Municipal Services

Our team specializes in working with municipalities and government funded organizations. With over 50 municipal clients across Canada, we understand that cash management is a small part of your day.

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. 



  • Equity Research

    Our Canadian team covers more than 250 companies across seven diverse industry sectors.

    Discover Our Research
  • Private

    We provide unique solutions for our clients' wealth management needs.

    Learn about our services