AFOA Canada is seeking a consultant to conduct needs assessment (survey and interviews) and recommend options for development.

The objective of this contract is to conduct an activity review and needs assessment to understand the Trust and Wealth Management Strategy needs of AFOA Canada members and the organizations and communities they work in.

The project will include an activity review to understand what already exists, survey and interviews of members , experts and stakeholders to understand the need and desired topics, a report on findings and recommendations, and ongoing status update meetings.

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

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