Opportunity
CanadaBuys #RFSA 2025-4896
CDIC Financial, Treasury, and Investment Advisory Services – Supplier Qualification Pool
March 24, 2026
April 27, 2026
RFSA 2025-4896
541213, 523930, 541219
The Canada Deposit Insurance Corporation (CDIC), a federal Crown corporation, is seeking to establish a qualified pool of Canadian suppliers for financial advisory, treasury, and investment advisory services to support its mandate of deposit insurance and financial system stability. - Government Buyer: - Canada Deposit Insurance Corporation (CDIC) / Société d'assurance-dépôts du Canada (SADC) - Headquarters: 50 O'Connor Street, 17th Floor, Ottawa, ON - Additional office: 79 Wellington Street West, Suite 1200, Toronto, ON - Scope of Services (Four Streams): - Accounting and Advisory Services - Includes accounting policy preparation, financial reporting, planning, fraud risk assessment, transaction advisory, financial modeling, fraud awareness training, and business process modernization - Tax Advisory Services - Covers income and excise tax matters, legislative compliance, payroll taxes, tax analysis and reporting, and specialty tax advisory - Ex Ante Funding and Loss Absorbency - Strategic advice on funding frameworks, fund structure, adequacy assessments, governance, and emerging loss absorbency issues - Investments and Sources of Liquidity - Asset allocation, risk tolerance reviews, investment practice improvements, liquidity management, and crisis simulations - Procurement Details: - Three-year term, with possible option period - Services provided on an as-needed basis via task authorizations - No guaranteed volume or exclusivity - Only Canadian suppliers are eligible (Interim Policy on Reciprocal Procurement) - Governed by the Canadian Free Trade Agreement (CFTA) - Notable Requirements: - Emphasis on diversity, equity, and inclusion - Environmental sustainability considerations - Robust insurance and confidentiality standards - OEMs and Vendors: - No specific OEMs or vendors are named, as this is a professional services solicitation - Locations: - Main offices in Ottawa and Toronto, Ontario, for contract administration and potential service delivery
Description
The Canada Deposit Insurance Corporation (CDIC) is seeking to establish a qualified pool of suppliers to provide financial advisory services and treasury and investment advisory services. The services cover four streams: Accounting and Advisory Services, Tax Advisory Services, Ex Ante Funding and Loss Absorbency, and Investments and Sources of Liquidity. The contract term is three years, starting approximately May 1, 2026, and services will be provided on an as-needed basis. This procurement is limited to Canadian suppliers under the Interim Policy on Reciprocal Procurement.