Managing Partner, President
Chuck Grace, CMA CPA CMC, is a member of faculty at Western University’s Richard Ivey School of Business 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, culminating in his role as COO for Quadrus Investment Services. When not teaching, he 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, regularly presents at industry events, writes for industry publications and has authored over 20 case studies for Ivey Publishing. When not working, you will find Chuck with his friends & family or in a swimming pool.