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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.

ARTICLE

COVID-19 uncertainties and expected credit losses

The current economic environment presents financial institutions with challenges to estimating credit losses on their loan portfolios.

  • Newton DeNiese, Vince Cigna
  • |
  • September 14, 2020

INSIGHT ARTICLE

Industry outlook: Insurance

Insurance companies are accelerating digital transformation in three areas to respond to the needs of their customers and shareholders.

RSM Journeys: Inside the Eminence Program

CAREERS

RSM Journeys: Inside the Eminence Program

The Industry Eminence Program provides insight into economics & trends affecting the industries RSM serves. Read a senior analyst’s journey.

Canada mutual funds post record redemptions as COVID-19 worries grow

INSIGHT ARTICLE

Canada mutual funds post record redemptions as COVID-19 worries grow

Investor worries amid the coronavirus pandemic sent Canadian mutual funds reeling in March in both assets and sales.

In search of information: E-discovery and cybersecurity litigation

ARTICLE

In search of information: E-discovery and cybersecurity litigation

In recent years, electronic discovery, or e-discovery, has grown in its application in the insurance litigation field.

IFRS 17 Insurance Contracts: Deferral to 2023

INSIGHT ARTICLE

IFRS 17 Insurance Contracts: Deferral to 2023

The effective date of IFRS 17 is deferred to Jan. 1, 2023 to allow for a smoother transition of the amended standard into legal systems.

  • Liam Neilson
  • |
  • March 19, 2020
RSM partner appointed to IFIC's Accounting Advisory working group

NEWS RELEASE

RSM partner appointed to IFIC's Accounting Advisory working group

Mike Zenteno, an audit partner with the firm, has been selected by The Investment Funds Institute of Canada to serve on the organization’s Accounting Advisory working group.

  • September 12, 2019
RSM Canada expands leadership in key Canadian industries

NEWS RELEASE

RSM Canada expands leadership in key Canadian industries

RSM is excited to announce the appointment of several partners and senior leaders to the energy, technology, financial services and manufacturing industry groups.

  • September 10, 2019
IFRS 17 Insurance Contracts: Strategic and operational impacts

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.

  • Liam Neilson
  • |
  • August 22, 2019
IFRS 17 Insurance Contracts: Exposure draft of proposed changes

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.

  • Liam Neilson
  • |
  • June 12, 2019
Mike Zenteno

National Financial Services Industry Leader


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