How we help

Our multi-jurisdictional and inter-disciplinary team offers a complete suite of sophisticated services to organizations in this competitive and highly regulated sector. Our financial services industry team comprises lawyers with backgrounds in the areas of mergers and acquisitions, technology and intellectual property law, regulatory law, privacy and data protection, banking and commercial lending, including mezzanine and takeout financing and syndicated loans, finance and securities, and dispute resolution – among others.

With in-depth understanding and experience in the financial services industry and deep connections with federal and provincial regulatory bodies in all of our western Canadian cities, our lawyers advise on navigating the complex and ever-changing federal and provincial regulatory frameworks. We stay on top of developments in the industry and provide proactive insights on policy changes and regulatory procedures and priorities. Our team members are knowledgeable in the areas of risk management, privacy law and compliance and regularly represent clients before federal and provincial oversight bodies and other regulatory authorities.

We also offer insolvency and restructuring services and debt collection and foreclosure services for financial institutions, finance and leasing companies, mortgage insurers, debt buyers and collection agencies.

In addition, our work with organizations in the financial services industry includes advising on: IT procurement, outsourcing and other technology-related transactions including software acquisition and licensing, software development, re-sale and distribution and service contracts; trademarks, patents, branding and product development; and labour and employment matters for federally or provincially regulated employers.

Client Work

Client Testimonials

“I have never had a poor interaction with anyone at MLT Aikins and I trust their advice.”

Honestly, my interactions have never left me in any way where I felt they needed to improve. If the person I am talking to doesn’t know the answer, then they will get [the answer].

- Senior Client Relationship Manager in the Financial Services & Institutions Industry

  • Counsel to Sunrise Credit Union in structuring, preparing and negotiating agreements with U.S.-based fintech company Fiserv to migrate Sunrise’s digital banking platform and acquire licences to Fiserv’s Core Application DNA service.
  • Acted for PFM Capital Inc.in preparing, reviewing and negotiating implementation and software agreements to acquire enterprise accounting software from Allvue Systems LLC, a U.S.-based alternative investment software provider for private equity, private debt, venture capital and fund administrators.
  • Counsel to National Consulting Limited and its member credit unions in connection with the acquisition, licensing and implementation of online account management, financial services and financial support services systems and software.
  • Counsel to Federated Co-operatives Limited in connection with the implementation of a network of electric vehicle charging stations for affiliated retail co-ops across Ontario, Manitoba, Saskatchewan, Alberta, British Columbia and the Northwest Territories.
  • Counsel to Innovation Federal Credit Union with respect to various digital transformation initiatives including the development, implementation and sustainment of online and mobile banking, customer relationship management (CRM), loan origination and branch automation solutions.