skip to content
Contact
Click to open search Open mobile navigation menu Close mobile navigation menu
Home

Asset Management

Purpose-built capabilities to drive your business forward.

Gain insights from every perspective

The world of asset management is constantly changing. As new accounting, tax, and regulatory pronouncements unfold, investment companies must adapt to keep up with—and take advantage of—ever-evolving investment strategies.

Our approach to the market allows us to help investment fund organizations, advisors, and administrators anticipate challenges, comply with regulations, and ultimately stay ahead of the competition.

We apply a holistic approach, using our cross-functional industry knowledge to offer comprehensive, integrated solutions with proven results.

Related insights

Article
The cyber threat lights are flashing – but do trustees know how to prevent incid...
October 26, 2022
Learn how Trustees can proactively safeguard today’s modern form of currency, personal data, to protect their plan members in a Plans and Trusts featu...
Read More
Article
Envisioning large-scale cloud migrations for financial-services organizations
September 07, 2022
Digital transformation—specifically, app migration to benefit from the computing power of the cloud—is not a technological change. It’s a business tra...
Read More
Article
The evolving Pension Plan Accounting Standards in Canada
April 20, 2022
The AcSB proposed improvements to section 4600 for pension plans in Canada. Learn about the recent exposure draft and the changes affecting financial ...
Read More
Article
Five growth strategies to accelerate financial services beyond COVID-19
September 03, 2020
Discover how banks, credit unions, and insurance companies can boost their post-COVID operations.
Read More
Infographic
How can artificial intelligence help the financial services industry?
June 16, 2020
Seven key areas where AI-based strategies can help financial services organizations improve their business and position themselves for growth.
Read More
Article
Tax Alert - 2019 Federal Budget implications for the asset management sector
April 12, 2019
On March 19, Minister of Finance Bill Morneau presented the 2019 federal budget.
Read more
See all insights

Business stages for the asset management industry

Comply with the ever-increasing complexity of accounting, tax, and regulatory reporting requirements on an ongoing basis.

Comply with regulations

Maximize efficiency and performance of existing systems, processes, and people for greater financial growth.

Perform, assess & optimize

Guidance and advice that service the asset management industry

Accounting standards don't always stay in the background. Standards change, requiring your team to update both its reporting and systems—which puts pressure on their expertise and bandwidth. BDO’s Accounting Advisory professionals keep your finance team current on the reporting changes that impact your business. We identify these changes for the team and help them select their approach for this key transition.
Learn more

Our Tax teams advise clients on complex tax matters in Canada and abroad. Drawing on deep experience, we help clients meet regulatory obligations, reduce tax burdens, and navigate complex regulations around the world.  
Learn more

With a risk landscape that is constantly changing—from staying ahead of regulations to emerging crisis situations to financial risk—our advisors are committed to understanding your business, tailoring risk mitigation and management strategies when they matter the most.
Learn more

Contact us to discuss solutions for your business needs

Sam Khoury
Partner, Third Party Assurance
416-369-6030

LinkedIn
View bio

This site uses cookies to provide you with a more responsive and personalised service. By using this site you agree to our use of cookies. Please read our privacy statement for more information on the cookies we use and how to delete or block them.

Accept and close