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.

Understanding NAFTA & the global middle market


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.

  • Joe Brusuelas
  • |
  • February 27, 2018
Incorporating flood/catastrophe models into pricing and underwriting


Incorporating flood/catastrophe models into pricing and underwriting

New research report proposes methodologies to assist actuaries in developing recommendations for pricing and underwriting.

  • Stanley Caravaggio, Jim Christie
  • |
  • August 07, 2018


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.

  • December 04, 2017
The over/under on property insurance


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.

  • Timothy Zimmerman
  • |
  • July 27, 2016
Joel Cohen

National Consulting Leader

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Related Resources



In-Person Events

We proudly sponsor and participate in events that provide innovative ideas and opportunities for you to improve and grow your business.


2018 OTLA Fall Conference

Once again, we are proud to sponsor the 2018 OTLA Fall Conference, taking place at the Metro Toronto Convention Center on October 19.

  • October 19, 2018


2018 Ontario tax conference and live webcast

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.

  • October 22, 2018


2018 ACFE Fraud Conference

This year, Jean-Charles Plante will be speaking at the 2018 ACFRE Fraud Conference Canada about modern insider cyberattacks.

  • October 28, 2018


Business Transitions Forum Vancouver 2018

James Knight, director, transaction advisory, will be speaking on a panel on November 7, highlighting how to build the best exit team.

  • November 07, 2018