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Financial Services Advisory

Bringing the broader perspective

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The large scope of the financial services industry requires an integrated approach to managing uncertainties and opportunities.

Our reputation is built on assembling multi-disciplinary teams from across Canada and around the world to deliver both national and global perspectives. Aligned to key industry groups – including wealth & asset management, banking & capital markets, and insurance – we provide integrated advisory, assurance, tax, and transaction services.

Our Advisory services for financial services organizations focus on the following: