Our team specializes in working with municipalities and government funded organizations. With over 85 municipal clients across Canada, we understand that cash management is a small part of your day.
We are very proud to be a supporting member of the Responsible Investment Association of Canada. The RIA is a leader in promoting the responsible investment industry in Canada as well as providing invaluable education and research on responsible investing issues.
Our Municipal 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.