Chuck Grace
Chuck teaches courses on institutional investing, personal wealth management and Fintech at the Ivey Business School and serves as the Program Director for the Financial Wellness Lab. He has a particular interest in the area of financial advice and the impact of emerging technologies. 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.
Areas of Interest
Institutional investing; personal wealth management; financial advice; Fintech, strategy; leadership.
Publications
The Impact of Saving on Financial Resilience: Keeping It Simple, Grace, C., Metzler, A., Miao, Y., Feng, L., Fazelli, A., “Working Paper” (2023).
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Measuring financial advice: aligning client elicited and revealed risk, Thompson, J.R.J., Feng, L., Reesor, R.M., Grace, C., and Metzler, A.” Financial Planning Review, (2022).
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Learning about financial health in Canada. Metzler, A., Grace, C. and Zhou, Y. June 2021. Quantitative Finance and Economics, June 2021, Volume 5, Issue 3.
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Know your Client’s Behaviours: a cluster analysis of financial transactions” Thompson, J.R.J., Feng, L., Reesor, R.M. and Grace, C, Journal of Risk and Financial Management, Volume 14, Issue 2, (2021), Article No. 50.
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Measuring financial advice: aligning client elicited and revealed risk”, Thompson, J.R.J., Feng, L., Reesor, R.M., Grace, C., and Metzler, A Financial Planning Review, Financial Planning Review, Sept 22.
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Next Generation Financial Advice: Re-imagining Wealth Management in the Age of Technology, Chapter within The Technological Revolution in Financial Services, Grace, Sarta. University of Toronto Press, 2020 (in production).
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Next-Gen Financial Advice: Digital Innovation and Canada’s Policymakers, Grace, CD Howe Institute Commentary 538, 2019.
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Humanizing Financial Advice with Fintech, Grace, Ivey Business Journal, 2018.
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Robo-advisors to Humans: We Come in Peace, Grace, Ivey Business Journal, 2018.
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Financial Advice in Canada: A Way Forward, Grace, Young, Sarta, Scotia Digital Banking Lab, 2017.
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Costly Financial Advice: Conflicts of Interest or Misguided Beliefs, JT Linnainmaa, BT Melzer, A Previtero, C Grace Working Paper. London, Canada: Western University, 2015.
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Ivey Publishing, over 50 cases written and published.