Business Management

Biography:

1998-Present Ryerson University, Assistant Professor Finance, specializing in Personal Finance

1992-2002 Centre for Training in Psychotherapy, Psychotherapist in Supervision, Toronto
1989-1997 Ryerson University, Instructor, Finance and Accounting
1985-2001 Consulting in Financial and Accounting Services, Toronto
1980-1984 Saturday Night Magazine, Controller, Toronto
1977-1980 Continental Can Company of Canada Ltd, Financial Analyst, Toronto
1973-1977 Seneca College of Applied Arts & Technology, Instructor, Toronto
1970-1973 Berandol Music Publishers, Accountant and Office Manager, Toronto
1969-1970 Fuller, Jenks, Landau Chartered Accountants, Chartered Accountant Student, Toronto

CONTRIBUTIONS TO PRACTICE

2002 – present Occasional focus groups at the Financial Planners Standards Council

2002 – present Member etc rest is fine

2006 – present Member of Academic Advisory Committee for the Financial Planners Standards Council

1998 – 2001 Financial Consultant to a non-profit, children’s mental health centre

2001 – present Financial Planning Consulting to individuals and small business owners

Qualifications:

CFP Certified Financial Planners ,Financial Planners Standards Council 2002
Dip  Centre for Training in Psychotherapy 2002
MBA Masters in Business Administration, Major in Finance and Accounting 1977
BA Honours Bachelor of Music, University of Western Ontario 1969

Research Interest:

Behavioural Finance

Current Courses:

2001 – 2007 FIN 812 Advanced Personal Financial Planning

2000 – 2007 FIN 612 Retirement and Estate Planning

1999 – 2006 FIN 512 Risk Management and Insurance

1998 – 2006 FIN 502 Personal Financial Planning

1999 – 1999 FIN 401 Managerial Finance II

1998 – 1999 FIN 401 Managerial Finance I

2003 Certificate in Financial Planning in Continuing Education. Obtained approval from the Financial Planners Council to be a registered course provider for the Certified Financial Planners program so graduates in the Certificate can write the national CFPTM exam.

1999 – 2004 FIN 512 Risk Management and Insurance. Developed course materials to both supplement 33% of two American textbooks to Canadianize them and to meet the requirements of the CFPTM exam material. See "Lifetime Summary – Books" below.

2000 – 2005 FIN 612 Retirement and Estate Planning. Developed course materials in the absence of any Canadian textbook in order to both meet the requirements of the CFPTM national exam material and to provide a theoretical framework at a univeristy level for this exam material. See "Lifetime Summary – Books" below.

2001 – present FIN 812 Advanced Personal Financial Planning. Developed a series of handouts that summarizes all the CFPTM national exam requirements to provide course materials, again, in the absence of a Canadian textbook.

Professional Affiliations:

Professional Affiliations:

2002 – present member Financial Planners Standards Council (FPSC)

1999 – present member Association for Financial Counseling and Planning Education (AFCPE)