Buy Canadian Policy

The Government of Canada has introduced new policies to protect, build, and transform Canadian industries. Check out Buy Canadian Policy for more information on what this could mean for you.

Town of Innisfail - Request for Proposal - Town of Innisfail Seeks Proposals for Investment Portfolio Management Services

Solicitation number AB-2026-04310

Publication date

Closing date and time 2026/07/03 12:00 EDT

Status Status Open

Description
The Town of Innisfail is seeking proposals from qualified investment advisors or financial institutions to provide investment portfolio management services for the Town's available funds. The objective is to ensure investments are managed in accordance with the Town's Investment Policy, applicable legislation, and prudent investment practices while maintaining safety of principal, liquidity, diversification, and an appropriate rate of return.

Contract duration

The estimated contract period will be 60 month(s), with a proposed start date of 2026/07/27.

Trade agreements

  • Canada-European Union Comprehensive Economic and Trade Agreement (CETA)

Partner with another business

Are you interested in partnering with other businesses for this opportunity? Add your company to the list of businesses who are interested in partnering.

This list does not replace or affect the tendering procedures for this procurement process. Businesses are still required to respond to bid solicitations, and to compete based on the set criteria. For more information please read the Terms of use.

Contact information

Contracting organization

Organization
Town of Innisfail
Address
4943-53 Street
Innisfail, CA-AB, T4G 1A1
CA
Contracting authority
Sherri Smith
Email
sherri.smith@innisfail.ca
Address
4943-53 Street
Innisfail, Alberta, T4G 1A1
Canada
Bidding details

Full details for this tender opportunity are available on a third-party site

Click on the button below to be directed to this website. Note that on the third-party site you may need an account to view and/or bid on this tender. Information on any fees or additional costs to access the full details is outlined in the Description tab of this tender opportunity.

View full details on third-party site

Eligibility and terms and conditions

Government of Canada tender and awards notices, solicitation documents, and other attachments are fully accessible and available free of charge and without having to register on CanadaBuys.

Information may be available on another source prior to being available on CanadaBuys. You may have received this information through a third-party distributor. The Government of Canada is not responsible for any tender notices and/or related documents and attachments not accessed directly from CanadaBuys.canada.ca.

Government of Canada tender or award notices carry an OpenGovernment License - Canada that governs its use. Related solicitation documents and/or tender attachments are copyright protected. Please refer to our terms and conditions page for more information.

Summary information

Notice type
Request for Proposal
Language(s)
English
Region(s) of delivery
Alberta
Region of opportunity
Alberta
Contract duration
60 month(s)
Procurement method
Competitive – Open Bidding
Commodity - UNSPSC
Click the links below to see a list of notices associated with the UNSPSC.

Support for small and medium businesses

If you have questions about this tender opportunity, please contact the contracting officer, whose information is found in the Contact information tab. 

Refer to our Support page if you need help or have questions about the government procurement process, including how to bid or how to register in SAP Ariba. You can also contact Procurement Assistance Canada, which has offices across Canada.

 

Date modified: