Jason advises issuers, underwriters and placement agents on capital markets transactions and general securities matters, including initial public offerings, new issues of equity and debt securities, and private placements. He also has extensive experience with U.S. securities laws, including the U.S.-Canada Multijurisdictional Disclosure System. Jason also advises clients on corporate governance matters and assists public companies with their continuous disclosure obligations and compliance with stock exchange rules.
Areas of Expertise
Representative Work
- ADENTRA Inc.
ADENTRA Inc. in its Bought Deal Public Offering of Common Shares
- TELUS Corporation
The Syndicate of agents in TELUS Corporation’s $2 billion three-tranche note offering
- The Underwriters
The Underwriters in connection with TELUS Corporation’s US$900 million Sustainability-Linked Bond offering
- Tantalus Systems
Tantalus Systems in its acquisition of Congruitive
- Hardwoods Distribution Inc.
Hardwoods Distribution Inc. in its $100.6 million offering
- Q4 Inc.
Q4 Inc. in its IPO on the TSX
- Clio
Clio in its acquisition of Lawyaw
- Acasti Pharma Inc.
Acasti in its definitive agreement to acquire Grace Therapeutics
- Chartwell Retirement Residences
Chartwell Retirement Residences in its $201 million public offering
- Tantalus Systems
Tantalus Systems in its inaugural $50 million Shelf Prospectus and related Public Offering
- Hardwoods Distribution Inc.
Hardwoods Distribution Inc. in its US$302 million acquisition of Novo Building Products Holdings
- The Underwriters
The underwriters in D-BOX Technologies’ $5.75 million bought deal public offering
- The Underwriters
The Underwriters in Thinkific’s $184 million IPO
- MindBeacon
IPO of MindBeacon Holdings Inc.
- Haivision Systems Inc.
Haivision Systems Inc. in its Initial Public Offering
- Evrim Resources Corp.
Evrim Resources Corp. in its merger with Renaissance Gold Inc.
- Zenabis Global Inc.
Zenabis Global Inc. in its completed public offering of units
- Abacus Health Products Inc.
Abacus Health Products in its acquisition by Charlotte’s Web
- Raymond James Ltd.
The underwriters in the US$45.54 million cross-border secondary offering of common shares of Maverix Metals Inc. by Pan American Silver Corp.
- The Underwriters
The Underwriters in Telus’ $1.5 billion equity raise
- Kinross Gold Corporation
Kinross in its agreement with N-Mining Limited to acquire Chulbatkan for US$283 million
- CIBC World Markets
CIBC World Markets in Osisko Gold Royalties' $110.7M secondary bought deal offering
- Fairstone Financial Inc.
Fairstone Financial Inc. in connection with its US$300 million note offering
- Abacus Health Products Inc.
Abacus Health Products in its $34 million financing
- True Leaf Medicine International Ltd.
True Leaf in its $10.5 million convertible security financing
- Oryx Petroleum Corporation‘s $250 million Canadian initial public offering of common shares with Rule 144A sales in the United States (acted for underwriters)
- Telus Corporation’s $1.7 billion offering of notes (acted for agents)
- The Bank of Nova Scotia’s registered offering of $1.35 billion of senior notes pursuant to the U.S.-Canada Multijurisdictional Disclosure System (acted for The Bank of Nova Scotia)
- Neptune Technologies and Bioressources Inc.’s registered $34.1 offering of common shares pursuant to the U.S.-Canada Multijurisdictional Disclosure System (acted for Neptune)
- The Bank of Nova Scotia’s registered offering of $2.75 billion of senior notes pursuant to the U.S.-Canada Multijurisdictional Disclosure System (acted for The Bank of Nova Scotia)
- Golden Credit Card Trust’s $950 million Rule 144A offering of receivables-backed senior notes (acted for underwriters)
- Telus Corporation’s $1 billion offering of notes (acted for agents)
- TransAlta Corporation’s $412.5 million offering of common shares (acted for underwriters)
- Capital Power Corporation’s $500 million Canadian initial public offering of common shares with Rule 144A sales in the United States
- Issuer tender offer by QLT Inc. for US$50 million of common shares (acted for dealer-manager)
- Fording Canadian Coal Trust’s US$13 billion going-private transaction with Teck Cominco Limited (acted for Fording)
ADENTRA Inc. in its Bought Deal Public Offering of Common Shares
The Syndicate of agents in TELUS Corporation’s $2 billion three-tranche note offering
The Underwriters in connection with TELUS Corporation’s US$900 million Sustainability-Linked Bond offering
Tantalus Systems in its acquisition of Congruitive
Hardwoods Distribution Inc. in its $100.6 million offering
- Q4 Inc.
Q4 Inc. in its IPO on the TSX
- Clio
Clio in its acquisition of Lawyaw
- Acasti Pharma Inc.
Acasti in its definitive agreement to acquire Grace Therapeutics
- Chartwell Retirement Residences
Chartwell Retirement Residences in its $201 million public offering
- Tantalus Systems
Tantalus Systems in its inaugural $50 million Shelf Prospectus and related Public Offering
- Hardwoods Distribution Inc.
