Municipal Services

 Our team specializes in working with municipalities and government funded organizations. With over 100 municipal clients across Canada, we act as an extension of your treasury team. 

We are proud to be a supporting member of the Responsible Investment Association of Canada since 2015. 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. 
  • *NEW* Socially Responsible Investment Strategy including IMPACT GICs.

Video: How to Invest B.C. Municipal Funds

Andrew Johns from the Cash Management Group speaks to B.C.'s Community Charter and how to invest municipal funds. In our video, we breakdown each of the eight investment options for B.C. municipalities listed under Section 183 of the Community Charter.

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