Area of Focus
Private client services
Office Location
Toronto, Ontario

Michael Allen

Partner, Canadian Leader of Private Client Services
Area of Focus
Private client services
Office Location
Toronto, Ontario

About Michael

Michael Allen is the Canadian leader of private client services for RSM Canada LLP. He leads a team of tax and accounting professionals working exclusively with owner-managed businesses, high net worth business owners and family offices to provide an expanded service offering and seamless experience to Canadian as well as U.S.- and international-based clients. Michael is based in the firm’s Toronto office.


Experience

Michael has more than 30 years of public accounting experience advising entrepreneurial-based, transaction-oriented private company owners in developing customized solutions to protect their wealth, minimize income taxes and produce objective-based external financial reporting. He provides high-touch integrated financial services to Canadian business owners who have accumulated wealth from the sale of their business or are operating private owner-managed businesses.

Michael serves as the touchpoint for the holistic picture of his clients’ financial lives. He leverages his connections within RSM’s deep network of experience to introduce specialty resources where needed. Michael has a proven track record of identifying opportunities and solving problems for clients. He understands clients’ financial objectives on both a personal and business level, and he can facilitate holistic relationships to formulate a tailored service solution.

Michael is invested in the firm’s network to support and advance women at the firm. He serves as the partner liaison in the Toronto office of STAR, RSM’s employee network group that helps high-performing women achieve career success.


Professional affiliations and designations

  • Chartered professional accountant
  • Association for Corporate Growth, Toronto Chapter, board member

Education

  • Bachelor of Business Administration, York University