Financial Services

The financial services group at Miller Thomson consists of over 70 lawyers across the country with a broad scope of expertise in all aspects of regional, national and international financing transactions.  Working closely with our colleagues in other specialty and industry groups, we represent a broad spectrum of Canadian and foreign financial institutions as well as a diverse range of borrowers in all aspects of their lending transactions.   Our clients include: North American and global financial institutions, corporate borrowers, private equity sponsors, pension funds, governments and government loan agencies and credit unions.

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Jennifer Babe and Andy Chan reappointed to Ontario Business Law Advisory Council

Jennifer Babe and Andy Chan have been reappointed by the Ontario Minister of Government and Consumer Services as members of the Business Law Advisory Council. Comprised of professionals with demonstrated expertise in commercial and corporate law, the council advises the Minister...

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Eleventh edition of Sale of a Business published

The 11th edition of Sale of a Business by Jennifer Babe, a partner in the Banking and Financial Services Group in Miller Thomson’s Toronto office, has now been released. One of Canada’s leading commercial law practitioners, Babe has authored this...

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Miller Thomson lawyers recognized in The Best Lawyers in Canada 2017

126 Miller Thomson lawyers from across the country and in numerous areas of law have been recognized for their expertise in the 2017 edition of The Best Lawyers in Canada. This result is up from 122 lawyers ranked last year....

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Keyvan Nassiry and Maxime Rhéaume author chapter in Commercial Lending Law

Published by the American Bar Association, Commercial Lending Law: A Jurisdiction-By-Jurisdiction Guide to U.S. and Canadian Law, Second Edition is a two-volume guide outlining commercial lending laws for all U.S. states and territories, and Canada. It is a valuable resource for...

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Nora Osbaldeston wins Federated Press Woman in Law Leadership Award

Miller Thomson is delighted to announce that Nora Osbaldeston, national chair of the firm’s financial services group, has been selected by the Federated Press’ Award Committee as this year’s recipient of the Federated Press Woman in Law Leadership Award.  This...

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Andy Chan and Aaron Atcheson selected by Lexpert as “Lawyers to Watch”

We are pleased to announce that Andy Chan and Aaron Atcheson were recently selected as Lawyers to Watch in the Lexpert 2013 Guide to the Leading US/Canada Cross-border Corporate Lawyers in Canada. Both Andy and Aaron were recognized as one...

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Miller Thomson featured in Lexpert’s 18 BIG DEALS for May 2013

Agellan Commercial Real Estate Investment Trust (REIT) Completes IPO and Portfolio Real Estate Purchase Miller Thomson represented the REIT with respect to real estate and finance matters in Canada with a team that included Michael Wren, Natalia Iamundo, Nancy Avison and Tom...

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Rick Reeson, Q.C. receives Sessional Teaching Award for Excellence

Rick Reeson, Q.C. was awarded the Sessional Teaching Award for Excellence from the University of Alberta, Faculty of Law. Mr. Reeson is a sessional lecturer at the University of Alberta Law School where he teaches Corporate Restructuring Law and Personal...

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Brent Clark joins the Vancouver office as a Partner in the Banking & Financial Services group.

His practice focuses on acting for banks, credit unions, pension funds and other lenders and borrowers in secured and unsecured financing transactions, with an emphasis on subordinated debt financing.

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Jennifer Babe speaks at the Canadian Finance & Leasing Association’s Conference

Jennifer Babe presents on a panel on, “What’s New in Law”  for vehicle and equipment lessors and financers at the Canadian Finance & Leasing Association’s conference in Kelowna, BC.

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Jennifer Babe speaks on Regulatory Compliance

Jennifer Babe will present on Regulatory Compliance to automotive finance and leasing customers of Fiserv Inc.

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Keyvan Nassiry speaks at Finance & Security conference

Keyvan Nassiry is a panel presenter at Open Forum’s Finance & Security conference, discussing cross-border financing issues involving collateral located in Canada, US and Latin America.

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Michael Morcom chairs the Personal Property Security and Debt Recovery Essentials program

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Keyvan Nassiry co-chairs CLE on cross-border secured lending

Keyvan Nassiry is Program Co-chair and Moderator for the program on “Avoiding the Pitfalls of Cross-border Secured Lending in China, Latin America and Western Europe” at the American Bar Association’s Spring Meeting.

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Eric Dufour participates in the Competition Bureau’s FinTech workshop on February 21

Eric Dufour is invited by the Competition Bureau to participate in its one-day FinTech workshop, examining the intersection of competition, innovation and regulation in Canada’s financial services sector. The workshop serves as a forum for market players, regulatory authorities and policy makers to...

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Imran Ahmad and Keyvan Nassiry speak at Asset-Based Lending forum

Imran Ahmad and Keyvan Nassiry speak at the Canadian Institute’s “Asset-Based Lending in a Global Economy” forum. Keyvan is conference co-chair and moderates a panel on “Maximizing International ABL Opportunities (and How to Recognize Opportunities and Avoid Obstacles)”. Imran presents...

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Gordon Plottel speaks on financial issues in family law

Gordon Plottel is a presenter at the Continuing Legal Education Society of BC’s course on Advanced Financial Issues in Family Law. He speaks on a panel discussing “Management of Excluded Property in a Post-V.J.F. World”.

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Miller Thomson speaks at Canadian Finance and Leasing Association conference

Jennifer Babe speaks on the “What’s New in Law” panel Gordon Plottel and Nicole Taylor-Smith present “Maximizing Recovery from Insolvent Customers” Miller Thomson is a conference sponsor and hosts the Thursday luncheon.

