Whitney Bell

Whitney Bell  

Senior Associate

Executive Summary

Whitney Bell is a senior associate in the Toronto office of Borden Ladner Gervais LLP. Whitney is a member of the Securities and Capital Markets Group and the Investment Management Group. Whitney practices corporate commercial and securities law, with an emphasis on the investment management industry. She advises investment fund manager, dealer and investment adviser clients with respect to legal issues regarding the development, distribution and ongoing administration of different investment products, including exchange-traded funds, mutual funds and pooled funds. Whitney also advises clients on mergers and acquisitions in the investment management industry and other industries.

Representative Work

  • Member of the BLG team that represented First Block Capital Inc. in connection with its registration as an investment fund manager and an exempt market dealer in order to operate a bitcoin investment fund, the first registration of an investment fund manager in Canada solely dedicated to cryptocurrency investments. Also acted in connection with the direct and syndicated private placement of units of the bitcoin fund to investors in Canada and abroad.
  • Advising investment fund managers in the development and offering of exchange-traded funds, mutual funds, pooled funds and other types of investment products.
  • Advising investment fund managers in connection with initial creation of their exchange-traded fund platforms and the ongoing build-out and administration of these funds.
  • Preparing offering documents and continuous disclosure documents relating to retail exchange-traded funds and mutual funds.
  • Preparing offering documents relating to the exempt distribution of pooled funds.
  • Advising securities industry participants on compliance with corporate and securities laws, rules and policies relating to the investment management industry.
  • Advising investment fund managers on fund mergers and other fundamental fund changes.
  • Providing transactional and regulatory advice on merger and acquisition transactions involving investment management industry participants.

Publications & Presentations