Investment Management Services

Agency: Government of Alberta
State: Alberta
Type of Government: State & Local
NAICS Category:
  • 523930 - Investment Advice
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Sep 15, 2025
Due Date: Oct 13, 2025
Solicitation No: AB-2025-06003
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Description

Open & Competitive Opportunity • Request for Proposal
Open
Town of Drayton Valley
The Town of Drayton Valley is requesting proposals from Financial Institutions that are interested in
providing the Town of Drayton Valley with Investment Management Services. The Town of Drayton
Valley is committed to providing its citizens with quality customer service, and we expect this same
quality of service from our financial institution. The administrative requirements, terms and conditions
stated in this Request for Proposal are as envisioned by the Town of Drayton Valley at the time of
writing, but these may change or be refined in the course of the evaluation and negotiation process.
The Town of Drayton Valley has undertaken this Request for Proposal with the intention to enter into
an agreement with one of the proponents. This Request for Proposal does not constitute an offer, and
the Town of Drayton Valley will not have any liability or obligation to anyone in connection with this
Request for Proposal unless an agreement is approved by Town Council and executed and delivered in
writing.
The Town of Drayton Valley may, among the submissions received, deal or negotiate with any party as
the Town of Drayton Valley sees fit, and with more than one such party concurrently. In no event will
the Town of Drayton Valley be required to offer any modified terms to any other party. The Town of
Drayton Valley shall incur no liability to any person as a result of such negotiations or modifications.
APC Reference # AB-2025-06003
Category Services
Posting Date • Time Sep 15, 2025 • 1:21 pm (MT)
Closing Date • Time Oct 13, 2025 • 2:00:00 pm (MT)
Region(s) of Delivery Alberta, Collingwood Cove, Drayton Valley
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See Also

Basic Information APC Reference # AB-2026-06601 Internal Reference # 024305 Title RFP FOR

Government of Alberta

Due by 10/15/2026

Basic Information APC Reference # AB-2026-06455 Internal Reference # BCF-09-26-1 Title Passive Investment

Government of Alberta

Due by 10/09/2026

Basic Information APC Reference # AB-2026-06176 Internal Reference # RFP-1142 Title Investment Advisory

Government of Alberta

Due by 10/09/2026

Basic Information APC Reference # AB-2026-06400 Internal Reference # 2633JC Title RFP 2633JC

Government of Alberta

Due by 10/30/2026

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