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Hobson Chahal Advisory Group, 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.
James Hobson, CFA - Investment Advisor, Portfolio Manager and Chairman's Council Member
Charet Chahal, CIM - Investment AdvisorPhone
Contactjames.email@example.com OR firstname.lastname@example.org
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#2090, 10123 - 99 Street NW, Edmonton, AB T5J 3H1
The Alberta Urban Municipalities Association (AUMA) is proud to support Alberta’s communities. The AUMA represents urban municipalities which represent more than 85% of Albertans. It is a dynamic and evolving association, driven to enhance the stability and capacity of its members.
The Alberta Municipal Services Corporation (AMSC) has developed a range of solutions-based services designed to meet the needs Alberta’s communities including: property and casualty insurance, pension plans and savings plans, employee benefit services, utilities including electricity and natural gas, short-term investment options, and a purchasing program.Address300, 8616 - 51 Avenue, Edmonton, AB T6E 6E6
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:
Bloom Centre for Municipal Education
Bloom Centre for Municipal Education (CME) is a municipal education firm dedicated to connecting municipalities across Canada by sharing experience and best practices. Bloom is committed to the delivery of the highest quality education and consulting for municipal students and clients.
Bloom is dedicated to empowering urban and rural municipalities in Alberta and across Canada. The company was founded in 2016 by municipal professionals possessing over 40 years combined experience in the municipal sector with an intimate understanding of the challenges municipalities face including financial management, strategic planning and impacts from changes in the Municipal Government Act.What sets Bloom apart? All Bloom associates are municipal veterans and have worked for municipalities acquiring real-life experience and success in their chosen Bloom stream of expertise. Bloom has quickly become a leader in education creation, delivery and consulting in Alberta.AddressBox 3324
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
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
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
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
Serving over 1,000 clients in business and professional services, including engineering and architectural firms, law firms, agencies and other consultancy businesses, RSM Canada’s dedicated team of professionals is highly attuned to the industry’s accounting requirements, reporting and business issues, as well as evolving tax legislation. For more information about RSM Canada’s affiliates, visit rsmcanada.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.Contactleeann.email@example.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
Stack’d is a boutique management consulting firm operating in Western Canada, serving clients across North America. Stack’d was formed in 2015, out of a spinoff of a national executive search and management consulting firm. Establishing Stack’d was a strategic move to enable a stronger focus on our clients.
Originally founded in 2002, the practice has a long history of serving North American clients in both the private and public sectors. The team has a proven track record of helping leaders take advantage of opportunities not seen by others, or by working with them to help solve some of their most challenging problems.
We serve our clients by analyzing their business’ key issues and opportunities and aligning their leadership teams on purposeful action. This enables clear and strategic decision-making which defines their organization’s future, long-term success, and sustainability. We are tenacious about excelling at our craft, so that clients receive undeniable value. And when clients are challenged with complex issues or opportunities, we believe that by combining strengths, we can stack the deck, and deliver amazing.Phone
Contactmmoore@stackdconsulting.com (Calg) and email@example.com (Edm)
TRINUS is a full-service IT provider focusing on Municipal Governments in Alberta. For close to 20 years, TRINUS has 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 overcome the full spectrum of IT challenges facing Municipalities large and small.
Contact us today – TRINUS: stress-free IT.Phone
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
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