John’s practice is focused on investment funds and asset management. He has more than two decades of experience representing large financial institutions, investment managers and pension funds in complex investment management and securities regulatory matters. John has played a key role in many complex merger and acquisition transactions that have had a material impact on Canadian and often global investment management industries.
John has also played a key role in many complex merger and acquisition transactions in the financial services industry. He is a trusted advisor to investment managers, pension funds and other institutional investors on strategic matters relating to ETFs, hedge funds, mutual funds, private equity funds and managed account arrangements.
John has been a key contributor to the growth and development of the Firm’s investment management practice and his expertise in investment funds has been recognized for many years by Chambers and other leading professional ranking organizations. He has spoken at many legal and business conferences and industry association events across and outside Canada. John has also served on Osler committees that focus on the recruitment, development and retention of the Firm's exceptional talent pool of partners, associates and students.
Representative Work
- Providing strategic advice to global financial institutions and investment managers on all aspects of their Canadian business activities, including establishing Canadian firms and offices and launching specialized investment vehicles for institutional investors and Canadian-domiciled access funds for high net worth and mass affluent investors.
- Acting for market-leading investment managers over the last 20 years on numerous ETF launches covering index and active strategies in various asset classes, including liquid alternatives.
- Acting for many globally recognized pension funds and other institutional investors on their commitments to dozens of investment vehicles and managed account platforms domiciled in offshore jurisdictions that invest in a variety of primary investment strategies and asset classes, including private equity, private credit, commodities, public market arbitrage and shareholder activism strategies.
- Advising registered firms and pension funds on governance arrangements, internal investigations and responses to business-critical regulatory reviews and audits.
Latest Insights
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Report December 5, 2024
The rise of retail: accessing private markets
Private asset investing is expected to evolve and grow in the coming years.
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Blog April 2, 2024
CIRO publishes proposals to level the advisor compensation playing field
Earlier this year, the Canadian Investment Regulatory Organization published a consultation paper outlining policy options that would help to level...
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Osler Update January 19, 2024
CSA publish proposed amendments to Canadian public crypto asset fund rules
On January 18, 2024, the Canadian Securities Administrators published proposed amendments affecting investment funds that seek to invest in crypto...
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Osler Update March 5, 2020
OSC proposes restrictions on use of DSC option in the sale of mutual funds
The Ontario Securities Commission has published for comment proposed Ontario Securities Commission Rule 81-502 Restrictions on the Use of the...
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Awards and Recognition
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Chambers Canada: Canada’s Leading Lawyers for Business: Recognized in Investment Funds (Band 1) and Investment Funds: Fund Formation
- [John is] “an excellent lawyer” who provides “”very thoughtful analysis and rigorous attention to detail.”
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The Canadian Legal Lexpert Directory: Recognized in Investment Funds & Asset Management – Investment Funds
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Best Lawyers in Canada: Recognized in Securities Law
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Who’s Who Legal: Recognized in Private Funds – Formation (International); Private Funds (Canada)
Speaking and Writing
Speaking Engagements
- IBA Annual Conference, Toronto ON, November 2025: Participant on Developments in Private Funds Panel
- Investment Funds Forum, Langdon Hall, Cambridge ON: Steering Committee Member and Panel Contributor on multiple topics over many years
- International Bar Association Annual Investment Funds Conference, New York NY, May 2016: Participant on Global Regulatory Update Panel
Credentials
Education
- University of Western Ontario, LL.B.
- University of Western Ontario, B.A.
Languages
- English
Professional Affiliations
- Canadian Bar Association
- Law Society of Ontario
- Investment Funds Institute of Canada
- Portfolio Management Association of Canada