About Me

The Three MonkeysI am a Chartered Professional Accountant, Chartered Accountant in the province of Ontario. Much of my working career was spent on Bay Street (the Canadian equivalent of Wall Street). I worked for a number of financial institutions including Citibank, Chemical Bank (merged into JP Morgan), AIG Trading and others.

During my time working for these major institutions I experienced first hand how they operate. Incentives, performance evaluations, budgets and most importantly the personalities of those participating in and running the business. So what I relate is not anecdotal information but first hand experience. Valuable experience in the context of subsequent events, financial disasters, mergers and similar events.

Subsequent to that I was involved in a number of financially oriented start ups one of which was looking at offering sub-prime mortgages in Canada.

I have spent the last few years working in my own public accounting practice while teaching accounting at the college level. Currently, I am an adjunct professor in accounting at the National Taiwan University in Taipei, Taiwan.

My interests also include financial reporting and finance related topics. My plan is to look at a wide range of issue from a non-technical common sense approach which I believe is lacking in the accounting and finance professions. Much of many great investors success may be attributed to their common sense approach to both investing and life. Complexity is often added to hide things. That’s where I intend to go.


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