Sarah Mckinnon Email and Phone Number
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Sarah McKinnon holds the position of Senior Legal Counsel at IG Wealth Management.Prior to her current role, Sarah was Counsel for TD Bank Group, supporting the TD Wealth businesses. In this role she advised the investment fund manager, portfolio advisers and dealers on regulatory obligations in the structuring, offering and distribution of investment products and the provision of advisory services. She also served as the legal adviser to the bank’s retail distribution channel on its full spectrum of operations, advising clients ranging from frontline staff to senior executives.Prior to joining TD, Sarah was Legal Counsel at Invesco Canada Ltd. Sarah provided strategic legal advice on a variety of legal issues and prepared and amended mutual fund disclosure documents, proxy materials and exemptive relief applications. Sarah worked closely with Invesco's product group to support and expand the product line-up. She also supported back-office transaction processing, the estates and trusts teams and fund accounting, as well as other general corporate functions.Before joining Invesco Sarah was an Associate in the Financial Services Group at Cassels Brock & Blackwell LLP. Her practice focused on corporate finance matters and financial institution regulation. Sarah represented borrowers and lenders in a variety of domestic, cross-border and multi-jurisdictional financing transactions including secured and unsecured financing, project finance, syndicated loans, and equipment leasing. Sarah also advised Canadian and non-Canadian financial institutions on the operation of credit, debit and payment card programs, cost of credit disclosure, payments system issues and compliance matters.Sarah graduated with a J.D. from the University of Toronto, Faculty of Law. Prior to attending law school, Sarah obtained a B.A. (Honours) in History from the University of Winnipeg.
Ig Wealth Management
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- investorsgroup.com
- Employees:
- 270
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Senior Legal CounselIg Wealth ManagementWinnipeg, Manitoba, Canada -
Senior Legal CounselIg Wealth Management Jan 2019 - PresentWinnipeg, Manitoba, Canada -
CounselTd Jun 2016 - Jan 2019Toronto, Canada Area· Provided strategic and business-oriented legal advice to TD Wealth businesses· Advised investment fund manager, portfolio advisers and dealers on regulatory obligations in the structuring, offering and distribution of investment products and the provision of advisory services· Acted as legal adviser to retail distribution channel on full spectrum of operations· Experience advising clients ranging from frontline staff to senior executives· Advised on continuous disclosure and regulatory offering documents for investment products· Drafted and negotiated commercial arrangements for various services· Advised on policies and procedures designed to ensure compliance with regulatory frameworks· Acted as legal adviser to Independent Review Committee, Corporate Class Board of Directors, Corporate Class Audit Committee and Private Giving Foundation· Monitored, interpreted and advised on legislative and regulatory changes and their impact -
Legal CounselInvesco Canada Aug 2014 - Jun 2016Toronto, Ontario• Provided strategic legal advice on a variety of legal issues impacting Invesco’s business• Prepared mutual fund disclosure documents on an annual basis, amended disclosure documents as needed, prepared proxy materials for unitholder meetings and exemptive relief applications• Worked closely with Invesco’s product group to support the existing product line and new product initiatives• Monitored, analyzed and commented on potential legislative and regulatory changes • Supported back-office functions including transaction processing, fund accounting and estates and trusts teams, advising on various matters including estates, in-trust-for accounts, court orders, powers of attorney, requirements to pay and sales and marketing restrictions in jurisdictions outside of Canada• Advised and supported general corporate functions, including finance, tax, facilities and human resources• Reviewed and advised on various contracts -
AssociateCassels Brock & Blackwell Llp Sep 2012 - Aug 2014Toronto, Ontario• Experience with financial institution regulation and compliance• Experience with corporate financings representing borrowers and lenders in various transactions• Experience advising on credit, debit and payment card programs and cost of credit disclosure• Exposure to anti-money laundering legislation and consumer protection legislation• Advised on the impact of legislative and regulatory change• Experience with domestic, cross-border and multi-jurisdictional transactions• Experience with secured and unsecured financings, project finance, and syndicated loans -
Articling StudentCassels Brock & Blackwell Llp Aug 2011 - Jun 2012Toronto, Ontario• Experience in general securities and corporate law matters as well as commercial lending• Experience with regulatory and compliance matters and related legal research• Experience with private placements and continuous disclosure obligations of public companies• Major deals included acting for a wealth management firm in its acquisition of retirement homes • Assisted in drafting various legal contracts, public disclosure documents, • Preparation of memos and court materials -
Summer StudentCassels Brock & Blackwell Llp May 2010 - Sep 2010Toronto, Ontario• Experience working in securities law, corporate law, financial services, real estate and litigation groups• Major deals included acting for Goldcorp Inc. in its sale of the San Dimas mine to Primero Mining Corp. -
InternOntario Ministry Of Citizenship And Immigration May 2009 - Sep 2009Toronto• Wrote and edited communications products, including speeches, news releases, and media advisories• Assisted in organizing major ministry announcements• Prepared briefing notes on issues facing Ontario immigrants• Developed policy recommendations in response to issues faced by Ontario non-profit organizations
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Research AssistantSenate Of Canada May 2008 - Sep 2008Ottawa• Authored reports on income inequality in Canada and senate bills and debates• Researched and drafted postings for “Savvy Senate” website• Managed website project, delegated related tasks to other staff
Sarah Mckinnon Skills
Sarah Mckinnon Education Details
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University Of TorontoLaw -
University Of WinnipegHistory
Frequently Asked Questions about Sarah Mckinnon
What company does Sarah Mckinnon work for?
Sarah Mckinnon works for Ig Wealth Management
What is Sarah Mckinnon's role at the current company?
Sarah Mckinnon's current role is Senior Legal Counsel.
What is Sarah Mckinnon's email address?
Sarah Mckinnon's email address is sa****@****oup.com
What schools did Sarah Mckinnon attend?
Sarah Mckinnon attended University Of Toronto, University Of Winnipeg.
What skills is Sarah Mckinnon known for?
Sarah Mckinnon has skills like Legal Research, Client Services, Legal Writing, Contract Review, Academic, Academic Writing, Regulatory Affairs, Legal Compliance, Public Policy Research, Problem Solving.
Who are Sarah Mckinnon's colleagues?
Sarah Mckinnon's colleagues are B Ng, Robert Middelkoop, Jacinthe Mallais, Elaine Jose.
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Sarah McKinnon
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