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Poland Hobson Advisory Group l CIBC Wood Gundy
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 - Investment Advisor, Portfolio Manager and Chairman's Council Member
James Hobson, CFA - Investment Advisor, Portfolio Manager and Chairman's Council MemberPhone
Contacttodd.email@example.com OR firstname.lastname@example.org
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.AddressAlberta Office Public Sector Contact:
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
Chartered Professional Accountants (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 28,500 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.Contactbwebster@cpaalberta.ca
ENMAX, through its subsidiaries, generates, distributes and sells electricity to residential, small business and large commercial customers and is headquartered in Calgary, Alberta, with offices also in Edmonton. ENMAX Power Corporation owns and operates transmission and distribution infrastructure in Calgary and ENMAX Energy Corporation owns diverse electricity generation facilities throughout the province. Since 2007, ENMAX has been named one of Alberta's Top Employers. ENMAX Energy is currently the retailer of choice for both The City of Calgary and The City of Edmonton.Phone
Metrix Group LLP
Metrix Group LLP - formerly Hawkings Epp Dumont LLP
Since our beginnings in 1962, the direction of our firm has been shaped and guided by several generations of partners. Through their effective leadership, we have been very fortunate to experience a significant amount of growth. To allow us even more room to grow, and to provide consistency to our clients as we continue to evolve, we look forward to many more years of growth as Metrix Group LLP.Metrix Group Services
Metrix Group is dedicated to providing quality professional services designed to meet and exceed professional standards. We are committed to audit quality through our skilled and experienced team and internal quality controls. We provide an audit based on the principles of timeliness and good judgment. Our risk-based audit approach, combined with the importance we place on observing and recommending ways to improve internal controls, will provide value-added services to your municipality.Metrix Group Knowledge
At Metrix Group, we are public sector accounting leaders and the auditor of choice for numerous municipalities across Alberta, Saskatchewan and the Yukon. Our engagement team upholds ethics, values and a positive attitude. We believe our staff possesses the personal chemistry and communication skills to develop good relationships with clients.Metrix Group Communication
At Metrix Group we pride ourselves on building and maintaining sound relationships with our clients through open lines of communication. This is achieved through staff synergy, low staff turnover, and an approachable enthusiastic team. We encourage ongoing client communication throughout the year to answer any questions or concerns that may arise. We provide proactive advice, and consultation on matters pertaining to accounting best-practices that will assist your municipality. We are a city firm, with a rural feel that has become a leader in municipal audit and advisory services.Phone
RMA (Rural Municipalities of Alberta)
Rural Municipalities of Alberta (RMA) is an independent association comprising Alberta’s 69 counties and municipal districts. Since 1909, we have helped rural municipalities achieve strong, effective local government. RMA provides Advocacy and Aggregated Business Services (including RMA Trade, RMA Fuel and RMA Insurance).
RMA’s strategic plan sets goals to meet our members’ diverse needs, while our annual reports keep us accountable to our members.Contactmiranda@rmalberta.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.email@example.com
TRINUS provides Customer-focused, stress-free IT Solutions and Services to the Albertan Government and Business communities. TRINUS is one of the premier players in the Municipal Governments market in Alberta.
For 20 years we have been recognizing, analyzing, and resolving real world IT problems facing our Clients, with the appropriate Technology and fully-qualified Technicians. IT Services are a prime requirement for any business wanting to become successful, and we make it our Top Priority to ensure that all of our Clients are professionally set up in this area.
From Managed IT, to Cyber-Security, to Back-up & Disaster Recovery, to Cloud Services, we cover all of our Clients' IT necessities to ensure business runs seamlessly. Our goal is to reduce the stress, anxiety, worry, and panic commonly associated with IT, by becoming a trusted partner of our Clients. We aim to be the champions of IT Truth, Safety and Security, especially within any organization trusted with Personal and Private Information.
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.TRINUS: stress-free ITAddress110, 3806 - 49 Avenue, Stony Plain, AB T7Z 2J7
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
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 $48.5 billion.
Today, 5,021 team members help more than 725,000 customers in 244 Alberta communities. Like our clients, we're Albertans.
Through a network of more than 300 locations across Alberta, 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. We're proud of what we do and we're proud of the people who help us do it.
ATB was named one of Canada’s 50 Best Employers in 2015 by Maclean’s Magazine in partnership with Aon Hewitt – in fact we made to the top 10! In 2014, ATB was also named one of Alberta's top 65 employers and one of Canada's Best Employers for Young People by Mediacorp Canada Inc., one of Canada's Passion Capitalists by Knightsbridge, and one of the 50 Most Engaged Workplaces in Canada by Achievers.
Contact Mark Thibeault, Director, Deposit Growth Initiatives:Contactmthibeault@atb.com
Established in 1905, the Alberta Urban Municipalities Association (AUMA) provides solutions and resources for municipal issues and challenges so that each municipality does not otherwise have to expend time and resources to individually undertake those actions. The AUMA acts as one voice in advocating municipal interests to all orders of government as well as with business and community associations, and other stakeholders.
Through its wholly-owned subsidiary, the Alberta Municipal Services Corporation (AMSC) has developed a range of solutions-based services designed to meet the needs of municipalities including: property and casualty insurance, pension plans and savings plans for municipal staff and elected officials, employee benefit services, utilities including electricity and natural gas, short-term investment options for municipalities, and a purchasing program.
Contact Tiffany MacInnis, Administrative Assistant Client Development:Address300, 8616 - 51 Avenue, Edmonton, AB T6E 6E6
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.Contactchad.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