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Investment Management

Our National Asset Management practice is committed to being the premier service provider to the investment management industry in Canada. We are actively involved in industry issues and have developed the network, depth of resources and experience that enable us to help our clients achieve their business goals.

Our cross-functional industry group provides financial and management counsel to the industry. The National Asset Management Group is made up of more than 150 professionals. Our industry professionals provide audit, accounting, tax, performance examination, regulatory and management consulting services. Our clients are investment advisors and administrators from the wealth management businesses of all types of financial institutions, including asset managers, broker/dealers, banks, insurance companies, mutual funds, closed-end and exchange traded funds, investment partnerships/hedge funds, alternative products and other institutional money managers.

Our range of services to the investment management industry in Canada includes:

  • External and internal audit services
  • IFRS conversion and accounting advisory services
  • Strategy and cost control advisory services
  • Operational and systems expertise
  • Tax advisory and structuring services
  • Compliance and regulatory advisory services
  • Performance management services
  • Alternative investments
  • Risk management advisory services
  • Back office optimization and reconciliation services

As the largest Canadian professional services firm, we have the depth and breadth within our National Asset Management practice to deliver best practices to our clients on industry matters. Deloitte is particularly proud to work with the leaders of the Canadian Asset Management Industry including some of the largest Canadian retail and institutional fund managers.

Featured insights

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