Lecturer, Finance

Profile

Chuck is a 30 year veteran of the Canadian financial services industry. He is currently a member of faculty at Western University’s Ivey Business School where he teaches courses on both institutional and personal investing. Prior to pursuing his passion for teaching, 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.

When not teaching, Chuck stays grounded in the realities of Canada’s wealth management industry by providing strategic consulting advice to firms attempting to thrive in this highly competitive arena.

Chuck chaired Ivey's advisory council for Household Finance research. He regularly presents at industry events, writes for industry publications and has authored over 20 case studies for Ivey Publishing. He has served on the board of the Federation of Mutual Fund Dealers and the investment committee for Western University's endowment funds. When not working, you will probably find him with his family and friends … or in a swimming pool.

Teaching

  • Portfolio Management
  • Investment Planning

Education

  • BA, Economics - Western University
  • CMA

Experience

  • Chief Operating Officer – Quadrus Investment Services
  • Vice President – Great-West Life