Seniors Expert Advisory Committee members

The Seniors Expert Advisory Committee (SEAC) serves as a forum to discuss issues and challenges faced by seniors. It provides OSC staff with expert opinions on securities-related policy, operational, education, and outreach activities that are designed to meet the needs of Ontario’s older investors.

Dr. Joe Bornstein is the Managing Director and Founder of Health Innovations Group. He is a recognized leader in aging and geriatrics with a strong focus on issues related to aging, healthy retirements and prevention of elder abuse. Dr. Bornstein is a former Chair of Elder Abuse Ontario as well as Past-President of the Ontario Gerontology Association. He has also served on the boards of the Toronto Regional Geriatric Program and the Oshawa Senior Citizens Centres. Dr. Bornstein has conducted multiple planning and evaluation projects focused on improving programs for older adults.

Arthur Fish recently retired from his role as partner in the Tax group of Borden Ladner Gervais LLP and Manager of the Toronto Regional Family Wealth Counsel Practice. He has more than 25 years of experience working with elderly clients in both the public and private sectors and has deep expertise in issues related to mental capacity and estate planning. He previously worked with the Mental Competency Clinic at the Baycrest Centre for Geriatric Care, served as Chair of the Ontario Mental Health Foundation, and was a member of the Consent and Capacity Board.

Marta C. Hajek is the Executive Director of Elder Abuse Prevention Ontario (EAPO), a provincial, charitable, non-profit organization focused on supporting the implementation of The Ontario Strategy to Combat Elder Abuse. Prior to joining EAPO, Marta coordinated the rollout of the 211 Information and Referral Service in Ontario and served as the Executive Director of the Ontario Gerontology Association.

Ken Kivenko is the President of Kenmar Associates, an investor advocacy organization, and is a prominent investor advocate with a focus on seniors’ issues. Ken hosts a blog on his website, the Canadian Fund Watch, which informs and educates investors on investor protection issues. He is a regular contributor to regulatory consultations and commenter on regulatory effectiveness from the retail investor perspective.

Jennifer Moir is the founder of Age Well Solutions, which assists seniors, and their caregivers, in maintaining quality of life and independence and advises them through difficult life transitions and choices. With more than 25 years of experience in a professional caregiving and advisory role, she brings comprehensive and compassionate expertise to senior housing transitions, eldercare planning and counselling, service navigation, and coaching professionals to service aging clients and families. Jennifer is an Elder Planning Counselor, Certified Senior Relocation and Transition Specialist, and a Certified Health Specialist.

Lindsay Rogan is the Managing Director and Chief Compliance Officer at Rogan Investment Management Limited where she has worked for 25 years with senior clients and their families dealing with planning, trust, estate, and tax issues. She is a Certified Financial Planner and a member of the Portfolio Management Association of Canada (PMAC) Practices and Standards Committee.

Angela Salmon is an experienced securities lawyer and financial services professional with over 15 years of legal and regulatory experience. Angela is the CCO for RBC Phillips, Hager & North Investment Counsel Inc. and a Director of RBC Wealth Management Canada Compliance. In her roles, Angela provides extensive support and expertise on seniors’ initiatives and complex senior client escalations. Angela also established and leads a Seniors & Vulnerable Client working group that reviews and monitors regulatory developments with a view to developing and implementing policies, guidance and training for client-facing staff in support of senior and vulnerable investors.

Laura Tamblyn Watts is the CEO of CanAge, Canada’s national seniors' advocacy organization. She currently teaches at the University of Toronto, where she is also a Fellow of the Institute for Life Course and Aging. She serves on the Boards of IIROC, the National Initiative for the Care of the Elderly, Elder Abuse Prevention Ontario and PACE Independent Living. A lawyer called to bar in 1999, Laura is a past Chair of the Canadian Bar Association’s National Elder Law section, where she currently serves as an Executive Member.

Danielle Tetrault is the Vice-President, Compliance and Chief Compliance Officer at IG Wealth Management.  In these roles, Danielle has led a Seniors and Vulnerable Clients Working Group that reviews and monitors regulatory developments, industry trends and best practices to develop and implement policies, procedures, education and training resources to better serve and protect senior and vulnerable clients. She is a former member of IFIC’s Vulnerable Investors Task Force.

Kimberly Whaley is the founding partner of Whaley Estate Litigation partners, a dispute resolution and boutique trust and estate firm based in Toronto.

Kimberly is designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Ontario and is a TEP with the Society of Estate and Trust Practitioners (STEP) worldwide.

Kimberly is a leader in the community in her elder law initiatives serving as Civilian co-chair on a Toronto Police Services Consultative Committee as well as consulting on policy and reform under various governmental initiatives, and is a Fellow of the Canadian Center For Elder Law and current co-chair.

Terri Williams is a financial literacy specialist with more than 30 years of experience in the financial services. Semi-retired, Terri consults and volunteers to enhance the financial capability of Canadians. She has held a variety of executive positions including Vice President, Corporate Social Responsibility at Scotiabank and President of the OSC’s Investor Education Fund, where she led the development and implementation of financial literacy resources and programs for investors, including seniors. Terri is a volunteer Board Member of the seniors housing charity Abbeyfield House Society of Lakefield, the monthly Mature Living columnist for the Lakefield Herald and a former member of IFIC’s Vulnerable Investors Task Force.