Contact Information
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Richard Ivey Building 2326
Chuck taught courses on institutional investing, personal wealth management and Fintech. He also served as the Program Director for Western’s Financial Wellness Lab and Program Director for the Ivey Academy’s Investment Professional Leadership Program. He has a particular interest in the area of financial advice and the impact of emerging technologies. He was the recipient of Ivey’s David G Burgoyne Teaching Award in 2019.
Previously, Chuck served as HBA faculty director for the Ivey Field Project (IFP), Associate Director for The Scotiabank Digital Banking Lab and as a research engineer at the Centre for Quantitative Analysis and Modeling (CQAM). He also chaired Ivey's advisory council for Household Finance research.
Chuck stays grounded in the realities of Canada’s wealth management industry as a strategic consultant to firms attempting to thrive in this highly competitive arena. He was awarded the 2021 Patrick Culhane Special Contributor Award in recognition of an individual who has made a significant contribution to the payroll profession.
Prior to pursuing his passions for teaching and consulting, Chuck held a progression of senior management positions with one of Canada’s largest insurance and wealth management companies. As the COO of Quadrus Investment Services, Chuck and his team were responsible for growing the firm from its inception into one of the largest mutual fund dealers in Canada.
Chuck regularly presented at industry events, writes for industry publications and has authored over 50 case studies for Ivey Publishing. During retirement you will probably find him with his family and friends … or in a swimming pool.
Previously, Chuck served as HBA faculty director for the Ivey Field Project (IFP), Associate Director for The Scotiabank Digital Banking Lab and as a research engineer at the Centre for Quantitative Analysis and Modeling (CQAM). He also chaired Ivey's advisory council for Household Finance research.
Chuck stays grounded in the realities of Canada’s wealth management industry as a strategic consultant to firms attempting to thrive in this highly competitive arena. He was awarded the 2021 Patrick Culhane Special Contributor Award in recognition of an individual who has made a significant contribution to the payroll profession.
Prior to pursuing his passions for teaching and consulting, Chuck held a progression of senior management positions with one of Canada’s largest insurance and wealth management companies. As the COO of Quadrus Investment Services, Chuck and his team were responsible for growing the firm from its inception into one of the largest mutual fund dealers in Canada.
Chuck regularly presented at industry events, writes for industry publications and has authored over 50 case studies for Ivey Publishing. During retirement you will probably find him with his family and friends … or in a swimming pool.