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Uncertain economic forecasts. Jumpy stock prices. Financial markets are odd beasts that can be both rational and fickle at the same time. That’s why municipal investors often look warily upon equities. In theory, security prices should reflect the…

While it seems obvious that investing is all about the money, the reality is that there are multiple objectives and considerations that come into play. In fact, investments that can be profitable while serving a higher purpose are getting more attention…

The opportunity for better planning, better returns and access to professional investment advice – these  were the main drivers for Innisfil Treasurer Lockie Davis to introduce prudent investor (PI) to his Council. “The chance to get into…

In today’s fiscal environment, when every dollar counts, making wise investment decisions can help municipalities pay for important capital projects. The paradox, though, is that investments that tend to deliver better returns over the long run are more…

  You are expected to understand and make recommendations to Council about investing funds. We have a deep understanding of the municipal sector and a thorough understanding of investing for municipalities. We can help you to build your…

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