Municipal Services

 Our team specializes in working with municipalities and government funded organizations. With over 100 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. 
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