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About Jeff

Jeff advises leading investment dealers and senior issuers on public financings and securities regulatory matters. He also founded the Firm's Investment Products & Asset Management practice.

Jeff has been involved in the reformulation of the regulations and policies of the Ontario Securities Commission and has assisted the Toronto Stock Exchange in a review of its policies and procedures for the regulation of listed entities.

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  • Subversive Capital Acquisition Corp. on its US$1.4-billion qualifying acquisition with CMG Partners Inc., West Coast Ventures and Shawn "Jay Z" Carter/Roc Nation and on its US$575-million initial public offering

  • Canaccord Genuity Growth Corp. on its US$1.1-billion qualifying acquisition with Columbia Care Inc.

  • Bespoke Capital Acquisition Corp. on its US$690-million acquisition of Vintage Wine Estate Inc. and on its US$360-million initial public offering

  • INFOR Acquisition Corp. on its C$200-million initial public offering

  • Choice Consolidation Corp. on its US$150-million initial public offering

  • Gibraltar Growth Corporation on its C$100-million initial public offering

Growth SPACs

  • Underwriters counsel on the initial public offering of WD Growth I Corp and Canaccord Genuity G Ventures Corp.

Investment Products

Counsel to the issuer on the following offerings (unless otherwise noted):

Closed-End Funds

Over C$20-billion of initial public offerings including:

  • CI Galaxy Bitcoin Fund
  • Tech Achievers Growth & Income Fund
  • Big Pharma Split Corp.
  • Global Water Solutions Fund
  • Next Edge Private Credit Fund

Listed Investment Corporations

  • Ether Capital Corporation
  • Cannabis Growth Opportunity Corporation
  • FAX Capital Corporation (underwriters' counsel)


  • CI Bitcoin ETF
  • CI Ether ETF
  • Guardian Capital Group Limited ETFs
  • First Asset ETFs
  • Harvest Portfolio ETFs

Mutual Funds

  • GuardPathTM Modern Tontine 2042 Trust
  • GuardPathTM Managed Decumulation 2042 Fund
  • Longevity Pension Fund
  • Purpose Structured Equity Yield Portfolio
  • Purpose Structured Equity Growth Fund

Asset Management M&A

  • CI Financial Corp. on its acquisition of Coriel Capital Inc.

  • CI Financial Corp. on its acquisition of Northwood Family Office Ltd.

  • CI Investments Inc. on its acquisition of Aligned Capital Partners Inc.

  • Assante Wealth on its acquisition of Level III Holdings Inc.

  • CI Investments Inc. on its acquisition of Wisdom Tree Asset Management Canada Inc.

  • CI Investments Inc. on its acquisition of DoubleLine ETFs

  • First Asset Investment Management Inc. on its sale to CI Investments Inc.

  • LOGIQ Asset Management Inc. on its sale to Purpose Investments Inc.

Awards & Recognition

Jeff has been recognized as one of Canada's leading lawyers in the following independent surveys and guides:

  • Lexpert Special Edition: Finance and M&A 2024

  • The Canadian Legal Lexpert Directory 2024 (Corporate Commercial Law, Corporate Finance & Securities, Investment Funds & Asset Management – Investment Funds, Private Equity)

  • The Best Lawyers in Canada 2024 (Corporate Law, Securities Law)

  • Chambers Canada: Canada's Leading Lawyers for Business 2024 (Investment Funds)

  • Who's Who Legal: Thought Leaders – Global Elite 2024 (Capital Markets – Debt & Equity)

  • Who's Who Legal: Global 2023 (Capital Markets: Debt & Equity)

  • The Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada 2023 (Corporate Finance & Securities)

  • Who's Who Legal: Canada 2023 (Capital Markets)

  • Thomson Reuters Stand-out Lawyers 2021 – Independently Rated Lawyers (As nominated by senior in-house counsel)

Professional Activities

Jeff is a member of the board of directors of the Canadian Olympic Foundation and the Fundraising and Donor Relations Committee of the Western University board of governors. He is also a former member of the board of directors of the Richard Ivey School of Business Alumni Association.

Jeff is a former chair of the Firm's Nominations Committee and a past member of its Compensation Committee and Partnership Committee.


Admitted to the Ontario Bar – 1991
HBA, Western University – 1989
LLB, Western University – 1988
BA, Western University – 1983


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