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Managing the Practice of Investing in Clients

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The practice of lawyers investing in clients’ businesses is current and growing. Past experience with this type of activity (which includes taking equity positions in the form of shares of stock) has taught us that this practice raises significant issues which need to be managed. This booklet (Download PDF) will explain the issues you should consider before engaging in the practice of investing in clients.

Land Acknowledgement

The offices of LAWPRO are located on the traditional territory of many nations including the Mississaugas of the Credit, Anishnabeg, Chippewa, Haudenosaunee and Wendat peoples. Toronto is covered by Treaty 13 with the Mississaugas of the Credit. LAWPRO respects and acknowledges the histories, languages, knowledge systems, and cultures of First Nations, Metis, and Inuit nations.

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