Industrial Alliance acquires DundeeWealth's Quebec-based mutual fund dealer and insurance distribution operations

Client

Industrial Alliance Insurance and Financial Services Inc.

Date

December 2008
On December 31, 2008, Industrial Alliance Insurance and Financial Services Inc. ("Industrial Alliance") and DundeeWealth Inc. completed a transaction whereby Industrial Alliance acquired DundeeWealth's mutual fund advisory and insurance network of financial advisors who are registered in the Province of Quebec with the MFDA and/or the AMF.

Industrial Alliance was advised in this acquisition by a team from Fasken Martineau led by Jean G. Morency and that included, among others, Marie Carole Tétrault (corporate), Pierre-Yves Châtillon (securities/regulatory), Sébastien Roy (intellectual property) and Anthony Baldanza (competition).