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CIBC Wood Gundy l Poland Hobson Advisory Group
Our experience working with Canadian municipalities and municipal districts dates back to 1983. Using an investment philosophy rooted in the Prudent Investor Rule, portfolios are designed to be more-strict than the MGA allows, prioritizing return of capital over return on capital. We have a wealth of experience creating and advising on municipal Investment Policy Statements and have created policies for over 100 Albertan municipalities since 1983, many of which are still in use. Currently, we manage over $2.0 billion in assets and have a proven ability to protect and grow portfolios through various market cycles. Our approach is typically the lowest-fee solution, as we leverage economies-of-scale to create bonds from scratch. This approach leads to lower fees and higher portfolio yields. By accessing products and new-issue investments not available elsewhere, we believe we have the widest inventory of bonds available of any firm in Canada. CIBC is ranked as the strongest bank in North America and third-strongest in the world by Bloomberg Markets.
Todd Poland, CIM - First Vice President, Investment Advisor, and Portfolio Manager
James Hobson, CFA - Investment Advisor and Portfolio ManagerPhone
Contacttodd.firstname.lastname@example.org OR email@example.com
ATB Financial/ATB Investor Services
At ATB Financial, we put people first. We've been doing it for more than 75 years. In that time, we've grown from one small Treasury Branch to become the largest Alberta-based financial institution, with assets of $43.1 billion. Today, 5,300 team members help more than 710,000 customers in 244 Alberta communities. Like our clients, we're Albertans. Through a network of 172 branches, 135 agencies, and a Customer Care Centre, we work beside them and with them in their communities, and we root for their success because it's our success too. Decisions that affect our clients are made right here in Alberta and are based on local knowledge and confidence in Alberta’s economy. These are a few reasons why so many of Alberta’s Cities, Towns, Villages, Counties, and Municipal Districts, have chosen to deal with ATB.Contactmthibeault@atb.com
BDO Canada LLP
Tailored and practical solutions to increase performance and achieve results.
Challenging financial conditions, complex compliance and regulatory requirements, and increasing public demand for improved services have forced government entities to accomplish more with fewer resources. Public sector leaders must find innovative and effective ways to remain accountable while investing in the future.
Through individually tailored assurance and accounting, advisory, and tax services, BDO’s Public Sector Practice guides clients through important strategic decisions to ensure they continue to deliver on their visions and goals. This is done while operating in an environment where service delivery, results, accountability, and value are of the utmost concern.
With extensive experience working with federal, provincial, and municipal levels of government, our professionals deliver value through an all-encompassing approach that helps Public Sector clients improve their operations and meet the expectations of the individuals they serve.
People who know, know BDO. Contact Lorraine Walker, CPA, CA - PartnerAddressAlberta Office Public Sector
Hawkings Epp Dumont LLP
Hawkings Epp Dumont LLP is a full service accounting firm in business since 1962. We provide our services from our offices in Edmonton, Stony Plain, and Lloydminster.
The Firm provides audit and advisory services to both urban and rural municipalities located in central and northern Alberta, Saskatchewan, and the Yukon. Our client portfolio ranges from small summer villages to larger towns, counties and municipal districts.
We have industry experience, a full service audit approach, knowledgeable staff, a commitment to communication, fair and reasonable fees, and dedication to providing excellent service.
At Hawkings Epp Dumont LLP, we uphold the highest standards for quality and deliver personalized and cost-effective solutions. Our team, our experience, our audit approach and our knowledge of municipal operations provides value and insight to our clients.Contactmepp@hawkings.com
Scotiabank is one of North America's premier financial institutions. At Scotia Wealth Management, the cornerstone to our collaborative approach is a financial plan that provides us with the opportunity to listen and understand the life you envision. Through Global Transaction Banking, we provide business solutions that address your company’s cash management, liquidity and cash flow needs. So whether you’re an individual, or a commercial or corporate entity, we can customize a plan that helps you meet your objectives.Contactrob.firstname.lastname@example.org
TRINUS Technologies Inc.
TRINUS Technologies is a full-service IT provider that focuses on Municipal Governments in Alberta. For close to 20 years we have been recognizing, analyzing, and resolving the real-world IT problems facing most municipal governments.
From High Level to Pincher Creek, from Jasper to St. Paul, we can overcome the full spectrum of IT challenges facing municipalities large and small.
Contact TRINUS today – TRINUS: Computing with a Personal Touch.Address
Alberta Association of Municipal Districts & Counties and Lane Quinn Benefit Consultants
AAMDC Aggregated Business Services, is comprised of the Jubilee Insurance, PFA Canada, and Trade Division, and provides rural and urban municipalities, school divisions, rural electrification associations, water irrigation districts and non-for-profit organizations and foundations access to quality and competitively priced goods and services. As a member owned program, Jubilee Insurance Agencies has been providing municipalities and non-profit groups access to a broad range of customized and cost effective insurance products since 1955. Jubilee enables municipalities and non-profit organizations in Alberta to access and secure their property and liability through Reciprocal Insurance Exchanges that are focused on service and cost stabilization. PFA Canada has become one of Canada’s largest non-profit aggregators of fuel and lubricant purchases, servicing a large proportion of the Alberta non-profit sector. The Trade division is one of Canada’s oldest and largest municipal buying groups, focused on achieving cost reductions and building relationships with best in class vendors.
