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About Josh

Josh provides advice on all areas of Canadian domestic and international income tax law, particularly focusing on advice relating to cross-border mergers and acquisitions, corporate reorganizations, investment funds, including exchange-traded funds (ETFs), public financings and structured products.

One of Josh's areas of specialization is the sports industry, in which he advises a number of clients on league and special event structuring and related tax matters.

Select Experience

Recent representative matters include advising:

Mergers, Acquisitions and Reorganizations

  • Magnet Forensics Inc. on its C$1.8-billion acquisition by an affiliate of private equity firm Thoma Bravo

  • IGM Financial Inc. in connection with its purchase of an approximately 20.5% equity interest in Rockefeller Capital Management for US$622-million

  • IGM Financial Inc. in connection with its sale of Investment Planning Counsel for C$575-million

  • GMS Inc. on its C$196-million acquisition of Yvon Building Supplies and its affiliates

  • The Walter Group on the acquisition of assets and formation of the new Professional Women's Hockey League

  • Power Financial Corporation on its C$1.65-billion repurchase and cancellation of common shares pursuant to a substantial issuer bid and its tendering into Great-West Lifeco Inc.'s C$2-billion substantial issuer bid, and Power Corporation of Canada on its C$1.35-billion repurchase and cancellation of subordinate voting shares pursuant to a substantial issuer bid and its tendering of common shares into Power Financial Corporation's substantial issuer bid

Capital Markets

  • Advising several ETF sponsors and asset managers, including CIBC Asset Management Inc., AGF Investments Inc., J.P. Morgan Asset Management, Capital International Asset Management (Canada) Inc., Evolve Funds Group Inc. and Harvest Portfolios Group Inc.

  • A major Canadian financial institution on its principal-at-risk structured notes program

  • Magnet Forensics Inc. in connection with its C$115-million initial public offering of subordinate voting shares and C$74-million secondary offering of subordinate voting shares

  • The underwriters in connection with numerous offerings of Canadian-dollar high-yield notes (including offerings by GFL Environmental, Alliance Grain Traders, DHX Media and Cogeco)

  • The underwriters in connection with public offerings by Exchange Income Corporation, Tricon Capital Group Inc., Mainstreet Health Investment Inc., True North Apartment REIT, Slate Office REIT and Shopify

Awards & Recognition

Josh is recognized as a leading lawyer in the following publications:

  • Chambers Canada Legal Guide 2025 (Tax)

  • Chambers Global Legal Guide 2025 (Tax)

  • The Best Lawyers in Canada 2025 (Tax Law)

  • The Canadian Legal Lexpert Directory 2025 (Corporate Tax)

He also received the 2024 Douglas J. Sherbaniuk Distinguished Writing Award from the Canadian Tax Foundation.

Professional Activities

Josh is a member of the Canadian Bar Association, the Canadian Tax Foundation and the International Fiscal Association. He is a participant in the Tax Working Group at the Securities and Investment Management Association. He is also a former member of the Steering Committee of the Canadian Tax Foundation Young Practitioner's Group.

Education

Admitted to the Ontario Bar – 2009
LLB, University of Western Ontario – 2008
BComm (Finance), University of Toronto – 2003

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