Chad founded Equate Asset Management in 2016 with the goal of providing investors with access to innovative investment strategies based on empirical market research and rigorous statistical testing.

For more than half of his 25 years in the industry, Chad served as the Head of Quantitative Research at RBC Capital Markets. In his role at RBC, he was responsible for designing, building and implementing rules-based investment strategies.

Chad received his Bachelor of Science (Honours) in Physics from the University of Guelph in 1996. He was awarded the CFA charter in 2002 and is a member of the Toronto Society of Financial Analysts. In 2014 he was granted the CMT charter, and he is an active member of the Market Technicians Association.