Dr. David R. Lewis worked in the wealth management industry in Canada and the United States for many years as a C-level executive, board member, and board chair at firms including Scotiabank, ING DIRECT USA, UBS Financial Services Americas, UBS Bank USA, and Barclays Wealth Management Americas.
Currently, Dr. Lewis conducts behavioural science research on enhancing financial decision making and personal financial wellbeing and has multiple peer-reviewed publications in academic journals. He also actively consults on projects for leading wealth management firms.
David also serves as Board Chair of Hana Bank Canada. As well, he is a Board Member of the Toronto Police Widows and Orphans Fund (life insurance), and the Ontario Securities Commission. Previously, he was President of the BEworks Research Institute where he conducted and published applied behavioural economics research on financial decision making. Prior to joining BEworks, he was Assistant Professor of Retail Management at the Ted Rogers School of Business. He also taught at the Lazaridis School of Business and Economics at Wilfrid Laurier University while completing his PhD in marketing with a focus on consumer behaviour. David’s doctoral research considered consumer decision making regarding investing and financial advice.
David holds a BA from Western University, an MBA in Finance and Strategy from the Schulich School of Business at York University, and a PhD from the Lazaridis School of Business and Economics at Wilfrid Laurier University. David is also a Chartered Financial Analyst (CFA).