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About Joe

Joe's practice focuses on public and private corporate finance transactions and domestic and cross-border mergers and acquisitions. He also advises Canadian and international companies on a wide range of corporate governance and securities law compliance matters.

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Representative transactions include acting as counsel to:

Capital Markets

  • Algonquin Power & Utilities Corp. in connection with various securities offerings, including offerings in Canada and the United States of hybrid notes, a convertible debenture represented by instalment receipts, equity units, and various private placements of debt securities by its subsidiaries

  • Sagen MI Canada Inc. in connection with various public securities offerings, including offerings of debentures, preferred shares and hybrid notes

  • Medexus Pharmaceuticals Inc. in connection with two public offerings of units

  • Primaris Real Estate Investment Trust in connection with multiple private placement offerings of senior unsecured debentures

  • B.E.S.T. Venture Opportunities Fund in connection with the listing of its class A shares on the Canadian Securities Exchange

  • The underwriters, led by Cormark Securities Inc., in connection with multiple public offerings of common shares by, inc.

  • The underwriters, led by BMO Capital Markets, RBC Capital Markets, and Scotia Capital, in connection with a public offering of listed debentures by Wajax Corporation

  • Various internationally based private equity clients in connection with the marketing and sale of funds into Canada

  • The agents, Cormark Securities Inc. and Mackie Research Capital Corporation, in connection with a brokered private placement of subscription receipts by Medexus Pharmaceuticals Inc.

Mergers, Acquisitions and Reorganizations

  • Sagen MI Canada Inc. in connection with its acquisition by its controlling shareholder, Brookfield Business Partners L.P., together with certain of Brookfield’s affiliates and institutional partners

  • CI Financial Corp. in connection with its acquisition of a majority interest in Aligned Capital Partners Inc.; and separately, in connection with its acquisition of WisdomTree Asset Management Canada, Inc.

  • Torstar Corporation in connection with its acquisition by NordStar Capital L.P.

  • The vendors in connection with a sale of the assets of Atlantic Minerals Limited, consisting of a construction and chemical aggregates quarry and port operations in Newfoundland

  • Primaris Real Estate Investment Trust in connection with its acquisitions of Conestoga Mall and the Halifax Shopping Centre

  • TAAL Distributed Information Technologies Inc. in connection with its acquisition by its controlling shareholder

Awards & Recognition
  • Thomson Reuters Stand-out Lawyers 2024 – Independently Rated Lawyers (As nominated by senior in-house counsel)

  • Best Lawyers: Ones to Watch in Canada 2023 (Mergers and Acquisitions Law)

  • The Legal 500 Canada 2021 (Rising Star – Capital Markets)


Admitted to the Ontario Bar – 2013
JD, Dalhousie University – 2012
BA (With Great Distinction), McGill University – 2009

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