When is the submission deadline?

Submissions are due October 14, 2026. Questions must be submitted by September 29, 2026.

It was issued by City Of Leduc. The work is located in Leduc, Alberta, Canada.

Who is a good fit for this opportunity?

Registered investment management firm with government or institutional portfolio experience. Expertise in long-term portfolio management and investment policy compliance. Strong record of principal preservation and sound investment advisory services. Capability to provide timely monthly reporting and investment activity updates. Licensed and geographically authorized to provide investment services in Alberta, Canada.

RFP HunterNever miss another opportunity you should have won.

Book a demo

See More RFPs

Investment Services

Book a demo

Overview

Financial, Legal, HR & Staffing

Leduc, Alberta, CanadaPosted: September 15, 2026Deadline: October 14, 2026

Settle Signals

Market intelligence for public sector sales teams

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

Learn more about Settle

SUMMARY

A government authority in Leduc seeks an investment services provider to manage its long-term portfolio, provide policy-compliant advice, preserve principal, and deliver monthly reporting under a five-year contract.

KEY REQUIREMENTS

Must have an established record and reputation for managing investments of a municipality of a similar size to the City of Leduc
Must have a clear understanding and strict accordance with the Municipal Government Act (MGA) regarding investments for municipalities
Investment Advisor personnel directly managing the portfolio must possess a current and valid Chartered Financial Analyst (CFA) designation
Must accept co-fiduciary responsibility for the City's account
Must have a bids&tenders Bidding System Vendor Account and be registered as a Plan Taker
Must provide a minimum of three references from customers who have contracted for similar services in the past 5 years
Must provide a detailed fee breakdown for each year of the 5-year contract term
Must provide proof of insurance including $2,000,000 General Liability, $1,000,000 Professional Errors and Omissions, and $2,000,000 Comprehensive Automobile liability
Must maintain a WCB account in good standing

CONTRACT DURATION

60 months

TIMELINE

Questions due by September 29th, 2026.

Proposals due by October 14th, 2026.

QUESTION DEADLINE

September 29, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

See Decision-Maker Contacts

Issuing Agency

City Of Leduc

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

A government authority in Leduc, Alberta is seeking a vendor to provide investment services for the active management of its long-term investment portfolio. The selected provider will deliver sound investment advice and portfolio management support in accordance with the authority’s investment policy.

The services will include advising on implementation of the investment policy while preserving principal, as well as providing monthly reports and updates on investment activity. The contract period will be five years. Vendors may submit questions until September 29, 2026, and proposals are due by October 14, 2026.

Similar RFPs

Frequently asked questions

When is the submission deadline?: Submissions are due October 14, 2026. Questions must be submitted by September 29, 2026.
Who issued this RFP?: It was issued by City Of Leduc. The work is located in Leduc, Alberta, Canada.
Who is a good fit for this opportunity?: Registered investment management firm with government or institutional portfolio experience
Expertise in long-term portfolio management and investment policy compliance
Strong record of principal preservation and sound investment advisory services
Capability to provide timely monthly reporting and investment activity updates
Licensed and geographically authorized to provide investment services in Alberta, Canada

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

See how Settle works