Bank of Montreal Purchases Guardian Grouo of Funds

The Bank of Montreal completed its purchase of Guardian Group of Funds Ltd. from Guardian Capital Group Ltd. for 4.96 million bank common shares valued at $180 million at the time of the agreement on July 19, 2001.

McCarthy Tétrault LLP acted for Guardian Capital Group with Vern Christensen, Guardian Capital Corporate Secretary. The McCarthy Tétrault team was comprised of James McCutcheon, Q.C., F. David Rounthwaite, David Tennant, Danielle Bush, Adam Slater and Trevor Noronha (corporate), Mary Beth Currie (employment), Gregory Winfield (pensions), Michael Valihora (investment management), Ronald Schwass (regulatory), and Jillian Welch and Peter Harris, Q.C. (tax). The Bank of Montreal was represented by Managing Director, Private Client Group, Atul Tiwari, and by Fasken Martineau DuMoulin LLP’s Jon Levin, Janne Duncan, Stephen Erlichman, Catherine Eckenswiller, David Moritsugu, Anil Aggarwal and Munier Saloojee.


David B. Tennant Mary Beth Currie Anil Aggarwal Danielle M. Bush Stephen I. Erlichman Janne M. Duncan Adam L. Slater Gregory J. Winfield Jon Levin Jillian M. Welch L. Catherine Eckenswiller Ronald R. Schwass Trevor M. Noronha F. David Rounthwaite Munier M. Saloojee