Investment and Budget Planning

Investment and Budget Planning for the future is essential to the not-for-profit organization. Investment plans developed and implemented by CF&M range from:

  • Providing retirement and health care for aging constituency, including social security participation planning
  • Building endowment funds for formation and education, and compliance with UPMIFA
  • Funding of depreciation and future growth initiatives

Budgeting and monitoring operations are also vital management skills. In addition to assisting with budgetary planning and implementation of budget systems, we help develop investment advisory committees to monitor performance and communicate with the Board of Directors or Provincial Council.