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.
With NAFTA's renegotiations are underway, middle market business owners ask themselves what the impact will be to their business.
New research report proposes methodologies to assist actuaries in developing recommendations for pricing and underwriting.
As a sponsor to the NetDiligence 2017 cyber claims study, RSM US is pleased to share the results of the study.
In order to avoid common errors related to commercial property insurance, it is crucial to address these key areas.
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HOW CAN WE HELP YOU?
Contact us by phone +1.855.420.8473 or submit your questions, comments or proposal requests
We proudly sponsor and participate in events that provide innovative ideas and opportunities for you to improve and grow your business.
Once again, we are proud to sponsor the 2018 OTLA Fall Conference, taking place at the Metro Toronto Convention Center on October 19.
Stan Zinman will be speaking on the U.S. tax reform’s impacts on Canadian businesses which conduct business or invest in the United States.
This year, Jean-Charles Plante will be speaking at the 2018 ACFRE Fraud Conference Canada about modern insider cyberattacks.
James Knight, director, transaction advisory, will be speaking on a panel on November 7, highlighting how to build the best exit team.