66 Wellington St W, Suite 5300, TD Bank Twr, Toronto, ON
Year called to bar: 1989 (ON)
Partner in the Securities Regulation & Investment Products group of McCarthy Tétrault LLP. Practice focuses on advising Canadian and non-resident dealers and advisors on the offering of their services in Canada, including structuring and regulation of collective investment vehicles and the public and private offering of investment products and securities, retail mutual funds, institutional pooled funds, hedge funds, closed-end funds, separately managed accounts, wrap accounts, wealth management services, family offices, and registered education savings plans. For over 25 years, he has been a co-editor of LexisNexis’ Annotated Ontario Securities Legislation. He is a co-author of a chapter in Practicing Law Institute's Treatises: Broker-Dealer Regulation and Investment Adviser Regulation. Recognized in the current edition of Chambers Canada in the area of investment funds, The Best Lawyers in Canada in the areas of mutual funds, private funds and securities law, and Who’s Who Legal: Canada in the area of private funds. Recognized by Best Lawyers as Lawyer of Year in the area of Mutual Funds (Toronto) in 2020. Admitted to the Ontario Bar in 1989.