Investment Funds: Fund Formation
Canada Guide 2025 : Nationwide - Canada
Band 1
Email address
[email protected]Contact number
+1 416 865 0040About
Provided by Torys LLP
We are uniquely equipped to serve clients investing in Canada, the U.S. or globally, offering sophisticated solutions for fund formation and alternative investments across asset classes.
We have a long track record helping clients realize their fund formation and investment activities across a wide range of strategies—from private equity buyout, venture and growth capital, to alternatives such as hedge, real estate and infrastructure.
Our team members in our Toronto, Calgary, Montréal and New York offices work seamlessly together, offering integrated transactional, regulatory, tax and structuring advice on our clients’ work, drawing from our long history in the private equity industry and our understanding of changing market terms and industry practices.
Our Investment Funds and Asset Management team is highly regarded for its development and implementation of cutting-edge products and programs. We are recognized as having one of the leading international investment management practices.
Chambers Review
Torys is a Toronto and Calgary-based law firm that assists clients with a range of issues, including fund formation and launches. The team is noted for advising on bespoke fund platforms, in addition to providing guidance on the structuring of funds and capital raises. Its investment funds and asset management team is particularly recognised for an elite client roster that includes leading private equity houses as well as pensions and sovereign wealth funds. The group is renowned for its expertise across a variety of asset classes, including infrastructure, real estate and hedge funds. It offers clients cross-border and US law capabilities through its New York office.
Strengths
Provided by Chambers
"Torys has a ton of expertise in fund investments."
"The team helps to navigate through very unique and bespoke situations by providing clear, practical and action-oriented advice."
"The funds team at Torys is top notch. It has experts in every conceivable structure, and its ability to support sophisticated investors is unmatched."
"The team always makes time for us, is very responsive and delivers timely work."
"Torys has a ton of expertise in fund investments."
"The team helps to navigate through very unique and bespoke situations by providing clear, practical and action-oriented advice."
"The funds team at Torys is top notch. It has experts in every conceivable structure, and its ability to support sophisticated investors is unmatched."
"The team always makes time for us, is very responsive and delivers timely work."
Notable Practitioners
Toronto-based Cameron Koziskie is lauded for his expertise in fund formation matters.
"Cameron is an exceptionally strong partner. He does a great job at understanding the client's needs and bringing in the right people to help solve the issues."
"Cameron is our go-to for fund formation questions. He is a pleasure to work with, sophisticated and extremely knowledgeable."
Toronto-based Shannon Gotfrit is highly regarded for her experience in fund formation and also handles fund investments.
"She is intensely knowledgeable in the funds space and able to really provide good advice."
"Shannon has a client-first attitude. She is dependable, sophisticated and service-oriented, and we appreciate her dedication to providing excellent service and support."
The up-and-coming Lauren Hulme enjoys noteworthy recognition for her growing presence in the fund formation sphere. She is based in Toronto.
"She is able to bring in practical experience to help ensure we are achieving a commercially appropriate agreement."
"Lauren is an excellent service provider and brings outstanding experience to the table."
Associate-to-watch Aaron Hunt operates from the firm's Toronto office. He is highlighted for his expertise in fund formation and secondary funds.
"Aaron Hunt offers great client service and knowledge."
"He is commercial, understands our objectives and is a pleasure to work with."
Ranked Lawyers at
Torys LLP
Nationwide - Canada
Members
Provided by Torys LLP
