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Lincluden Investment Management completes the sale of shares to Morguard Corporation

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Overview

Client

​Lincluden Investment Management Limited

On February 2, 2015, the sale of 60% of the shares of Lincluden Investment Management Limited to Morguard Corporation was completed. Lincluden and its predecessor have provided discretionary investment management for institutional and private clients since 1982, by employing traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Morguard, listed on the TSX, is an expert in North American real estate ownership, investment and management. As a result of the transaction, Morguard and Lincluden have combined assets under management of nearly $19 billion across all major portfolio management strategies, including equities, fixed income, balanced funds, direct property, property funds and alternatives. Lincluden will continue to operate with all of its current employees, including the management and investment professionals who have been shareholders and continue to own 40% of Lincluden. Fasken Martineau advised Lincluden and its majority shareholder, with a team led by Richard Johnston and including Daniel Fuke and Nicole Park (M&A), Garth Foster (securities regulatory) and Mitchell Thaw (tax).

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