Town Reviews Investment Portfolio with CIBC Wood Gundy
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Description
The Town of Mono received an investment performance report from CIBC Wood Gundy’s MacKay Financial Group for its managed portfolio for the year ending December 2025, confirming ongoing investment management services. The report detailed portfolio returns, asset composition, and major transactions including principal protected notes.
Contract Details
Vendor
CIBC WOOD GUNDY
Agency
Town of Mono, Canada
Contract Type
FINANCIAL_SERVICES
Document Date
March 24, 2026
Renewal Info
Ongoing discretionary investment management relationship; no explicit renewal date stated in the agenda materials.
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Town of Mono Council Meeting Agenda Packet 2026-06-23
Town of Mono Council Meeting Minutes 2026-05-12
Town of Mono Council Meeting Minutes April 28 2026
Town of Mono Council Meeting Minutes April 28 2026
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