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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.
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.
Joel Cohen
National Consulting 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.
IN-PERSON EVENT
VCAA/CVCA conference and ski day 2019
RSM is proud to sponsor the VCAA/CVCA Conference and Ski Day 2019 in Lake Louise, Alberta this year. This is an invitation-only event.
IN-PERSON EVENT
CPA Financial Literacy Series – Financial Survival for Entrepreneurs
At CPA Canada’s Financial Literacy Series, Curtis Dorfman & Vivian He will be discussing how to financially survive as an entrepreneur.
IN-PERSON EVENT
Advancing Women in Agriculture Conference 2019
From March 11-12, RSM is proud to sponsor the Advancing Women in Agriculture Conference (AWC) taking place in Calgary, Alberta
LIVE WEBCAST
International Philanthropy and Canada
Join RSM Canada’s Stephen McCourt and Mark Blumberg, of Blumberg Segal LLP as they discuss international philanthropy and Canada.