Finance and Insurance

The finance and insurance industry is rapidly evolving. Staying on top of increasing competition, rigorous regulatory requirements, the pace of technology and the changing needs of customers, investors and employees can be a challenge.  As a leader you are constantly juggling change, leading teams to implement strategic priorities while, at the same time, meeting the demands of the business and its stakeholders.  

Whether you are a bank, credit union, insurance company, investment fund, fund manager, retailer or association offering financial services, our finance and insurance industry team has the capabilities and experience to help you stay ahead of the curve. 

Our approach begins with understanding your organization and key objectives.  Only when we understand your objectives can we put together an integrated team to help you drive your company forward. Our team of industry leaders, audit, tax and consulting professionals, both locally and globally, make thinking about your business a part of ours. 

Whether discussing various investment vehicles, operating methods, technology or the latest regulatory change, our team can assist you in identifying potential risks and their implications.

As a first choice business advisor to many finance and insurance organizations, we provide consulting insights related to reinsurance strategies, benchmarking, affinity program strategies, design and pricing, capital management, peer reviews, stochastic modeling, solvency strategies and management.  We understand the relationship between regulatory structuring and tax structuring and the inherent tax compliance challenges this environment brings.


RSM sponsored NetDiligence 2017 cyber claims study published

As a sponsor to the NetDiligence 2017 cyber claims study, RSM US is pleased to share the results of the study.

  • December 04, 2017
The over/under on property insurance


The over/under on property insurance

In order to avoid common errors related to commercial property insurance, it is crucial to address these key areas.

  • Timothy Zimmerman
  • |
  • July 27, 2016
Joel Cohen

National Consulting Leader

Subscribe to our newsletters



Contact us by phone +1.855.420.8473 or submit your questions, comments or proposal requests

Related Resources



In-Person Events

We proudly sponsor and participate in events that provide innovative ideas and opportunities for you to improve and grow your business.


Understanding NAFTA & the global middle market

With NAFTA's renegotiations are underway, middle market business owners ask themselves what the impact will be to their business.

  • February 21, 2018


FinTech and innovating financial services

RSM Canada is a proud sponsor of ACG's breakfast seminar, discussing how FinTech may innovate the financial services industry

  • February 22, 2018


NetDiligence Cyber Risk Summit

Join us at this education conference, featuring panel discussions on some of the cyber industry's hottest topics.

  • February 23, 2018


CPA Not-for-profit executive forum 2018

RSM Canada partner Joel Cohen will be speaking on insurance trends and how to protect your not-for-profit organization.

  • February 26, 2018