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:
- Cashable GICs
- High Interest Savings Account
- Laddered Investment Portfolios