This Solicitation opportunity from Government of Canada was posted on June 8, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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

Closed

AB-2026-04310International

Submission Closed07/03/2026, 05:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 523940

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POSTED

16 days ago

DEADLINE

in 15 days

AI Contract Overview

The Town of Innisfail is inviting qualified investment advisors and financial institutions to submit proposals for managing its investment portfolio, aiming to align all activities with the Town’s Investment Policy, relevant legislation, and sound financial practices. The primary goals are to preserve principal, ensure adequate liquidity, maintain a diversified portfolio, and achieve a reasonable rate of return while upholding the highest standards of prudence and accountability. Proposals must demonstrate experience in public sector investment management, a clear understanding of municipal financial constraints, and the ability to deliver regular reporting and strategic guidance consistent with the Town’s objectives. Solicitation number AB-2026-04310 was posted on June 8, 2026, with responses due by 5:00 PM MT on July 3, 2026. The opportunity falls under NAICS code 523940 for other financial investment activities and is open to eligible firms seeking to serve a municipal client in Alberta. All proposals must be submitted through the Canada Buys portal, and inquiries should be directed to Sherri Smith, Contracting Authority, at sherri.smith@innisfail.ca. The Town expects vendors to provide comprehensive portfolio oversight and to operate within the legal and ethical frameworks governing public funds in Canada, with a focus on long-term stability and responsible stewardship of taxpayer resources.

General Info

Town of Innisfail seeks investment advisor to manage portfolio safely, ensure liquidity, diversification, and returns.

Agency

Government of Canada → Town of Innisfail

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

Alberta, CAN

Set-Aside

NONE

Documents

(0)

No documents available

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Timeline

PhaseClosed

PostedJun 8

Solicitation

Response DeadlineJul 3

Deadline has passed

Submission Closed

07/03/2026, 05:00:00 PM UTC

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Organization & Contact Information

AgencyGovernment of Canada → Town of Innisfail

Contacts1 person available

OfficeN/A

Organization / Agency

Government of Canada → Town of Innisfail

Office AddressN/A

Contacts

Sherri SmithContracting Authority

contact@example.gov

Full 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.

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