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MOSHE MILEVSKY

LEADING FINANCIAL STRATEGIST

Moshe is the Executive Director of the Individual Finance and Insurance Decision (IFID) Centre and is an Associate Professor of Finance at York University in Toronto, Canada. He has taught in the joint EMBA program between the Kellogg School (Northwestern U.) & the Schulich School (York U.), as well as at the University of Leuven, Belgium and ORT University in Montevideo, Uruguay.

Moshe is an expert on the interplay between financial risk management and personal wealth management. In addition to being an award-winning teacher and writer he works as a consultant for a variety of financial services companies and pension funds. He has been interviewed by Business Week, The Wall Street Journal, The New York Times, Barron’s, Fortune and Money Magazine.

Moshe has published over 35 scholarly research articles, is the co-editor of the Journal of Pension Economics and Finance, and is the author of the 1999 Canadian best seller Money Logic. His most recent book, The Calculus of Retirement Income was published by Cambridge University Press (UK) in March 2006.

Moshe was born in Toronto, but grew up in Latin America, the US and the Middle East, and thus brings a unique multicultural perspective to his presentations. Moshe is also an avid soccer player and opera connoisseur, and currently lives in Toronto with his wife Edna and four daughters, Dahlia, Natalie, Maya and Zoe.

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Moshe Milevsky

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MOSHE’S INFO

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PROGRAMS/TOPICS

  • Wealth and Risk Management over the Human Life-cycle: YOU Inc.
  • How to Avoid Outliving Your Money.
  • Is Your Client a Stock or a Bond? * Taking Asset Allocation to the Next Level

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