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

The Town of Innisfail is inviting proposals from qualified investment advisors or financial institutions to manage its investment portfolio. The successful candidate will be responsible for overseeing the Town’s available funds in accordance with its Investment Policy, relevant legislation, and sound investment principles. The primary goals are to ensure the safety of principal, maintain liquidity, achieve proper diversification, and secure a suitable rate of return. This solicitation was posted on June 8, 2026, and proposals must be submitted by July 3, 2026. The contract is issued by the Town of Innisfail under the Government of Canada framework, with the place of performance located in Alberta. Interested parties can direct inquiries to the designated contracting authority, Sherri Smith. This opportunity seeks to establish a professional relationship that supports prudent and effective management of the Town’s financial assets.