Josh Jones
Associate | Toronto
Toronto: 416-863-4278

Josh provides advice on all areas of Canadian domestic and international income tax law, particularly focusing on advice relating to cross-border mergers and acquisitions, corporate reorganizations, investment funds, including exchange-traded funds (ETFs), public financings and structured products.

SELECT EXPERIENCE

Recent representative matters include advising:

Mergers, Acquisitions and Reorganizations

  • Sagard Holdings Inc. and Fairfax Financial on their US$575-million acquisition of the business of Performance Sports Group Ltd.
  • IGM Financial Inc.'s subsidiary Mackenzie Investments on its acquisition of a 13.9 per cent interest in China Asset Management Co., Ltd. for C$647-million
  • Cerberus Capital Management on its acquisition of ABC Group, and subsequent sale-leaseback of ABC's real estate portfolio to W.P. Carey
  • Bell on its C$670-millioni acquisition of Glentel Inc. and subsequent sale of a 50 per cent interest in Glentel Inc. to Rogers Communications Inc.
  • Providence Equity on its acquisition of Amicus Attorney, Pointstreak Sports Technologies and Goalline

Retail Investment Products

  • Several ETF sponsors and asset managers, including First Asset Investment Management Inc., Questrade Wealth Management Inc. and Harvest Portfolios Group Inc.
  • The underwriters on the initial public offering of shares of Dundee Acquisition Ltd., Canada's first publicly listed "special purpose acquisition corporation"

Equity and Debt Finance

  • Aecon Group Inc. in connection with its public offering of C$172.5-million of convertible unsecured subordinated debentures
  • The underwriters in connection with numerous offerings of Canadian dollar high-yield notes (including offerings by GFL Environmental, Alliance Grain Traders, DHX Media and Cogeco)
  • The underwriters in connection with public offerings by Exchange Income Corporation, Tricon Capital Group Inc., Mainstreet Health Investment Inc. and True North Apartment REIT
PUBLICATIONS
Show Past:
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Co-author: Canada: Guidance relating to Canadian tax treaties and foreign limited partners
International Tax Review, pp. 67-68, July 11, 2017.
Co-author: Canada introduces draft legislation to broaden back-to-back rules to character substitution transactions
International Tax Review, pp. 37-38, November 2016
Co-author: Canada: Filing deadline approaching for Canadian foreign affiliate dumping rules
International Tax Review, September 29, 2015.
Author: The Interest Deductibility Interpretation in TDL: Some Wider Implications
Canadian Tax Focus, Volume 5, Number 2, May 2015
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PROFESSIONAL APPEARANCES
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Co-presenter: Workshop on the Taxation of Derivatives and Tax Features of the ISDA Master Agreement
Canadian Tax Foundation's 69th Annual Tax Conference, Metro Toronto Convention Centre, Toronto, November 19, 2017.
Speaker: 2016 Canadian Federal Budget: Financial Products Update
Canadian Tax Foundation Toronto Young Practitioners Meeting: Budget 2016 - A Round-up of Changes Relevant to Young Practitioners, Sheraton Centre Toronto Hotel, Toronto, April 19, 2016.
Speaker: What You Missed While You Were Away: Summer 2015 Tax Developments
Ontario Bar Association, Toronto, Ontario, September 16, 2015.
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