FINANCE

Our mission is to help you in the drafting process. Whether you need us to review, draft, or negotiate, we're here to ensure that your interests are protected and that your objectives are achieved.

Document Drafting, Review, and/or Negotiation

How We
Can Help

We can represent you in a variety of business-related matters where you need documents or agreements drafted, reviewed, and/or negotiated. 

The below list of documents and agreements pertaining to our Finance practice area describes some of the legal paperwork that we can help you review, draft, and/or negotiate. 

Contact us or use the Requisition Form below to get started.  

Creditors have better memories than debtors.

- Benjamin Franklin

Types of Finance Documents & Agreements We Can Help You With

⋅ Accordion facility joinder agreement
⋅ Acknowledgement and consent of insurer to collateral assignment of life insurance policy
⋅ Acknowledgement and consent to collateral assignment of material agreement
⋅ Acknowledgment and consent to collateral assignment of acquisition agreement
⋅ Amendment to PPSA collateral description/classification letter (s. 56(2.1) PPSA)
⋅ Assignment and assumption: multiple assignments of loans
⋅ Assignment and assumption: single assignment of loans
⋅ Assignment of proceeds of insurance policies
⋅ Bank Act security: assignment agreement (security on all property of specified kinds)
⋅ Bank Act security: notice of intention to give security under s. 427
⋅ Blocked account agreement (account bank not party to loan transaction)
⋅ Blocked account agreement (account bank is party to loan transaction)
⋅ Borrowing base certificate
⋅ Bring-down certificate (finance): corporation
⋅ Bring-down certificate (finance): general partnership
⋅ Bring-down certificate (finance): limited partnership
⋅ Bring-down certificate (finance): trust
⋅ Canadian intellectual property office notice
⋅ Certificate of incumbency
⋅ Closing agenda: acquisition financing (personal property)
⋅ Closing agenda: personal property
⋅ Closing agenda: syndicated loan transaction
⋅ Collateral assignment of acquisition agreement
⋅ Collateral assignment of life insurance policy
⋅ Collateral assignment of material agreement
⋅ Commitment letter from lender to arranger
⋅ Commitment letter: DIP bilateral loan
⋅ Commitment letter: firm commitment (syndicated loan)
⋅ Compliance certificate: lending
⋅ Confidentiality agreement: lending
⋅ Confirmation of security interest in intellectual property
⋅ Contribution and indemnity agreement (shareholder guarantors)
⋅ Contribution and indemnity agreement (subsidiary guarantors)
⋅ Conversion notice
⋅ Declaration of lost security certificate (lost by security holder)
⋅ Declaration of lost security certificate (lost by lender/pledgee)
⋅ Demand debenture
⋅ Demand letter
⋅ Direction re: funds
⋅ Discharge of PPSA interest demand letter (s. 56 PPSA)
⋅ Drawdown/borrowing request
⋅ Environmental indemnification agreement
⋅ Fee letter (lending)
⋅ Forbearance agreement
⋅ General security agreement (including for syndicated loans)
⋅ Guarantee (for bilateral, commercial transaction, corporate, personal, or syndicated loans)
⋅ Guarantee and security confirmation agreement
⋅ Guarantee supplement (syndicated loans)
⋅ Intercreditor agreement: asset-based lending (split collateral structure)
⋅ Intercreditor agreement: joinder agreement
⋅ Intercreditor agreement: senior and subordinated lenders
⋅ Letter of credit: commercial
⋅ Letter of credit: standby
⋅ Loan agreement (bilateral loan)
⋅ Loan agreement (commercial loan)
⋅ Loan agreement (syndicated loan)
⋅ Loan agreement (amending agreement)
⋅ Loan agreement: waiver/consent
⋅ Negative pledge
⋅ Notice of assignment of accounts receivable (secured party to account debtor)
⋅ Notice of assignment of crown debt under the Financial Administration Act (Canada)
⋅ Notice of default and reservation of rights letter: lending
⋅ Notice of intention to dispose (s. 63 PPSA)
⋅ Notice of intention to enforce security (s. 244 BIA): consent and waiver
⋅ Legal opinion letter for secured loan: domestic borrower and lender
⋅ Legal opinion letter for secured loan: domestic guarantor of foreign loan
⋅ Legal opinion letter for secured or unsecured loan: in-house counsel
⋅ Partial release of collateral letter
⋅ Participation agreement
⋅ Partner’s certificate: lending to a general partnership
⋅ Partner’s certificate: lending to a limited partnership
⋅ Payout letter
⋅ Payout letter: surviving obligations
⋅ Pledge agreement 
⋅ Pledge agreement (pledge of shares in its subsidiaries by the borrower)
⋅ Pledge agreement (pledge of shares in borrower by its shareholder)
⋅ Pledge agreement (pledge of securities account)
⋅ Pledge agreement (syndicated loan)
⋅ PMSI inventory notice
⋅ Post-amalgamation acknowledgement and confirmation
⋅ Post-closing agreement
⋅ Power of attorney (to sign documents at closing)
⋅ PPSA estoppel letter
⋅ PPSA registration report to secured party
⋅ Promissory note: power of attorney
⋅ Promissory note: intercompany loan (demand loan)
⋅ Promissory note: intercompany loan (term loan)
⋅ Promissory note: non-negotiable (stand-alone)
⋅ Promissory note: revolving loan
⋅ Promissory note: term loan
⋅ Purchase and sale of indebtedness agreement
⋅ Receipt of funds
⋅ Receipt of share certificates
⋅ Release of collateral letter
⋅ Repayment notice
⋅ Rollover notice
⋅ Securities account control agreement
⋅ Securities account control agreement: notice of exclusive control
⋅ Securities account control agreement: notice of termination
⋅ Senior lender consent and good standing letter
⋅ Share transfer power of attorney
⋅ Sight draft
⋅ Subordination agreement: related party loans
⋅ Subordination agreement: vendor take back note
⋅ Term sheet: asset-based lending credit facility
⋅ Term sheet: senior secured bilateral loan
⋅ Term sheet: senior secured syndicated loan
⋅ Time draft
⋅ Trustee’s certificate: lending to a trust
⋅ Vendor take back promissory note
⋅ Waiver and consent request: from borrower to lender
⋅ Warrant (fixed percentage form)
⋅ Warrant (FMV exercise price form)
⋅ Warrant (penny warrant form)

