Independent Investment Advisory Opinion — Reserve Funds

Description: The Village of Haines Junction invites qualified, independent financial professionals to submit an Expression of Interest for a one-time written independent advisory opinion about investing the Village's reserve funds, together with a single presentation of the findings to Council. The engagement is limited to advisory work rather than ongoing portfolio management, discretionary authority, or a retainer relationship, and the opinion will compare Municipal Finance Authority pooled funds with other permitted investments and consider liquidity horizons, risk, and the draft Investment Policy. Respondents must provide qualifications and comparable experience, personnel credentials, their proposed approach, a fixed or not-to-exceed fee, and availability; the posting classifies the opportunity as a financial-services EOI, not a grant program.