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Canada's Defence Investment Renaissance: Where Global Capital Meets Allied Security

Investing in Canada's Nation Building Economy
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Overview

Canada's evolving defence spending commitments, industrial strategy, and security priorities are creating a generational opportunity for long-term investment across the defence and national security ecosystem. This session will give investors an early view of where government priorities, procurement demand and private capital are converging—and help identify technologies and industrial capabilities positioned to become increasingly strategic and valuable.

This session will explore:

  • Canada's rapidly expanding defence spending commitments and what they mean for private capital over the next decade
  • Canada's Defence Industrial Strategy and the government's push to build sovereign domestic industrial capacity
  • High-growth investment opportunities across defence, dual-use technologies, AI, cyber, space, autonomous systems, UAS/counter-UAS, quantum, advanced materials and advanced manufacturing
  • Canada as a gateway to NATO and North American defence markets, including opportunities to scale Canadian technologies internationally
  • Strategic partnerships with government and industry and the emergence of longer-term relationships between government, primes, SMEs and investors
  • The defence financing gap and opportunities for private equity, institutional investors, pension funds, family offices and strategic investors to provide growth capital
  • Government-backed financing and risk-sharing mechanisms that can help de-risk private investment in Canadian defence companies
  • From SME to Canadian defence prime: opportunities to aggregate complementary Canadian technologies and supply chains into larger sovereign defence companies
  • Allied supply-chain opportunities, including reshoring and friend-shoring critical defence manufacturing into Canada

Canada is entering one of the most significant periods of defence and national security investment in its modern history, driven by sustained increases in defence spending, NATO commitments, allied rearmament and a renewed focus on sovereign industrial capability. Those who understand this market early will be best positioned to invest in, scale and participate in the value creation of the next generation of Canadian defence and dual-use companies.

Agenda

  • 2:00 pm - 3:00 pm ET Webinar and Q&A
  • 11:00 am - 12:00 pm PT
  • 12:00 pm - 1:00 pm MT

Cost

This webinar is complimentary 

1Hours Available Via Webinar
This program is eligible for up to 1 hour of Substantive content with the Law Society of Ontario.

This program contains 1 hour of accredited content for the purposes of the Law Society of British Columbia’s annual Continuing Professional Development (CPD) requirements. The session has been loaded with the LSBC and is titled “Canada's Defence Investment Renaissance: Where Global Capital Meets Allied Security - September 10, 2026”. It is available for claiming through your LSBC Member Portal.

A confirmation of participation will be sent to you for your continuing education hours with the Barreau du Québec.

For CPD/CLE in other jurisdictions, please contact your local Law Society.

Event Contact

Ellen Aiello Marketing Events Manager

Guest Speakers

  • Nicolas Jacob
  • Paul Fortin
Nicolas Jacob Nicolas Jacob Managing Director, Investment Banking
National Bank Financial
Paul Fortin Paul Fortin Defence Advisor
Fortin Consulting Group

Speakers

  • Andrew D. House, Partner | Co-Leader, National Security and Defence Group, Ottawa, ON | Toronto, ON, +1 613 696 6885, [email protected]
  • Marcia Mills, Partner | Co-Leader, National Security and Defence Group, Ottawa, ON | Toronto, ON, +1 613 696 6881, [email protected]
  • John W. Torrey, Counsel | Banking & Finance, Toronto, ON, +1 416 865 4394, [email protected]
Andrew House Ottawa Lawyer Andrew D. House Partner | Co-Leader, National Security and Defence Group Ottawa, ON Toronto, ON +1 613 696 6885
Marcia Mills Ottawa Lawyer Marcia Mills Partner | Co-Leader, National Security and Defence Group Ottawa, ON Toronto, ON +1 613 696 6881
+1 416 943 8928
John Torrey Toronto Counsel John W. Torrey Counsel | Banking & Finance Toronto, ON +1 416 865 4394

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