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Ivey Faculty & Research

D.A. (Rick) Robertson

Associate Professor, Finance-Economics & Managerial Accounting and Control

  • Director – FACTS for Non-Financial Executives

Education

  • BA, Hons Bus - UWO
  • MBA, UWO
  • PhD, UWO
  • FCA, Ontario

Contact Information

Profile

Rick Robertson is an Associate Professor of Managerial Accounting and Control at Richard Ivey School of Business. He has a BA in Business Administration, and an MBA and PhD from The University of Western Ontario. He earned a CA with Ernst & Young and has completed the CICA In-depth Tax Course for practicing tax specialists. In 1991, to increase his practical tax knowledge, he began working full-time for Ernst & Young as a Senior Tax Manager in the London office. After two years of client service in the tax area, he returned to Richard Ivey School of Business and began the process of developing a managerially-oriented tax course.

Robertson's research interests lie in the area of accounting for corporate income taxes and the provision of pension benefits by corporations. He has taught extensively on professional accounting programs, has served on several committees of the Institute of Chartered Accountants of Ontario (ICAO) and was an elected council member of the ICAO for five years. He is currently one of two Ontario representatives on the CICA's International Qualifications Appraisal Committee. He was also involved in the development of a new accounting standard in Corporate Income Tax. He was a director of Stackpole Ltd., a TSX-listed company, serving as chair of the audit committee and currently is the audit committee chair for ADB Systems International Ltd.

Teaching

  • Finance
  • Managerial Accounting and Control
  • Corporate Financial Reporting
  • Taxation for Managers
  • Financial Analysis for Non-Financial Executives (Executive Education)
  • Strategic Management of Investor Relations (Executive Education)
  • Maple Leaf Foods (Executive Education)

Selected Publications

  • "Tax Havens: Investment Distortions and Policy Options." Canadian Public Policy, 1999, 25(3): p. 333-344 (with David Conklin).
  • Survey of Pension Plans In Canada (12th edition) Financial Executive Institute Canada (with T. Ross Archibald)
  • "Are RRSPs Beneficial to All." Canadian Investment Review, Spring 1998, (with T. Ross Archibald)
  • "Measuring the Changes." Canadian Investment Review, Fall 1997.
  • "Tax Talk." CA Magazine, April 1996.
  • "The Incomplete Disclosure of Litigation-type Contingencies: Contemporary Canadian Evidence." Journal of International Accounting Auditing and Taxation, December 1994 (with Gary Entwistle and Claude P. Lanfranconi)
  • "Instructional Case: LynnGold Resources, Inc.." Issues in Accounting Education, Fall 1994, p.385-400. (with Claude P. Lanfranconi

Research/Course Development

  • Corporate Pension Plans
  • Financial Planning

Experience

  • Director, ADB Systems International Ltd., Stackpole Ltd
  • Senior Tax Manager, Ernst & Young, London
  • Faculty Member, Wilfird Laurier University
  • CA, Clarkson, Gordon & Co, Kitchener

Expertise

  • Financial accounting
  • Taxation
  • Deferred Taxes
  • Estate Planning
  • Pension Plans
  • Personal Financial Planning
 

Research Links

  • Research Publications
    To search for publications by a specific faculty member, select the database and then select the name from the Author drop down menu.
 

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