OBSI's Consumer and Investor Advisory Council (CIAC) was created to provide the input of consumers and investors into OBSI's governance and operations, complementing the input OBSI regularly receives from industry stakeholders and regulatory and government officials.
CIAC Members
Ms. Morris is a CPA and financial and consumer advocate. As the former Chief Advocacy and Engagement Officer for CARP and CEO of Dying with Dignity Canada, she led public advocacy campaigns on a number of issues including investor protections, pension security, medical aid in dying, and safety in long-term care.
Ms. Morris is a frequent media commentator and her writing has appeared in various publications including the Vancouver Sun, the Edmonton Journal and Zoomer Magazine.
Mohinder Singh Bajwa is a registered social worker, who holds a BA, BSc, and a Master's degree in social work. Mr. Bajwa has 15-years' experience in senior management roles in government with extensive experience and expertise in indigenous relations. He has also held several statutory positions in government. Currently, he is the Health Manager for Fort McKay First Nation, overseeing services including physicians and nursing, public health, physiotherapy, mental health and addictions, assisted living and child welfare.
Harold Geller is a lawyer who represents investors and insureds with claims against financial advisors, MFDA and IIROC representatives, insurance salespeople and their firms involving misselling, regulatory breaches and fraud. He is a member of the Canadian Bar Association and Ontario Bar Association Elder Law Committee's Executive and the Ontario Bar Association Insurance Law Committee's Executive.
Harvey Naglie holds over 40 years of experience in both the public and private sectors, with a focus on financial services. He is a former Senior Policy Advisor for the Ontario Ministry of Finance's Financial Services Policy Division, where he participated in developing and implementing policies related to securities regulation and investor protection. Mr. Naglie holds an LLM in securities law from York University, an MBA from the University of Western Ontario Ivey School of Business and an MA in economics from Johns Hopkins University.
Danis Prud'homme graduated in Business Administration from the Royal Military College of Canada and completed a Certificate in Fundraising Management from the Fundraising School at Indiana University. He holds more than 30 years of experience in management and public relations. He held positions as Campaign Manager, Major Gift Manager, Planned Gift Manager, Director of Development and Executive Director for various Foundations such as Cancer, Diabetes, HEC Business School, Polytechnique Engineering School and McGill University Faculty of Engineering. He was appointed Executive Director of FADOQ (Federation for Ageing in Dignity and Overall Quality) in November 2008.
Andrew Teasdale is a CFA Charter holder, economist and independent consultant with a strong interest in "community" and specific expertise in asset liability modelling and management and a focus on complex systems across multiple disciplines. Over the last decade in Canada he has argued for changes in securities regulation that would, among other things, enforce fiduciary standards for personalised investment advice and remove transaction based remuneration for such advice. He has also helped develop award winning models of community care, service structures and processes for the care of older adults with complex care needs.
Annual council activities
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2017 - 2019 |
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Related Documents
These materials are provided on our website at the request of the independent OBSI Consumer and Investor Advisory Council.
October 7, 2019 - Update from the Chair of the Consumer and Investor Advisory Council
Comments to OBSI's Board on the 2016 Independent Reviewer's Report
Comments to OBSI Board on Consultation on OBSI's Terms of Reference
Media Release: Consumer Voice Lost Without Independent OBSI, Council Worries
Council Report to the OBSI Board of Directors (January 2012)
Council Position on OBSI Stuck Cases
Council Response to Independent Reviewer's Report
Media Release: Consumer and Investor Advisory Council to OBSI alarmed by TD Bank decision