Skip to main content
Client Work

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

Fasken
Reading Time 1 minute read
Share
  • LinkedIn

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).

Team

  • Marie Carole Tétreault, Partner | Mergers & Acquisitions, Québec, QC, +1 418 640 2022, mtetreault@fasken.com
  • Sébastien Roy, Partner | Trademark Agent | Intellectual Property, Québec, QC, +1 418 640 2073, sroy@fasken.com
  • Anthony F. Baldanza, Partner | Corporate/Commercial, Toronto, ON, +1 416 865 4352, abaldanza@fasken.com