Financial Services

Leading financial institutions choose Davies for innovative, precise solutions to their most critical business matters, both transactional and regulatory. With varied backgrounds in commercial banking and finance, our lawyers bring deep expertise and broad experience to advise domestic and international institutions on, among other things, regulatory and compliance issues, capital tax, structuring of funds and other new and innovative products, equity investments, and all aspects of merchant banking, including acquisitions, multi-tiered financings, equity ownership, corporate governance and employee incentive and compensation arrangements. The firm's integrated approach to providing first-class legal services also allows our lawyers to draw on the strengths of Davies' other leading core practices, including Mergers & Acquisitions, Structured Financing, Litigation and Capital Markets.

Our Financial Services practice also has extensive cross-border and international expertise. International clients seek us out for our seamless multi-jurisdictional work, and we regularly advise foreign institutions looking to conduct business in Canada or invest in Canadian entities on all aspects of completing transactions in Canada and on the role of foreign banks in the Canadian banking system.

Our Clients

We value our long-standing relationships with our Financial Services clients who comprise the full range of financial institutions regulated by the Office of the Superintendent of Financial Institutions Canada (OSFI), including banks, investment firms, asset managers, insurers, brokers, exchanges and clearing houses.


Members of our Financial Services practice are repeatedly recognized as leaders in their field, and have been recommended in numerous legal rankings, directories and other publications, including Chambers Global, IFLR1000, The Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, The Best Lawyers in Canada, Who's Who Legal, Expert Guides and The Canadian Legal Lexpert Directory.

Recent Work

  • TIO Networks Corp.'s $304-million acquisition by PayPal Holdings, Inc.
  • Morgan Stanley's private placement of $1 billion of 3.00% Fixed Rate Senior Notes due 2024 (maple bonds)


Key Contacts

Scott Hyman Scott R. Hyman
Alain Roberge Alain Roberge
Joel Scoler Joel M. Scoler