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Trusts and Wealth Management Strategies Needs Assessment

Tender Information
Author ahnationtalk
Deadline March 26, 2025
Name AFOA Canada
Type RFP
Region ON
Email pouart-mcnabb@afoa.ca.
Sector Public Sector
Category Finance
Client AFOA Canada

Trusts and Wealth Management Strategies Needs Assessment

AFOA Canada is seeking a consultant to review our current process and create additional evaluation and impact measurement processes.

The objective of this contract is to conduct a review of AFOA Canada’s current evaluation and impact measurement processes and create additional processes that consider pilots, mentorship and other aspects of AFOA Canada’s educational programming (to be determined).

The project will include a preliminary review of current processes, the development of a pilot program and mentorship evaluation and impact measurement processes, and ongoing status update meetings.

RFP Closing Date: March 26, 2025, at 4 p.m. EST

Download the RFP

Inquires, interpretations and questions regarding the RFP are to be directed to Pamela Ouart-McNabb at pouart-mcnabb@afoa.ca.

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