Chuck Grace


Chuck Grace, a 35-year veteran of the Canadian financial services industry, is a finance faculty member at the Ivey Business School at Western University, where he teaches institutional and personal investing. He serves as an Associate Director of Ivey’s Scotiabank Digital Banking Lab and as Faculty Director for the Ivey Field Project. He chaired Ivey’s advisory council for Household Finance research. When not teaching, Chuck stays grounded in the realities of Canada’s wealth management industry as Managing Partner and President of 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. He has a BA from Western University and holds the CMA, CPA and CMC designations. Chuck can be reached at

A man shaking hands with an AI

Humanizing Financial Advice with Fintech

by Issue: September/October 2018

Like the Six Million Dollar Man’s bionic enhancements, digital technology can make mortal financial advisors better, stronger, faster.
A white robot smelling a purple flower

Robo-advisors to Humans: We Come in Peace

by , Issue: January / February 2018

The financial sector would be better served if all concerned saw fintech applications as productivity enablers instead of industry Terminators.