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Lynn McGrade

Associée

Toronto
LMcGrade@blg.com
416.367.6115

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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:

  • mutual funds
  • exchange-traded funds
  • segregated funds
  • hedge funds
  • closed-end funds
  • 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.

Lynn is the Toronto regional leader of BLG’s Investment Management Group and national leader of the UK Desk.

Experience

  • 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.

Beyond Our Walls

Professional Involvement

  • Past Chair and Board of Directors, National Society of Compliance Professionals

Community Involvement

  • Secretary and Board of Directors, Member, Investment Committee and Finance Committee, Toronto General & Western Hospital Foundation
  • Past President, board of directors, Duke of Edinburgh Award Program (Ontario)

Awards & Recognitions

  • Recipient of the Ontario Bar Association Award of Excellence in the Promotion of Women’ Equality
  • Recipient of the Women’s Executive Network (WXN) Canada’s Most Powerful Women: Top 100 Award in 2013.
  • Recipient of the 2013 Lexpert® Zenith Award.
  • Recognized in the 2020 edition (and since 2016) of Chambers Canada — Canada's Leading Lawyers for Business (Investment Funds).
  • Recognized in the 2018 edition (and since 2008) of The Canadian Legal Lexpert® Directory (Investment Funds & Asset Management) and in the 2017 and 2018 editions for Corporate Mid-Market and Investment Funds & Asset Management.
  • Recognized in every edition of the Lexpert®/American Lawyer Guide to the Leading 500 Lawyers in Canada (Investment Funds & Asset Management) since 2008.
  • Selected by peers for inclusion in the 2020 edition (and since 2006) of The Best Lawyers in Canada® (Mutual Funds Law).
  • Recognized as a 2017 Acritas Star.

Bar Admission & Education

  • Ontario, 1990
  • JD, Faculté de droit Osgoode Hall de l'Université York, 1988