Michael Allen is RSM Canada’s Private Client Services leader. He is based out of the firm’s Toronto, Ontario office.
Michael Allen is RSM Canada’s Private Client Services leader. He is based out of the firm’s Toronto, Ontario office.
As a private client service practitioner, I lead teams of tax and accounting professionals who work exclusively with owner-managed businesses and family offices to provide an integrated service offering to domestic clients who not only operate in Canada but in the U.S. and internationally. These types of clients recognize their need to have that one professional person who knows what is happening in their financial life. My PCS teams have the breadth and depth of both technical and business knowledge that matches our clients’ needs, thereby allowing our clients to benefit from insightful solutions in real time. RSM’s main focus is on understanding our clients’ financial objectives at both a personal and business level, and from that knowledge a tailored service solution is formed. At the end of the day, we focus on preserving our client’s capital through the Power of Being Understood.
Michael has more than 30 years of public accounting experience advising entrepreneurial-based, transaction-oriented private company owner’s in developing bespoke solutions to protect their wealth, minimize income taxes and produce objective based external financial reporting.