Reimagining your asset and wealth management audit and tax experience

Connected. Intelligent. Insightful.

Unlocking insights to power you forward

We’ve continually invested in creating specialized tools and capabilities for the asset and wealth management (AWM) industry to provide connected, intelligent and insightful audit and tax solutions. To prepare for your tomorrow, we’ve made significant investments in upskilling our people and transformed how we work with you, bringing a digital mindset to increase quality, deliver our audits faster with reduced burden on your teams and provide a deeper understanding of your business.

From driving efficiencies to unlocking insights, our people and technology help you to see more, do more and achieve more.

 

Unlocking insights to power you forward

We’re supercharging our traditional expertise with new skill sets required to bring fresh perspectives and reimagine the client experience.

Tap into our bench strength

As industry leaders with approximately 60% of the Canadian AWM audit market, we have an unparalleled depth of understanding of your business and the challenges you face. Our global PwC network works with the largest asset managers and has more than 20,000 people dedicated to your industry—that’s more people, in more countries, than any other firm. We’ve paired the deep AWM experience of our core tax and audit teams with new and emerging skills and technologies to bring fresh insights to help you succeed in today’s data-driven world.

 

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How we work with you

What you expect from us as a trusted adviser has changed significantly and we have responded proactively by upskilling our people with new capabilities to drive value beyond the audit. In addition to our core team with strong audit and tax skills, we can tap into our network of specialists (with experience in areas like digital transformation, back-office outsourcing, third-party oversight) to help you solve any business challenge you may have.

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Bringing data to life

Building trust in society and solving important problems drives everything we do—especially the audit. Our AWM team will help you transform your audit and your business by gathering data, transforming it through technology and activating it with the power of people. We’ll help you surface insights important for your business and bring them to life through data visualizations.

Hooking up the pipes

A good audit starts with good data. We save you time and reduce business disruptions with seamless and flexible data capture. This helps free up your people from doing the manual work to focus on solving more sophisticated business problems.

We work with the major Canadian service providers to be able to directly extract and aggregate data in the right format from different platforms so that they can feed into our audit and tax processes. Our Connect platform provides secure, real-time information sharing at every stage of the audit and measures its progress on a dashboard you can view. We’ve also adopted tools that are more agile and flexible to connect and aggregate data from different platform sources.

Smarter risk assessment

Automation is already making audits faster, smarter and driving better insights and client experiences. For example, instead of sample-testing, process automation can analyze all transactions and data points quicker than ever before. Through AI, any problems are remembered by the machine, which then learns and applies the learning to the next data set.

Halo for Funds is revolutionizing audits by harnessing the power of data. Our data auditing suite lets us analyze your data to better spot anomalies and areas of potential risk.

Technology powered by people

We're combining human intuition with technology to bring automation built just for your audit. Our teams are digitally enabled and empowered to create tailored innovations and automated workflows. These custom innovations, along with deep sector experience and audit acumen, make for an audit more tailored to your business.

Aura is our global software platform that provides quality and consistency throughout the audit.

We’re doing things differently to make you better

Our team is best positioned to advise you on how to work differently because we’re transforming ourselves. Our audit transformation is powered by big investments in people and technology through our New world. New skills. initiative. PwC Canada has committed CA$150 million over the next three years to upskill all staff—from associates to partners—to be future ready and to share their knowledge to support clients and communities. 

We’re now digital problem solvers for your audit, always looking for ways to combine innovation with the integrity, independence and critical thinking you expect.

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Chris Pitts

Partner, Asset Management Leader, PwC Canada

Tel: +1 416 947 8964

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Contact us

Chris Pitts

Partner, Asset Management Leader, PwC Canada

Tel: +1 416 947 8964

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