Consumer and Investor Advisory Council

OBSI's Consumer and Investor Advisory Council 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

Wanda Morris, Chair

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

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

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

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.

Andrew Teasdale

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.

Consumer and Investor Advisory Council

CIAC Members

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