Members of the Investor Advisory Panel
The Investor Advisory Panel consists of nine members, including the panel’s chairperson. Each member of the panel is appointed for a two-year term.
Patti Best is a former senior executive in the investment industry, bringing over 40 years of experience from client-facing senior-level positions with brokerage firms, mutual fund dealerships, and investment fund companies. She has a diverse background in client relations, investment product operations, and administration, as well as systems and product development. In 2016, Patti retired from her position as senior vice president, client experience at Mackenzie Investments.
Daniel Brunet has served as national director on the board of directors for the National Association of Federal Retirees since 2017. He is a lawyer with over 40 years of experience and previously served on the Disciplinary Council and Equivalences Committee of the Quebec Bar. Prior to his retirement from public service in 2014, he held various positions including: director of legal services at the Office of the Information Commissioner of Canada and crown prosecutor for Gouvernement du Québec, Ministère de la Justice, and for the Ontario attorney general.
Neil Gross, chair
Neil Gross is a capital markets policy consultant and a former executive director of the Canadian Foundation for Advancement of Investor Rights (FAIR Canada). He is a lawyer with over 35 years of experience focused on investor protection issues. Neil also serves as a director of a portfolio management firm, a member of a liquid alternative fund’s independent review committee, a fellow of a national advocacy organization dedicated to elder care public policy, and a freelance opinion columnist for The Globe and Mail newspaper.
Serge Kalloghlian has been a lawyer for over 10 years, with a litigation practice focusing on class actions and investor rights advocacy. He has represented harmed investors in securities class actions and other investor rights litigation through all levels of Ontario’s courts and the Supreme Court of Canada.
Harvey Naglie brings over 40 years of experience to the IAP 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. Harvey holds an LL.M. 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. He is a member of OBSI’s Consumer and Investor Advisory Council.
Ilana Singer is the vice president and corporate secretary at the Canadian Investor Protection Fund. She is also chair of the Toronto Centre Securities Advisory Board, and a long-serving multilingual Toronto Centre program leader. She serves as a securities expert for the International Monetary Fund, and was previously chief operating officer and deputy director at FAIR Canada. Ilana has also held several positions at the Ontario Securities Commission, including senior advisor for international affairs and legal counsel for the Corporate Finance branch. She began her career over 20 years ago at McMillan LLP.
Leslie Wood is a chartered professional accountant and former senior executive in the investment fund industry and brings over 25 years of experience to the IAP. She has successfully completed several mutual fund acquisitions, product re-engineerings, systems integrations, and conversions, brand and distribution developments, and oversights of all back-office operations and new product launches. Leslie retired in 2016 and now serves on multiple independent review committees.