FINANCIAL SERVICES

YCG provides strategic advisory, process optimization, and project management consulting services to financial institutions throughout Canada. We excel at identifying and improving critical internal processes and supporting financial personnel.

Having serviced many clients in the banking and investment management industries over the years, YCG understands the diverse and tailored financial solutions required by financial institutions in this time of rapid technology transformation and social, political and economic disruption.

We employ a multi-disciplinary approach that begins with strategically evaluating our clients' goals and current processes. We then work gradually toward developing clear and practical solutions. Our objective is to deliver clear and simple recommendations that enable our clients in the financial services sector to save time and money, improve operational efficiency, and produce stronger output.

WE PROVIDE ASSISTENCE IN THE FOLLOWING AREAS TO OUR CLIENTS IN THE FINANCIAL SERVICES INDUSTRY
  • Growth Strategy
  • Financial Modelling
  • Break-­‐Even Analysis
  • Wealth Management
  • Risk Management and Credit Risk Governance
  • Corporate Finance and Transaction Advisory Services
  • Organizational Effectiveness
  • Operational Excellence
  • Regulatory Compliance