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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.

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
Understanding NAFTA & the global middle market

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.

Incorporating flood/catastrophe models into pricing and underwriting

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.

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

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.

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

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.

  • Timothy Zimmerman
  • |
  • July 27, 2016
Prepare now for upcoming changes to IFRS compliance

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.

  • Craig Cross
  • |
  • November 17, 2017
Mike Zenteno

National Financial Services Industry Leader


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Contact us by phone +1.855.420.8473 or submit your questions, comments or proposal requests


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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.

  • December 10, 2019

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. 

  • December 10, 2019

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.

  • February 10, 2020