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Financial Services
The financial services 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 financial services 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 financial services firms, 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.
INSIGHT ARTICLE
IFRS 17 Insurance Contracts: Strategic and operational impacts
Management should be prepared that IFRS 17 is not only an operational and compliance issue - it may also impact insurance business strategy.
INSIGHT ARTICLE
IFRS 17 Insurance Contracts: Exposure draft of proposed changes
Insurance companies will receive a 90-day comment period when the IFRS 17 exposure draft is published in June this year.
AUDIOCAST
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.
WHITE PAPER
Incorporating flood/catastrophe models into pricing and underwriting
New research report proposes methodologies to assist actuaries in developing recommendations for pricing and underwriting.
WHITE PAPER
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.
ARTICLE
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.
ARTICLE
Prepare now for upcoming changes to IFRS compliance
Plan now to get ahead on compliance – there are three major changes coming to financial statements prepared in accordance with IFRS.
Mike Zenteno
National Financial Services Industry Leader
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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
Related Resources
Events
IN-PERSON EVENT
In-Person Events
We proudly sponsor and participate in events that provide innovative ideas and opportunities for you to improve and grow your business.
LIVE WEBCAST
RSM US presents: 2019 year-end close best practices in NetSuite
Hosted by RSM US, this annual NetSuite year-end webcast focuses on year-end processing and includes a Q&A session happening on December 10.
IN-PERSON EVENT
Fall Education Series: Tax Talk 2019
Please join our Calgary office for two interesting breakfast seminars in December highlighting tax updates and financial reporting updates.
IN-PERSON EVENT
CPA's Not-for-profit forum 2020
Ryan Duquette, partner, will be speaking at CPA Canada’s 2020 not-for-profit forum from February 10 – 11, 2020.