Sarah Mckinnon Email & Phone Number

Winnipeg, Manitoba, Canada

Winnipeg, Manitoba, Canada

Toronto, 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

Toronto, 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

Toronto, 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

Toronto, 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

Toronto, 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.

Toronto

• 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

Ottawa

• 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

J.D., Law

B.A. (Hons.), History