Seniors Expert Advisory Committee members
Members of the Seniors Expert Advisory Committee (2021-2022)
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
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.
Harold Geller leads the Financial Loss Recovery Group of MBC Law Professional Corporation as an expert on legal issues affecting investors and insureds. He serves as Chair of the Ombudsman for Banking Services and Investments’ Consumer and Investment Advisory Council and is an executive committee member of the Canadian Bar Association’s Elder Law Section and the Ontario Bar Association’s Elder Law and Insurance Committees. Harold is a member of the Financial Services Regulatory Authority’s Consumer Advisory Panel and a former member of the OSC’s Investor Advisory Panel.
Marta C. Hajek
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.
Kavina Nagrani is the founding partner of NIKA LAW LLP, a boutique estates and elder law firm in Mississauga. She is an experienced wills and estates lawyer, assisting clients with complex matters including financial elder abuse, power of attorney issues, mental capacity, guardianship, disputes involving multiple executors, or will challenges. She is a qualified Trust & Estate Practitioner recognized by the Global Society of Trust and Estate Practitioners. Kavina previously served on the Board of Canada’s Network for the Prevention of Elder Abuse and as Chair of the Canadian Bar Association’s Elder Law section.
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.
Keith Sjogren has recently retired from his position as Managing Director at Investor Economics, a leading provider of research and advisory services to the financial services sector in Canada. Prior to joining the consulting profession in 1995, Keith held a number of executive positions at CIBC, including President, CIBC Securities. During his career with CIBC, as well as Canada, Keith lived and worked in the United States, Iran, the United Kingdom, and Singapore. Keith is currently associated with the School of Public Policy and Administration at Carleton University and serves on committees of the Centre for Addiction and Mental Health and the Canadian Opera Company.
Laura Tamblyn Watts
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.
James (Jim) Turner is a corporate and securities lawyer with over 40 years of experience in the securities regulatory sector and private practice. Jim served as the OSC’s Vice Chair for eight years prior to his retirement in 2015. His focus in recent years has been on issues many seniors face in retirement and is passionate about contributing his securities law knowledge and experience to understand where those issues may intersect with the securities regulatory regime.
Alexis Wenzowski is the Executive Director of Hamilton Jewish Family Services, a multi-service agency that prioritizes advocacy, community education, and homecare support for multiple populations, including seniors. She has more than 15 years of professional experience working within government systems, with a specialized knowledge of building equity, promoting diversity and encouraging social justice. She is an Agency Member of Older Adults Centre Association of Ontario, which provides supportive resources and services to community-based older adult centres.
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.