Need an Investment Plan?

On June 7, 2007, Treasury Board Ministers of the federal government of Canada approved the Policy on Investment Planning. This policy represents a significant change in how the Canadian government carries out investment planning. As a result, the Government of Canada is adopting a four-year phased approach to implementation. By April 1, 2011, all Canadian federal departments are required to comply with the new policy.

High-level changes introduced through the new policy are now explicit requirements to:

• Create an effective regime for planning, decision-making and governance of asset investment
• Align investment planning fully with the highest priorities of and greatest risks to the organization 
• Incorporate a departmental, portfolio, horizontal and government-wide perspective 
• Demonstrate strong capacity to achieve value for money and sound stewardship through identifying, planning and managing investments well  
• Incorporate a perspective that fully considers options involving the accessing of assets through a variety of means, not just ownership 
• Ensure the ongoing measurement of investment performance
• Submit an investment plan to Treasury Board every three years

Goss Gilroy Inc. has undertaken assignments with virtually every major custodian entity of the federal government and has extensive experience in preparing long-term capital plans under the previous policy. Now the firm brings to your public sector organization the necessary wisdom, expertise and analytical capacity in order to meet these new requirements and submit high quality investment plans to the Treasury Board for approval. 

More specifically, the firm and its strong network of senior associates bring to your department:

• Strong awareness of best practices in investment management  
• Relevant expertise in articulating and creating the deliverables processes, strategies and governance of effective investment planning
• Demonstrated ability in understanding the asset categories found in public institutions 
• Capacity to prepare highly effective presentations and documentation relating to investment planning
• Capacity to support change management through a variety of means, including through developing and implementing communication, facilitation, and training strategies