One of the AAMDC’s most valued vendor relationships involves its customized employee benefits program. AAMDC working with Lane Quinn as the service provider, provides a new outlet for organizations to customize individual benefit programs which fit their employee’s needs and financial parameters. Lane Quinn provides both the small and large employers with a specialized resource for employee benefits information and consultation. They focus on two things: Their clients and employee benefits. Their clients range in size, but they remain streamlined enough to offer highly personalized service.
Contact information: Craig Pettigrew: email@example.com, 780-955-3639 OR Jeff Nichol: firstname.lastname@example.org, 403-261-6084Contactmiranda@aamdc.com
Alberta Capital Finance Authority
ACFA (formerly the Alberta Municipal Financing Corporation) was established by statute in 1956 as a non profit corporation and continues as a corporation under authority of the Alberta Capital Finance Authority Act (Alberta).
The business of ACFA is to provide local authorities within Alberta with flexible funding for capital projects at the lowest possible cost. In addition, ACFA may act as a financial agent or otherwise for such local authorities in negotiating loans or refinancing securities, and may also provide other financial services to local authorities prescribed or otherwise authorized by the Lieutenant Governor in Council on behalf of the Province.
The business of ACFA is administered by a Board of Directors comprised of nine members. Four Board members are elected and five Board members are appointed by the Lieutenant Governor in Council for Alberta. The Lieutenant Governor in Council acts by, and with the advice and consent of, the Alberta Cabinet.
ACFA can be contacted at the following: Rate Info Line: 780-427-9711Address#2160 10123 - 99 Street NW, Edmonton, AB T5J 3H1
Established by members, for members, for more than 100 years, the Alberta Urban Municipalities Association is respected as the expert in municipalities. Valued by our membership and trusted as their collective voice, we advocate the interests of municipalities to all orders of government and other stakeholders.
The Alberta Municipal Services Corporation is a solutions-based company, successfully delivering innovative services to municipalities, municipally related organizations, and their employees for more than 40 years. The corporation supports the advocacy efforts of AUMA while providing value to members with economies of scale, customized service and support, and expertise that come from working with Alberta communities. Our comprehensive offerings include employee benefits and retirement tools, insurance and risk management products, investments, utility services (electricity and natural gas) and purchasing and p-card program.Address300, 8616 - 51 Avenue, Edmonton, AB T6E 6E6
ContactDina Wali, Client Development Coordinator (email: email@example.com)
CPAs are world-class strategic business experts, helping organizations succeed in every industry and level of business. CPA Alberta is the professional organization representing more than 28,000 CPAs across the province, with the goal of protecting the public interest and promoting the value of the CPA designation. CPA Alberta provides a variety of services and programs for its members and the next generation of designated accountants. For more information, visit our website.AddressSuite 800, 444 - 7 Avenue SW Calgary AB T2P 0X8
Servus Credit Union
Servus Credit Union
Servus Credit Union works to build a better world - one member at a time. With roots dating back to 1938, Servus has been a strong part of Alberta communities right across our province. Over time, as more credit unions joined with Servus, we have grown to become the largest credit union in Alberta, and were the first province-wide credit union ever formed in Canada. Proudly serving nearly 400,000 member-owners from over 100 locations in 62 Alberta communities, Servus provides sound, advice-based financial products and services, and remains committed to making a difference in the communities where we live and work.Contactpaul.firstname.lastname@example.org
CIBC Commercial Banking
CIBC Commercial Banking’s Public Sector and Not-for-Profit Group is a leading provider of credit, cash management and other banking services to the Public Sector. Our team consists of highly experienced relationship managers who have extensive knowledge, expertise, and a proven track record in advising organizations in this sector.
CIBC recognizes that the strategic and financial objectives of public sector organizations, and the environments within which they operate, are very different from those of for-profit commercial businesses. Our objective is to provide effective financial solutions for our clients, while recognizing the various challenges and constraints under which they operate.Phone
Contacternie.email@example.com OR firstname.lastname@example.org
TownSuite Municipal Software
Your municipality has a lot of moving parts, critical to keeping things running. Different departments. Different roles. They’re all disconnected, but share one mission - to meet the needs of your stakeholders.
It should be easy to work together. TownSuite delivers just that. Take control of your information - whether that is Financial, Planning, GIS-Mapping, Asset Management or Community Services. Information is connected across your municipality and connected to it, making it easier to access critical information from every source.
Make smarter decisions faster. Reporting, planning, work orders, transactions... It’s intuitive. It’s real time. It’s customer centric software designed with the municipality in mind, and configurable to the way you do things. TownSuite has almost 30 years of experience developing, improving, implementing and supporting municipal solutions across Canada.
As you grow, it grows with you. It’s living software. This is TownSuite: your municipality - your way.
Financial | Planning | GIS-Mapping | Asset Management | Community ServicesAddressSarah Hobbs, Director of Sales & Marketing