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Expert Financial Services Lawyers

Our lawyers defend your rights. They provide clear, strategic solutions tailored to each sector of activity.

Our services
Professional liability
Financial Contracts
Financial disputes
Regulatory Compliance
Banking Law

Financial services

Due to its highly regulated nature, the financial services sector operates within a complex environment. Banks, financial institutions, insurers, financial advisors, wealth managers, brokers, brokerage firms, fintechs, and investment funds must comply with the Autorité des marchés financiers (AMF), banking, insurance, and securities laws, the Office of the Superintendent of Financial Institutions (OSFI), etc. Our attorneys can assist you with risk management, contract drafting and analysis, as well as any litigation matters.

Legal Practice Areas:

Contract law

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Corporate and commercial law

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Insurance law

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Liability law

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Personal rights law

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Real estate law

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(450) 964-0414

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An Overview of Our Services:

  • Drafting and reviewing loan and credit agreements;
  • Investment product and placement contracts;
  • Financial service agreements with a client;
  • Agreements between financial institutions;
  • Financial advisory service contracts;
  • Protection of the interests of the institution or professional;
  • Negotiation of advantageous contractual terms;
  • Protection and limitation of liability clauses.
  • Defence against claims by dissatisfied clients;
  • Disputes involving an investment product or financial advice;
  • Claims for financial losses or improper advice;
  • Debt recovery and non-payment;
  • Regulatory compliance (AMF, OSFI, FINTRAC);
  • Investigations into financial crimes, fraud, and money laundering;
  • Representation during regulatory inspections and audits;
  • Mediation and resolution of financial disputes.
  • Drafting and reviewing insurance policies;
  • Regulatory compliance for insurers;
  • Insurance claims management;
  • Disputes between insurers and insured parties;
  • Denial of payment;
  • Errors and omissions insurance for professionals;
  • Reinsurance and contracts between insurers;
  • Representation before regulatory authorities (AMF).
  • Professional liability of financial advisors and brokers;
  • Defense against allegations of ethical breaches;
  • Disciplinary investigations (Chambre de la sécurité financière, IIROC);
  • Protection of professionals during investigations;
  • Liability of institutions for acts of their representatives;
  • Claims for negligence or professional misconduct;
  • Professional liability insurance.
  • Mortgage agreements and mortgage loans;
  • Real estate financing for individuals and businesses;
  • Real security and guarantees on real property;
  • Mortgage ranking and creditor priorities;
  • Mortgage refinancing and renewal;
  • Default and mortgage remedies;
  • Discharge and cancellation of mortgages;
  • Negotiation with lending institutions.

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