⋅ Authorizing resolutions of a corporate trustee (loan transaction)
⋅ Authorizing resolutions of the general partner of a LP (loan transaction)
⋅ Authorizing resolutions of the partners of a general partnership (loan transaction)
⋅ Board of directors: minutes of meeting (guarantees)
⋅ Board of directors: minutes of meeting (lending)
⋅ Board resolutions (acquisition financing): purchaser/borrower (with VTB)
⋅ Board resolutions (CCAA filing and DIP financing): borrower
⋅ Board resolutions (lending): borrower
⋅ Board resolutions (lending): guarantor
⋅ Board resolutions: amending a loan agreement
⋅ Board resolutions: intercompany loan (lender)
⋅ Board resolutions: intercompany loan (borrower)
⋅ Officer’s certificate: lending
⋅ Officer’s certificate: short form for use with amendment or an amendment & restatement

⋅ Press release: completion of convertible bond offering
⋅ Press release: completion of medium-term note offering
⋅ Press release: completion of medium-term note offering (reopening)
⋅ Press release: convertible bond offering
⋅ Press release: high-yield bond offering (pricing)
⋅ Press release: high-yield bond offering (completion)
⋅ Press release: high-yield bond offering (launch)
⋅ Press release: medium-term note offering
⋅ Press release: medium-term note offering (reopening)

tier 1

starting from:
$250flat fee (+HST)

Document Review

  • Review existing document with client

  • Discuss opinion of existing document with client (based on client's unique circumstances)

  • Price assessed on a case-by-case basis

  • No document drafting or negotiation

  • Price does not include any disbursements or third-party charges

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TIER 2

starting from:
$350flat fee (+HST)

Document Drafting

  • Meet with client to discuss the unique circumstances of the case and the proposed document

  • Draft document based on client's instructions

  • Price assessed on a case-by-case basis

  • No document negotiation

  • Price does not include any disbursements or third-party charges

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TIER 3

starting from:
$750flat fee (+HST)

Document Negotiation

  • Meet with client to discuss the unique circumstances of the case and the proposed document

  • Negotiate and draft terms of document with opposing lawyer based on negotiations and client's instructions

  • Price assessed on a case-by-case basis

  • Price does not include any disbursements or third-party charges

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