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Chuck Grace

Lecturer, Finance

Contact Information

Expertise

  • Household finance
  • Wealth management
  • Digital advice
  • Fintech

Chuck 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.

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. When not working, you will probably find him with his family and friends … or in a swimming pool.

Teaching

  • Wealth Management
  • Ivey Field Project
  • Fintech
  • Portfolio Management

Programs Taught

  • HBA

Education

  • BA, Economics - Western University
  • CMA
  • CPA
  • CMC

Experience

  • Chief Operating Officer – Quadrus Investment Services
  • Vice President – Great-West Life
  • President – Bigger Picture Solutions
  • Associate Director – The Scotiabank Digital Banking Lab at Ivey Business School