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Lynn practises corporate law, with a focus on investment management. She represents both Canadian and foreign fund managers on legal issues related to the provision of advisory services, the distribution of securities, and the establishment, operation and administration of investment products such as:
pooled fund products
Lynn is a recognized authority on securities registrant regulation, compliance and fund governance. She also has extensive experience in merger and acquisition transactions in the investment industry.
"Toronto-based Lynn McGrade is frequently sought after for her advice on a variety of fund structures, and receives particular praise for her expertise in mutual funds."
"'Lynn has always provided exceptional service and legal advice.'"
"'She is one of the best of the best, she provides quality advice and she consistently communicates.'"
"'Lynn is exceptional in every regard.'"
Sources note that Lynn McGrade "brings an entrepreneurial spirit" to transactions, adding: "She is well respected in the industry, is an expert in the investment fund space and offers sound, practical advice." Sources also remark that she is "very personable and dedicated to her clients." Her practice sees her assist clients with a broad range of issues arising from hedge, closed-end and mutual funds, as well as buyouts
Represented Return on Innovation Advisors Ltd., an investment management firm, in its transaction with Stone Investment Group Limited.
Has been involved in the creation and structuring of investment products, including fund-on-fund structures, funds involving derivatives, leverage or short selling and exempt or private funds, exchange-traded funds, listed or closed-end funds, segregated funds, and private equity funds.
Frequently provides training and advice on compliance issues impacting securities registrants, including providing assistance with the preparation of policies and procedures and risk-management systems and preparing for and responding to issues related to regulatory compliance audits and surveys.
Advises many foreign fund managers and portfolio managers in connection with offering funds or advisory services in Canada.
Regularly advises on a wide range of fund governance, securities registrant regulation, sales practices and advertising issues.
Regularly assists fund managers with fund restructurings including multi-classing, windups, mergers and terminations.
Has acted for industry participants in a large number of merger and acquisition transactions, including sales and purchases of mutual fund businesses, closed-end listed funds, high-net-worth advisory businesses, and IIROC and MFDA members.
Deals extensively with issues related to institutional and high net worth managed account businesses and mandates.
Proficient in issues relating to custody, brokerage arrangements, repurchase arrangements and securities lending.
Has obtained novel and group exemptive relief from various securities requirements.