Expertise: Finance, Investing, Fintech
Chuck Grace teaches courses on institutional investing, personal wealth management, and fintech. He also serves as HBA faculty director for the Ivey Field Project (IFP) and as a research engineer at the Centre for Quantitative Analysis and Modeling (CQAM). He previously chaired Ivey's advisory council for Household Finance research and has a particular interest in the area of financial advice and the impact of emerging technologies.
Chuck stays grounded in the realities of Canada’s wealth management industry as Managing Partner and President, Bigger Picture Solutions Inc. where he provides strategic consulting to firms attempting to thrive in this highly competitive arena. Chuck has worked with CIBC, the Canadian Payroll Association, Advocis, Investors Group, Sun Life, Great-West Life, Aligned Capital Partners Inc., Global Group Services, Promation Nuclear, and IA Advisory Services. Chuck is also the Program Director of The Ivey Academy's Canadian Private Capital Investment School.
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 presents at industry events, writes for industry publications and has authored over 50 case studies for Ivey Publishing.
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Starts January 13, 2021