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Financial Services

The financial services industry is facing change on an extraordinary scale. As the industry moves forward, financial services organizations must seek ways to improve profitability, while at the same time balancing the demands of regulatory change. Our multidisciplinary approach and comprehensive and innovative solutions can keep you ahead of the trends.

Our Financial Services team is comprised of over 500 practitioners who have experience in the banking, securities, insurance and investment management sectors. You can be confident that Deloitte has the right connections and experience to find the right solutions that will work for you and your organization.  

Hot topics

  • Mobile financial services - Raising the bar on customer engagement
    The increasing ubiquity of mobile technologies suggests opportunities for financial services companies to cultivate deeper customer engagement and boost brand loyalty.
  • Social impact bonds: Investor insights
    Impact investing has spread quickly around the world. What do Canadian investors think? The MaRS Centre for Impact Investing and Deloitte have found out.
  • Making change
    Creating the financial institution of the future
  • Understanding CRM II
    CRM II has arrived. Starting in 2014, amendments made to the CSA’s National Instrument (NI) 31-103 (the legislation enacting CRM initiatives) with respect to cost disclosures, performance reporting and client statementswill begin coming into effect.
  • 2014 Financial Services Industry Outlooks
    It’s 2014. Is it the best of times? Is it the worst of times? Or is it both for the financial services industry?
  • Who said banks can’t social?
    Become a social bank, inside and out" to see how banks and customers can both profit from shared social value.
  • Optimizing the retail bank supply chain
    How retail banks can learn from the consumer business industry to lower cost, reduce inventory, and boost productivity.

Related links

Office of the Superintendent of Financial Institutions

Federal regulatory body

Investment Funds Institute of Canada

Mutual fund industry association

Investment Dealers Association of Canada

Securities industry trade association

Contact our leader

Featured content

  • Directors’ Alert 2013: Lead or be led
    This publication offers insights from governance specialists and is intended to help directors identify issues of importance to their organizations.
  • 2013 banking outlook: Moving forward in the age of re-regulation
    This document explores four major themes: industrial operations, asset protection, delivery transformation and return on capital.
  • Third Global IFRS Banking Survey
    Contributions and insights from 70 of the world’s major banking groups and global systemically important financial institutions (G-SIFIs).
  • Growth opportunities for financial services in emerging markets
    A series of articles by the Deloitte Center for Financial Services on how to assess the opportunities, challenges and risks presented by emerging markets.
  • Elements for success
    Deloitte's survey of over 120 executives shows that overall success in financial services can only be achieved through cost, innovation, ROI and customer satisfaction improvements…to name just a few.
  • Financial services and information security
    Deloitte’s eighth survey of financial services leaders on information security practices.
  • The 2012 essential tax and wealth planning guide
    Potential legislative changes such as rising tax rates and the long-term impact these will have on wealthy individuals and estates.
  • Top Ten Issues for Insurance M&A in 2012
    Regulatory, tax, and accounting reform as well as uncertainty over the U.S. and global economies are some of the issues likely to remain unresolved in the coming year.
  • Meeting Changing Customer Expectations in Life Insurance
    Rising customer expectations and greater pressure on operating margins are pushing life insurance companies to leverage information management and analytics to better understand operating costs and customer requirements.
  • The Voice of the Life Insurance Consumer
    Online surveys of life insurance policy holders and those without, on the whys and why nots of life insurance coverage.

Learn more

IT business balance survey 2011
Challenges faced by today's CIOs

Banking and Securities Outlook 2011
Regulatory pressures and new considerations

2010 Financial Services Global Security Study
The faceless threat

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