Our team specializes in working with post-secondary institutions across Canada including colleges, universities, school boards, and private schools. All deposit types can be structured to comply with your institution's endowment and investment policy statement.

Our post-secondary services include:

  • Creating a customized Investment Policy Statement ("IPS") or working with your existing IPS.
  • Providing detailed cash flow and investment analysis.
  • Streamlining your administration by providing consolidated statements. 

Video: Back to School with the Cash Management Group


We are proud to say that every member of the Cash Management Group has received a university education, from universities across Canada. In our video, we discuss the investment options we typically recommend to our post-secondary clients, including:

  1. Cashable GICs
  2. High Interest Savings Account
  3. Laddered Investment Portfolios
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