Financial Advisory

You make financial business decisions every day based on varying degrees of information.  Some decisions demand additional information that does not exist within your purview.   Our team of financial advisory experts can help you quantify financial loss for settlement negotiations, develop restructuring strategies, conduct economic impact analysis and utilize actuarial methodologies. Gaining an informed point of view to your business decisions empowers you with the information needed to move forward with confidence.

Our services include:

Related Insights


The RDSP: Everything you need to know for 2018

The Registered Disability Savings Plan helps Canadians with disabilities effectively plan for their long-term financial future.

  • October 12, 2018


Business valuations during COVID 19: Timing is everything

Understand how COVID-19 can impact a business’s value, based on the valuation date and the current stage of the pandemic.

  • January 18, 2021


How to align stakeholder interests in a financial restructuring

Learn why too much debt or the wrong capital structure can break alignment, and understand the risks associated with this.

  • January 18, 2021


Preparing a business case for a financial restructuring

Understand the key information you’ll need to prepare and provide to demonstrate you have too much debt and the wrong capital structure.

  • January 18, 2021


Alternatives to financial restructuring

Learn why more fundamental business challenges may require different restructuring solutions beyond financial restructuring.

  • January 18, 2021


What to try before you pursue a financial restructuring

Stakeholders will expect you to have considered intermediate steps before pursuing a restructuring. Know the key options to consider.

  • January 18, 2021


Why a consensual process is vital in a financial restructuring

Stakeholders will all have a part to play in the final agreement. Understand why keeping them involved in a consensual process is vital.

  • January 18, 2021


Should collateral benefits be deducted gross or net of income tax?

Whether collateral benefits are deducted gross or net of income tax has yet to be resolved, so what can we learn from the Farrugia decision?

  • August 03, 2020


Treatment of lump-sum collateral benefits in determining IRB benefits

Understand which portions of lump-sum awards of collateral benefits are deductible from IRB benefits when an overpayment arises as a result.

  • July 30, 2020


Considering COVID-19 CERB benefits when determining IRB entitlements

How should the COVID-19-related Canada Emergency Response Benefit be treated in determining income replacement benefit entitlements?

  • July 14, 2020

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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.


RSM Content Creator Summit

Learn more about what streamers or e sports athletes need to know about how to monetize content and importance of financial knowledge?


Tax innovation webcast series 2021

Join RSM for this webcast as we cover technology that makes compliance at all levels more efficient for partnerships and corporations.

  • July 13, 2021