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Client Work

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

Fasken
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Overview

Client

Confidential Client

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).

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