I am a tenured finance professor at the Schulich School of Business at York University in Toronto, where I have been based for over a quarter of a century. I am also a member of the graduate faculty in the Department of Mathematics and Statistics.
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. During the 2015/2016 academic year I was on Sabbatical from York University and spent part of this time in Australia, visiting the University of New South Wales (Sydney).
My day-job at the University revolves around teaching undergraduate, graduate and doctoral students, courses on wealth management, investments, insurance, pensions and retirement planning. 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.
Recently I have developed an interest in the history of finance, insurance and pension products, with particular emphasis on England during the (late) 17th and (early) 18th century. In 2015 I published: King William’s Tontine: Why the Retirement Annuity of the Future Should Resemble Its Past, with Cambridge University Press. My current research revolves around optimal debt management.