Request for Proposals – Investment Advisor Services
We’re inviting qualified investment advisors to submit proposals to manage a $1–$2 million portfolio. Advisors must have experience with not-for-profits, a strong performance history, and align with ESG principles.
Key requirements:
✅ Minimum five years’ experience with not-for-profit portfolios
✅ Proven track record managing $1M–$2M portfolios
✅ Registered and in good standing with relevant regulatory bodies
✅ Robust reporting and communication practices
Deadline to submit proposals: July 25, 2025
Inquiries to be directed to: Michael.Duncan@cltb.ca
