Stuff I do…

I am a tenured finance professor at the Schulich School of Business at York University in Toronto, where I have been based for almost 20 years. I am also a member of the graduate faculty in the Department of Mathematics and Statistics, where I was actually a student many, many years ago.

During my Sabbaticals, I have been a visiting professor of finance at ORT University in Montevideo, Uruguay, a visiting professor in actuarial studies at the University of Leuven, Belgium and a visiting scholar at the Department of Risk Management and Insurance at Wharton, Philadelphia.

My day-job revolves around teaching undergraduate, graduate and doctoral students, courses on wealth management, investments, insurance and pensions. As part of my academic responsibilities, I publish books, popular articles and technical papers, many of which you can download or link-to from this website.

I am also the Executive Director of the non-profit IFID Centre, at the Fields Institute for Research in Mathematical Sciences (Toronto.) As part of my activities at IFID Centre, I organize conferences, seminars and presentation on all aspects of quantitative wealth management for individuals. In fact, I have delivered over 1,000 seminars and keynote presentations on wealth management and retirement planning.

Finally, back in 2005 — with the help of some really smart partners at York University’s Department of Mathematics — I launched a company called the QWeMA Group, which creates unique “retirement income” software for the financial services industry. The company has recently been sold to CANNEX Financial Exchanges in Toronto, and continues to grow in size and scope.


September 16, 2013: The QWeMA Group has been sold to CANNEX Financial Exchanges, where I will join the board and direct research activities. See Press Release.

June 1, 2013: My research monograph Life Annuities: An Optimal Product for Retirement Income has been published by the CFA Institute and is available for download.

October 1, 2012: The revised 2nd edition of my book Are You a Stock or a Bond?, is now available for purchase.

August 13, 2012: Click for derivation and sources for my book, a.k.a. A Proper Derivation of the 7 Most Important Equations for Your Retirement. This article is a draft and will be updated periodically.

June 1, 2012: For an Excel spreadsheet (2003 and 2007) version of the 7 Most Important Equations for Retirement, and a variety of other retirement calculators, please click on the following link to the QWeMA Group website.

May 15th, 2012: Click here for a VIDEO of The Agenda with Steve Paiken (TVO), in which I discuss Canadian’s high level of household debt.

May 14th, 2012: Download a PDF_Presentation of the keynote speech I gave at the Investment News summit (Chicago), entitled: The 7 Most Important Equations for Your Retirement, and How To Use Them.

May 10th, 2012: My latest book entitled: The 7 Most Important Equations for Your Retirement has just been published by WILEY and is available for purchase from Amazon.

May 1st, 20012: A (nice) review of my forthcoming book, by Research Magazine editor Gil Weinreich, on AdvisorOne’s website.