Who we serve

Proudly Supporting Public Sector Clients Since 1983

Spanning five provinces and territories, we serve over 100 Canadian institutional accounts, consisting of approximately $4.0 billion in combined assets.* Our clients range from municipalities and school boards to foundations and insurance reciprocals. Our approach is collaborative, conservative, and client-first.

*As of May 2025

What we offer

Tailored Portfolio Strategy & Oversight

From crafting Investment Policy Statements to optimizing liquidity and aligning with legislative frameworks, we help institutional clients maintain discipline and clarity through every market cycle.

Our approach to institutional wealth management aligns with our four pillars of institutional investment management:

1. Preservation of Capital - Safety of principal is the primary objective
2. Risk Mitigation - Ensuring sufficient diversification among assets
3. Return on Investment - Maximizing rate of return subject to constraints
4. Liquidity Needs - Structuring portfolios for optimal liquidity

Board & Council Support

We Speak Councils' Language

We go beyond portfolio management, helping finance administrators communicate strategy with clarity and confidence. Whether you need presentation support or assistance at a board meeting, we are there to help.

"The presentations helped us explain complex financial decisions to council with confidence and clarity."

- Director of Corporate Services, Canadian Municipality

Financial education

Empowering Clients by Investing in Knowledge

We are dedicated to helping clients and their employees understand the investment process, from start to finish. We host many conferences that focus on improving the overall knowledge level of our clients. These events include world renowned keynote speakers, investment strategy sessions, trade floor tours, and an opportunity to network with top executives and industry peers.

What our clients are saying

"The team is consistently able to find financial instruments that meet our operational and cash flow needs while returning high yields. On top of that, the team provides an unparalleled level of service with quick response times and thorough explanations of investment strategies and instruments prior to investment transactions taking place. I highly recommend the Hobson Chahal Advisory group to any municipality in the market for portfolio management services."

- Financial Planning and Treasury Officer, Municipality

"They helped us time our shift from cash to long-term investments perfectly."

- Finance Manager, Western Canadian Municipality

"They have consistently assisted us in achieving our goals while working within our investment policy."

- Investment Committee, Insurance Reciprocal

start building your investment strategy with us today

Schedule a consultation to discuss your portfolio needs

Contact us at hobsonchahal@cibc.ca