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Guide

The Chambers 2025 Guide to Investment Funds in Canada

Fasken
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Overview

Investment Funds Bulletin

Canada’s investment funds sector continues to evolve in response to shifting market dynamics and investor expectations. In 2025, fund managers and investors are navigating a complex environment shaped by economic uncertainty, liquidity challenges, and innovation in fund structuring.

In this year’s Chambers Investment Funds Guide, Fasken provides a dual perspective on the Canadian market:

Trends & Developments

An overview of the current fundraising climate and emerging trends in the private funds space, including:

  • Alternative liquidity solutions such as continuation funds and NAV facilities
  • The rise of evergreen and hybrid fund structures
  • Growth in private credit strategies and GP stakes transactions
  • Technology adoption, including online subscription agreements and cybersecurity

DOWNLOAD TRENDS & DEVELOPMENTS GUIDE (PDF, 1.63MB)

Law & Practice

A comprehensive analysis of the legal and regulatory frameworks governing both alternative and retail funds in Canada, covering:

  • Fund formation structures and processes
  • Disclosure obligations and investor protections
  • Tax considerations for LPs and mutual fund investors
  • Marketing rules and compliance requirements for domestic and foreign managers

DOWNLOAD LAW & PRACTICE GUIDE (PDF, 1.73MB)

Together, these guides offer essential insights for fund sponsors, investors, and financial professionals seeking to navigate Canada’s dynamic investment funds landscape.

For more of Fasken’s investment funds insights, visit Fund Formation & Investment Management.

Contact the Authors

For more information or to discuss a particular matter, please contact us.

Contact the Authors

Authors

  • Jonathan Halwagi, Partner | Fund Formation, Montréal, QC, +1 514 397 5226, [email protected]
  • Anabel Quessy, Partner | Corporate/Commercial, Montréal, QC, +1 514 397 5156, [email protected]
  • Élise Renaud, Partner | REGIONAL LEADER OF THE INVESTMENT PRODUCTS AND WEALTH MANAGEMENT GROUP, Montréal, QC, +1 514 397 7524, [email protected]
Jonathan Halwagi, Partner | Fund Formation Jonathan Halwagi Partner | Fund Formation Montréal, QC +1 514 397 5226
Annabel Quessy Anabel Quessy Partner | Corporate/Commercial Montréal, QC +1 514 397 5156
Élise Renaud, Partner | REGIONAL LEADER OF THE INVESTMENT PRODUCTS AND WEALTH MANAGEMENT GROUP Élise Renaud Partner | REGIONAL LEADER OF THE INVESTMENT PRODUCTS AND WEALTH MANAGEMENT GROUP Montréal, QC +1 514 397 7524