Financial Advisory Services and Treasury and Investment Advisory Services

BUYER INFORMATION:

• Issuing organization: Canada Deposit Insurance Corporation (CDIC).
• Contact details: Procurement Advisor - Judy Ann Hollander, Email: [email protected].
• Important dates:
  • Posted: December 17, 2025
  • Due: January 29, 2026, by 2:00 p.m. (Ottawa local time)
  • Performance period: Three years.

MANDATORY REQUIREMENTS:

• Required certifications/registrations: None explicitly mentioned.
• Mandatory qualifications: Proven experience in delivering financial advisory services, with qualifications in one or multiple service streams outlined.
• Set-aside requirements: Encouragement for proposals from diverse businesses, including those owned by Indigenous people and people with disabilities.
• Geographic restrictions or location requirements: None specified.

TECHNICAL REQUIREMENTS:

• Key technical capabilities needed: Strong expertise in accounting, tax, funding strategies, and investment advisory.
• Specific technologies, methodologies, or approaches required: Compliance with applicable Canadian trade agreements (CETA, Canada-UK TCA, CFTA).
• Deliverables and performance standards: Services to be provided as required; specific details in RFSA documentation. Financial advisory outcomes must aim to enhance organizational stability and deposit security.
• Evaluation criteria: Proposals will be evaluated based on experience, expertise, and service delivery capability as outlined in the RFSA documentation.

PREFERRED QUALIFICATIONS:

• Nice-to-have certifications or experience: Additional certifications in financial risk management or investment analysis.
• Preferred qualifications: Experience working with government or financial institutions would be advantageous.
• Additional evaluation factors that give competitive advantage: Demonstrated commitment to diversity, equity, and sustainability.

By aligning with the criteria listed, companies can better position themselves for successful submission to CDIC's RFSA for financial advisory services.