With the ability to structure highly specialized and high impact investment products based on a deep understanding the industry, Andrew is able to help clients achieve their underlying financial and business objectives
Andrew is a partner in the firm’s Toronto office. Known for his top-tier expertise and pragmatic approach, his practice focuses on investment funds, corporate finance, capital markets, and private transactions.
Andrew regularly acts for investment managers and underwriters with respect to the establishment of investment products, including retail-structured products, pooled funds, mutual funds and linked notes. Seasoned in public and private financing transactions, he also acts for issuers and underwriters and provides value-added advice to buyers and sellers with respect to private merger and acquisition transactions. Clients trust Andrew’s extensive experience, innovative insight and strategic guidance to solve complex problems and ensure results.
Some of Andrew’s recent work includes:
- Sun Life Global Investments (Canada) Inc. in connection with the acquisition of Excel Funds Management Inc. and Excel Investment Counsel Inc.;
- BMO Nesbitt Burns Inc. in the creation of the BMO Q-Model® mutual funds using a unique derivative structure;
- Acting for the agents on a number of overnight marketed offerings for Quadravest Capital Management and Canoe Financial; and
- Faircourt Asset Management Inc. in connection with the establishment of pooled funds that invest in late stage technology companies.
An active member of the legal community, Andrew speaks at industry events and lends his insight to articles and publications.
Andrew obtained a BAH (Political Studies) from Queen’s University in 1992, and received his LLB from Dalhousie University in 1996. He was called to the Ontario bar in 1998.
Leading Lawyer: Investment Funds
The Canadian Legal Lexpert Directory
Leading Lawyer: Corporate Finance & Securities; and Investment Funds & Asset Management - Investment Funds
Lexpert Special Edition: Finance and M&A
Best Lawyers in Canada
Leading lawyer in the area of Securities Law
IFLR 1000 Guide to the World's Leading Financial Law Firms
Highly regarded: Investment funds, capital markets: debt, capital markets: equity