McLeod Law



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300, 14505 Bannister Road SE
Calgary, AB T2X 3J3

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Manulife Place
500, 707 - 5 Street SW
Calgary, AB T2P 1V8

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Mutual Fund Trusts in the Exempt Market

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Mutual Fund Trusts in the Exempt Market

McLeod Law and BDO are pleased to co-host a presentation on Mutual Fund Trusts in the Exempt Market. 

Mutual Fund Trusts (MFTs) offer a flexible flow through entity whose securities are eligible for registered investments. As a result, MFTs are gaining popularity in the Exempt Market. In this seminar, McLeod Law and BDO will explain how MFTs are structured and how they operate in the Exempt Market. The topics covered will include:

  • Structure options
  • Tax aspects
  • Securities compliance
  • Financial matters
  • Converting to a MFT


  • Neil Hutton and Ryan Franzen of McLeod Law LLP
  • Hal Sloan and Graham Marjoribanks of BDO Canada LLP

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