Hardwoods Distribution Inc. in its US$302 million acquisition of Novo Building Products Holdings
- The Underwriters
The underwriters in D-BOX Technologies’ $5.75 million bought deal public offering
- The Underwriters
The Underwriters in Thinkific’s $184 million IPO
- MindBeacon
IPO of MindBeacon Holdings Inc.
- Haivision Systems Inc.
Haivision Systems Inc. in its Initial Public Offering
- Evrim Resources Corp.
Evrim Resources Corp. in its merger with Renaissance Gold Inc.
- Zenabis Global Inc.
Zenabis Global Inc. in its completed public offering of units
- Abacus Health Products Inc.
Abacus Health Products in its acquisition by Charlotte’s Web
- Raymond James Ltd.
The underwriters in the US$45.54 million cross-border secondary offering of common shares of Maverix Metals Inc. by Pan American Silver Corp.
- The Underwriters
The Underwriters in Telus’ $1.5 billion equity raise
- Kinross Gold Corporation
Kinross in its agreement with N-Mining Limited to acquire Chulbatkan for US$283 million
- CIBC World Markets
CIBC World Markets in Osisko Gold Royalties' $110.7M secondary bought deal offering
- Fairstone Financial Inc.
Fairstone Financial Inc. in connection with its US$300 million note offering
- Abacus Health Products Inc.
Abacus Health Products in its $34 million financing
- True Leaf Medicine International Ltd.
True Leaf in its $10.5 million convertible security financing
- Oryx Petroleum Corporation‘s $250 million Canadian initial public offering of common shares with Rule 144A sales in the United States (acted for underwriters)
- Telus Corporation’s $1.7 billion offering of notes (acted for agents)
- The Bank of Nova Scotia’s registered offering of $1.35 billion of senior notes pursuant to the U.S.-Canada Multijurisdictional Disclosure System (acted for The Bank of Nova Scotia)
- Neptune Technologies and Bioressources Inc.’s registered $34.1 offering of common shares pursuant to the U.S.-Canada Multijurisdictional Disclosure System (acted for Neptune)
- The Bank of Nova Scotia’s registered offering of $2.75 billion of senior notes pursuant to the U.S.-Canada Multijurisdictional Disclosure System (acted for The Bank of Nova Scotia)
- Golden Credit Card Trust’s $950 million Rule 144A offering of receivables-backed senior notes (acted for underwriters)
- Telus Corporation’s $1 billion offering of notes (acted for agents)
- TransAlta Corporation’s $412.5 million offering of common shares (acted for underwriters)
- Capital Power Corporation’s $500 million Canadian initial public offering of common shares with Rule 144A sales in the United States
- Issuer tender offer by QLT Inc. for US$50 million of common shares (acted for dealer-manager)
- Fording Canadian Coal Trust’s US$13 billion going-private transaction with Teck Cominco Limited (acted for Fording)
Latest Insights
-
Osler Update Sep 25, 2023
Canadian securities regulators propose permanent WKSI program
The Canadian Securities Administrators have announced proposed amendments to implement a permanent expedited shelf prospectus regime for “well-known s...
Read more
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Blog Aug 25, 2023
SEC’s new mandatory cybersecurity disclosure rules and implications for Canadian issuers
On July 26, 2023, the United States Securities and Exchange Commission (SEC) adopted final rules requiring disclosure by public companies of...
Read more
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Osler Update Aug 21, 2023
SEC’s new mandatory cybersecurity disclosure rules and implications for Canadian issuers
Late last month, the United States Securities and Exchange Commission adopted final rules requiring disclosure by public companies of cybersecurity i...
Read more -
Osler Update Jun 9, 2023
Give it back! Issues for Canadian companies to consider now in light of pending U.S. compensation clawback rules to become effective later this year
Canadian issuers listed on a U.S. stock exchange must adopt or revise their policies and practices...
Read more
Speaking and Writing
Published Work
- Major Reforms Enacted to Stimulate Public and Private Capital Raising in the United States, Osler Update, April 5, 2012.
- Review and Reassessment of the Private Placement Regimes in Canada and the United States, Osler Corporate Review, March 2012.
- SEC Announces Timing for Elimination of MJDS Form F-9, Osler Update, August 4, 2011.
- SEC Approves NYSE and NASDAQ Rule Changes, Osler Update, December 19, 2009.
- Raising Capital in the United States: A Guide to Using MJDS for U.S. Public Offerings and Periodic Reporting, October 2009.
- Changes to Shareholder Proxy Access and Director Indemnification Under Delaware Corporate Law, Osler Corporate Review, June 2009.
- New SEC Rules Affect Canadian and Other Foreign Private Issuers, Osler Update, November 12, 2008.
- Market Turmoil May Mean It’s Time to Buy Back Stock, Osler Update, October 21, 2008.
- MJDS – The Fast Track to the U.S. Public Markets for Canadian Public Companies, Osler Update, November 20, 2007.
Credentials
Education
- Dalhousie University, LL.B.
- University of Alberta, B.A.
Languages
- English
Professional Affiliations
- Law Society of Ontario
- American Bar Association
