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Financial Services

Our Financial Services industry specialists provide comprehensive, integrated solutions to the banking and capital markets, insurance, investment management, and real estate sectors. Our breadth of businesses and industry knowledge allows us to understand each client’s unique business needs.

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Article

Running out of time

An urgent call to fortify Canada’s private retirement pillars

Article

2024 financial services industry outlooks

Our financial services industry outlooks contain an analysis of what to expect this year—and the implications for the years to come.

Article

Future of real estate: Shift to phygital

The foundations of Canada's commercial real estate are shifting. Technology, innovation, and decarbonization are just a few of the disrupters transforming the industry blueprints.

Article

Preparing for enhanced regulatory reporting expectations:

A strategic imperative

As compliance with evolving regulatory reporting requirements continues to grow in complexity, Canadian financial institutions must act to redefine their current reporting strategies to stay ahead of the game.

Article

Canada’s move toward supervising payment service providers

Be ahead of the curve

Whether it's tapping a card, scanning a QR code on a phone, or seamlessly transferring money, Canada’s payment scene has never been easier to access.

Article

Open banking in Canada:

Improving awareness, transparency, and trust

Unlocking the potential benefits requires a targeted, consumer-centric framework that fosters trust and paves the way for widespread adoption so all Canadians can benefit.

Article

The insurance industry’s path to ESG impact

Many Canadian insurers are not just disclosing, but also actively undertaking new efforts related to environmental, social, and governance (ESG) factors.

Article

Pushing through undercurrents

Sectoral and regional forces influencing technology-driven systemic risk, and resulting mitigation opportunities

A report from World Economic Forum and Deloitte

Article

Generative AI

This changes everything

With its ability to learn and generate new data, generative AI can help businesses streamline operations and improve efficiency, reducing costs and freeing up resources to focus on core business activities.

Article

Personalized portals

Modernizing the advisor experience

Financial service clients want more than just investment performance. They want quality interactions with advisors, helpful advice on how best to proceed with life events, and relevant guidance on achieving their specific goals. The key to success? Personalized experience.

Article

The gig economy is here to stay

Are you tapping into the benefits of the alternative workforce?

The gig economy is one of the fastest growing segments of the Canadian labour market. Did you know that alternative models of work are used by almost one in three Canadian workers?

Article

The future of sustainable real estate is smart

How to convert decarbonization and net-zero challenges into new and profitable opportunities

Climate change is a critical issue for the real estate sector, which contributes nearly 40% of global carbon emissions.

Article

The future of financial Crowns

Changes in an evolving landscape

The pandemic has placed pressure on financial Crowns—Crown corporations dedicated to financial services—to play a more integral role in shaping the Canadian financial services industry.

The pandemic has placed pressure on Financial Crowns to play an integral role in shaping the Canadian financial services industry.

Article

2023 industry outlook reports

Our financial services industry outlooks contain an analysis of what to expect this year—and the implications for the years to come.

Article

The “Spotifying” of wealth advice

High-net-worth clients are used to the traditional wealth management model of customer engagement and advice, and it works well for them. Advisors focus on their needs and build relationships to best serve them.

Article

Confronting the growing retirement gap:

The financial services industry’s role in securing Canadians’ futures

How have attitudes and behaviours toward retirement and long-term savings been affected by the COVID-19 pandemic?

Article

Next on the horizon: direct indexing

The next product to meet evolving investor expectations

Article

The era of Open Banking

Impacts on business models

Open banking has the potential to reshape the future of the financial services industry. However, realizing its full potential will require prudent thinking on its design, applications, and implications.

Article

The future of small business insurance

Insights on the needs and wants of Canadian small business owners

Canadian small business owners faced tremendous disruptions to their core business operations as the pandemic wreaked havoc on supply chains...

Article

Redefining insurance pricing in the digital transformation age

Digital transformation is on the rise in the insurance sector, with property and casualty (P&C) insurers, regulators, and other market participants across Canada prioritizing their investments in becoming digital.

Article

Optimizing the wealth consumer engagement journey

In this series, we will explore how wealth managers can improve client experiences and develop lasting relationships

Our bold vision for wealth management focuses on modernizing and digitally transforming the end-to-end value chain to drastically improve performance, scale, and the ability to serve clients more effectively.

Article

Anti-money laundering and terrorist financing in Canada

Money laundering and terrorist financing remains a trillion-dollar global challenge. While the financial services industry persists and adapts, Canada is far from secure today, and is vulnerable to the increasingly sophisticated methods used by financial criminals.

Article

The future of value transfer

Empowering financial services

Article

Beneath the Surface: Technology-driven systemic risks and the continued need for innovation

A report by the World Economic Forum and Deloitte

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Banking & Capital Markets

Deloitte’s Banking & Capital Markets specialists helps organizations develop and implement strategies that address regulatory reform, technological complexity, competitive dynamics, and market moves.

Insurance

Deloitte’s Insurance group brings actuarial, risk, operations, technology, tax, and audit experience together with deep industry knowledge to provide a breadth of services to life, property and casualty, workers compensation, reinsurers, and insurance broker clients.

Real Estate

Deloitte’s Real Estate industry group are recognized for bringing together teams with diverse experience and knowledge. We provide customized solutions for clients across the real estate ecosystem.

Investment Management

Whether you’re in the private equity, hedge fund, or mutual fund sector, Deloitte’s Investment Management team can help you rise to the challenges and capitalize on the opportunities you encounter. We offer specialized knowledge and fresh insights into the wide range of issues the industry faces.

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Solutions

Actuarial, Rewards and Analytics

The Actuarial, Rewards & Analytics (ARA) practice is a multi-disciplinary group providing comprehensive actuarial, risk management, and advanced analytics services for life and P&C insurance companies, reinsurance companies, pension plans, captives, and other organizations.

Financial Services

Rob Galaski

Vice Chair & Industry Managing Partner, FSI

rgalaski@deloitte.ca

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