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Imran Ahmad speaks on cybersecurity for financial institutions

Imran Ahmad speaks on a panel discussing the growing importance of cybersecurity for financial institutions at the Canadian Institute’s Regulatory Compliance for Financial Institutions Conference.

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( Available in French only )

Vérifications fiscales… Évitez la catastrophe!

Tout entrepreneur doit savoir comment agir face à une demande de vérification fiscale de Revenu Québec ou de l’Agence du revenu du Canada. Lors de ce « Lunch & Learn » présenté à La Gare|Espace collaboratif, vous obtiendrez des conseils pratiques pour vous y...

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( Available in French only )

Considérations pratiques en droit des affaires et en financement

Louis-Philippe Borduas et Julien Morier présentent une conférence sous forme de « Lunch & Learn » le 1er décembre à La Gare|Espace collaboratif. La présentation porte sur les considérations pratiques légales que tout entrepreneur devrait connaître en droit des affaires et en financement. Louis-Philippe et Julien aborderont...

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Structuring Cross-Border Collateral: Avoiding the Pitfalls

Miller Thomson’s Financial Services group hosts a complimentary Breakfast and Panel Discussion. Partner Keyvan Nassiry, from Miller Thomson’s Banking & Financial Services Group, is joined by special guests Shanghai-based Yi Li, a Banking and Financial Services Partner from JunHe Law...

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Understanding PCs and LLPs: Practical Considerations for Professionals and their Advisors

This seminar is designed for accountants, financial advisors, tax professionals, private business owners, and others who deal with structuring issues. Our seminar focuses on: Tax issues in determining structure Structural alternatives/prohibited structures The extent of limitations on liability Prohibited activities...

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Taking Security on Personal Property: A Glimpse Into Secured Lending in Canada

In recent years, cross-border transactions have increased in popularity and many of these transactions involve taking security over tangible and intangible personal property. As a result, it is now customary for financial services lawyers to be called upon by clients...

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Quebec Commercial Lending Law

ABA Publishing

Chapter in Commercial Lending Law: A Jurisdiction-by-Jurisdiction Guide to U.S. and Canadian Law, 2nd Edition.

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Quebec Consumer Protection Act Opens the Door Again to Possible Class Action: Titans of Industry Targeted for their Promotional Practices

Introduction On July 4th, 2016, Ms. Stephanie Benabu[1], a Montreal resident, filed an application with the Quebec Superior Court to authorize a class action[2]. This potential class action targets two dozen titans of industry from the banking, technology and telecommunications...

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Bulk Sales in Ontario: Good and Bad News

The good news: On June 9th, Bill 218 passed first reading. This Bill amends over fifty Ontario statutes, so you might have missed that Ontario is repealing its Bulk Sales Act (“BSA”). Ontario is the last Canadian province or territory...

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Canadian Lender Defeats Environmental Claim

One of the most vexing commercial insolvency issues is the competition between creditors with security on environmentally troubled property and environmental authorities looking for deep pockets to fix the environmental problems. From a creditor’s point of view, a recent Alberta decision...

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Case Summary: Krayzel Corp. v. Equitable Trust Co., 2016, S.C.C. 18 (released 2016-05-06)

This is the first decision of the Supreme Court of Canada to assess whether “incentive rates” (i.e., where the interest rate secured by a mortgage is reduced if the mortgagor does not default) violate section 8 of the Interest Act,...

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Brexit: Ripples on This Side of the Pond

Introduction Sometimes, I sit and wonder if the Clash saw this one coming back in 1981. In recent months, Brexit, that is the possible exit of the United Kingdom (“UK“) from the European Union (“EU“), has been making headlines worldwide....

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A Canadian Banking Lawyer’s Perspective on EBITDA Add-Backs

Introduction The financial crisis put a much greater emphasis on robust regulation of the banking sector. Leveraged lending practices, in particular, were put under a microscope. Human nature is such that, when confronted with strict rules, we are invariably prompted...

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Legal Strategies for Financial Institution Cybersecurity and Minimizing Risks

IT infrastructure, including data management and telecommunications, is becoming the nervous system, if not the brain, of many companies. The failure, interruption or security breach of this infrastructure, can have catastrophic business implications to financial institutions. With proper legal due...

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Monetary Claims

Highlights A new regime for security over monetary claims came into force January 1, 2016. A “monetary claim” is (i) a claim for payment solely in money that (ii) is owed to the debtor by its creditor or a third party....

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Leading distribution and logistics company negotiates asset-backed lending facility and real estate term and evergreen facility

Counsel to the distribution and logistics company

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Food packaging manufacturer advised on Canadian aspects of amended and restated multi-currency and multi-jurisdictional syndicated credit arrangements

Counsel to the food packaging manufacturer and its Canadian affiliates

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The Hi-Tech Gears completes US$58 million cross-border acquisition of Teutech Industries

Counsel to Integrated Private Debt Fund V, one of the Canadian lenders

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Not-for-profit healthcare, housing and community services provider negotiates financing with provincial Crown corporation

Counsel to the not-for-profit health care, housing and community services provider

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Schedule I bank leads construction financing for Calgary retirement home

Counsel to the bank

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National warehousing company enlists Schedule I bank in $200 million reorganization

Counsel to the warehousing company

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Schedule I bank arranges credit facilities for First Nation to finance land claims against Canadian federal government

Counsel to the bank

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Schedule I bank provides acquisition financings for pharmaceutical industry borrower

Counsel to the bank

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Health minister announces groundbreaking federally-funded social impact bond

Counsel to Heart and Stroke Foundation of Canada

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Schedule I bank provides revolving credit facility to agricultural commodity streaming company

Counsel to the bank

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Financial Services & Insolvency Communiqué

Read the latest issue of Miller Thomson’s Financial Services & Insolvency Communiqué

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