained by public and private investment funds, investment fund managers, dealers and advisers, as well as financial institutions and other institutional investors. Members of our group also act for a number of publicly offered mutual funds, listed closed-end funds, hedge funds, limited partnerships, and structured vehicles.
In addition to fund formation, cross-border offerings and regulatory compliance work, we are involved in many mergers and acquisitions and other key transactional matters in the investment funds and asset management industry, including spin-outs and acquisitions for “multi-boutique” asset management platforms, as well as capital and regulation driven divestitures. www.stikeman.com
Chambers Review
Stikeman Elliott operates a broad investment fund practice acting for managers, dealers and investors on closed-end funds, mutual funds, hedge funds and real estate funds. The financial products and services group advises on regulatory compliance and transactional matters, including cross-border offerings. It regularly assists Europe-based investors with their Canadian business activities. The firm is also widely praised for its capabilities in fund formation, with notable strengths in both Montréaland Toronto.
Work Highlights
- Stikeman Elliott acted for Generation Investment Management on the Canadian aspects of the launch of Generation IM Climate Solutions Fund II.
Strengths
Provided by Chambers
"The team is always very responsive and able to meet any deadline."
"It is a very sophisticated team that is well versed in the world of fund structuring."
"The service level is excellent, with a very quick response time on any requested work."
"The lawyers have a great knowledge base and are very practical."
"The team is always very responsive and able to meet any deadline."
"It is a very sophisticated team that is well versed in the world of fund structuring."
"The service level is excellent, with a very quick response time on any requested work."
"The lawyers have a great knowledge base and are very practical."
Notable Practitioners
Alix d'Anglejan-Chatillon is an impressive investment funds lawyer based in Montréal. Her wide-ranging experience includes advising on the merger of asset management companies, as well as the ongoing administration of funds and fund restructuring.
"Alix is incredibly responsive, thoughtful and pragmatic. She gives clear guidance but also ensures we are aware of all options to support a clear decision."
"Alix d'Anglejan-Chatillon is very knowledgeable and offers good client service."
Toronto-based Jeffrey Elliott is highly respected for his knowledge of the formation and structuring of funds across various asset classes.
"Jeffrey Elliott offers fantastic execution on the funds side."
"Jeff provides great legal counsel. He makes himself available when he's needed. On the complicated legal matters, he's very quick to size up an issue and provide a solution."
Ranked Lawyers at
Stikeman Elliott LLP
Nationwide - Canada