Quantitative Research

The Quantitative Wealth Management Analytics Group (QWeMA) was originally established in 2005 by Professor Moshe Milevsky and was incubated at the Fields Institute for Research in Mathematical Sciences (one of the top math institutes in the world). CANNEX acquired QWeMA in 2013 and Professor Milevsky serves on the CANNEX Board of Directors.

Financial services has evolved over the last decade and continuous innovations in product design, strategy and risk has demanded new analytical approaches. QWeMA specializes in the development of intellectual property, software algorithms and product solutions in the fields of retirement income planning, wealth management, investments and insurance.

Through our close affiliation with the Fields Institute we have access to some of the world’s leading specialists in financial and actuarial mathematics. In the last couple years, a number of our models and algorithms have been granted patent protection by the United States Patent and Trademark Office (USPTO).

Engage the analytic expertise and rigour of our quantitative and actuarial research teams for your most challenging valuation, pricing and risk analysis problems. We also provide consulting support and assist some the leading financial firms in their research and development, including:

  • New Product Development
  • Proprietary Tools & Applications
  • Annuity Case Evaluation
  • White Papers
  • Speaking & Education
  • Marketing Program Support