Lucy Becker

Ms. Becker is a public affairs executive with the Retirement Homes Regulatory Authority (RHRA). She has extensive regulatory experience having also served on the senior leadership teams at the Investment Industry Regulatory Organization of Canada (IIROC) and the Law Society of Upper Canada (now Ontario). She also serves on the Consumer Advisory Committee of the Electrical Safety Authority (ESA).

Throughout her career, she also worked in the Ontario public service at various ministries including the Attorney General and Financial Institutions, which at the time oversaw the insurance, pension, and securities commissions. In 2021, she was appointed to the governing council of the College of Physicians and Surgeons of Ontario (CPSO) and the Board of Directors for the Bereavement Authority of Ontario (BAO).

Deeply committed to access to justice Ms. Becker is a Director of the Don Valley Community Legal Services, a legal aid clinic serving one of the most diverse communities in Toronto.

Ellen Bessner

Ms Bessner is a Partner with Babin Bessner Spry LLP with over 25 years’ experience, specializing in securities litigation. In addition to her work as a litigator, Ellen is the author of Advisor at Risk: a roadmap to protecting your business and its sequel Communication at Risk: how to bridge the client-advisor gap to protect and grow your business. Ellen has extensive experience and expertise in advising registrants on working effectively with older investors. Ellen also regularly provides training and educational programs on a range of liability, ethics and compliance issues for advisors including the risks faced by vulnerable clients and how to help reduce that risk.

Leeann Corbeil

Ms Corbeil is the COO of iScope Concussion and Pain Clinics, a leading provider of interdisciplinary care for Concussions. She has over 20 years of experience in business development and operations within various medical fields.

Outside of her role at iScope, Leeann is passionate about serving the community and advocating for chronic pain and brain injury awareness and support. Currently, Leeann serves as the President of the Board of Directors at the National Chronic Pain Society and the Hamilton Brain Injury Association. Through these nonprofit organizations, she leverages her strong public relations and marketing skills to raise funds, increase visibility, and foster partnerships to support individuals living with chronic pain and brain injury.

Zahir Dharsee

Mr. Dharsee was a Manager in the Supervision and Regulation Group with the Office of the Superintendent of Financial Institutions (OSFI) Canada.

He has over 30 years of extensive knowledge and experience in the Supervision and conducting Risk based Examinations of various Financial Institutions regulated by OSFI.

As part of executing the OSFI Supervision and Examination Frameworks and Processes, he was also responsible for reviewing and ensuring Compliance with various regulatory requirements for the Consumers of Life and Property and Casualty Insurance companies and the Banking, Trust and Loan and Credit Union Deposit Taking Institutions.

He started his career in the Federal Public Service with the Office of the Auditor General of Canada. He has a BA (Economics and History) from York University, Bachelor of Commerce Accounting and Finance from the University of Windsor. He is a Chartered Professional Accountant (CPA) and a Certified Fraud Examiner (CFE). He is currently pursuing a master’s degree in history at York University.

Peter A. D’Iorio

Mr. D’Iorio is Founder, CEO and Senior Consultant at BPI Consultancy Ltd. since July 2014. BPI is a Boutique Consultancy offering consulting services for assignments dealing with issues associated with group benefits and retirement benefit plan design and funding.

Previous to July 2014, he was a Principal at Mercer (Canada) Limited where he co-ordinated the integration of Sedgwick Noble Lowndes (a Mercer acquisition) into the Mercer organization. At Mercer, he provided strategic consulting advice on group benefit and retirement benefit plan design and funding arrangements for many major Mercer clients for over 30 years. His experience over the 30 plus years included work on mergers and acquisitions as well as the restructuring of active and retiree benefit plans to optimize employers’ group benefit and retirement benefit plans to improve outcomes and reduce costs.

Prior to his 40 years of consulting experience, he worked for almost 15 years in senior management roles at 2 of the world’s largest insurers in the pensions and benefits space (Prudential & Aetna).

Ninette Ibanez

Ms Ibañez is a senior Information Technology/Management professional providing consulting, advisory and delivery services across multiple industries (financial services, software development, food distribution, mining, real estate) and diverse organizations, deeply specialized in the broad spectrum of data. She developed in recent years strong advocacy for consumer protection.

Terri Williams Kinghorn

Ms Williams Kinghorn is a financial literacy specialist with more than 30 years of experience in financial services. She held a variety of executive positions including President of the Ontario Securities Commission's Investor Education Fund and Vice President of Corporate Social Responsibility at Scotiabank. She also served on the Board of Directors of Credit Canada for more than 20 years and the Canadian Foundation for Economic Education for over a decade.

Now retired and living in Lakefield, Ontario, Terri continues to provide personal financial education to Canadians and volunteers to advocate for seniors. She is on the OSC’s Seniors Expert Advisory Committee as well as the volunteer Board of Directors for the Alzheimer Society of Peterborough, Kawartha Lakes, Northumberland and Haliburton and the Abbeyfield House Society of Lakefield.

Julie Kuzmic

Ms. Kuzmic started her career in consulting at Accenture, then migrated to the financial services arena where she has spent the past 15+ years leading complex IT, sales and product launch initiatives across the banking, insurance and wealth management industries.

Since joining Equifax Canada in 2016, Ms. Kuzmic has become a recognized authority in consumer credit. She has served as an expert witness on credit scores in provincial court, and she often speaks to industry groups, government, clients and consumers to shed light on Canada’s credit ecosystem. In her role as senior compliance officer, consumer advocacy with Equifax Canada, she helps Canadians build credit confidence. She is additionally responsible for working across business units and corporate functions to ensure fair treatment of consumers in compliance with applicable legislation.

Harvey Naglie (Vice Chair)

Mr. Naglie is a member of OBSI’s Consumer and Investor Advisory Council. He has been involved in Ontario's financial services sector for over 40 years, working in both the public and private sector, including as a Senior Policy Advisor for the Ontario Ministry of Finance’s Financial Services Policy Division.

Chris Robinson

Dr. Robinson is Professor Emeritus of Finance and Senior Scholar with 38 years of research and teaching at York University. He is a Certified Financial Planner®, a Fellow of FP Canada and Chartered Professional Accountant with 48 years of professional and academic experience.

Dr. Robinson is a leading researcher and author in the personal finance field with an international reputation in Canada, Australia and the US. His work on retirement planning and regulation of payday lending is influential. He has advised extensively on litigation related to investments, accounting and professional ethics and testified on regulation of payday lending. He designed multiple undergraduate and graduate courses for university faculties and achieved several honours and awards for his research, teaching and service. He is the author and co-author of textbooks, research papers, monographs and over 200 newspaper articles.

He served his community as a volunteer financial adviser to La Chasse Galerie (Ontario Francophone Cultural Organisation) and the League of Canadian Poets and is part of the Black Creek Financial Advisory Network.

Udia Umoette

Mr. Umoette has over 10 years of experience in the sales and partnership arena where he creates marketing strategies and action plans for various organizations. He is the Co-Founder and Advisor at Loystar Solutions, where he helps businesses increase sales and build customer loyalty.

With experience within the IT sector in the United Kingdom and Canada, Mr. Umoette’s strong area of focus includes promoting inclusion and partnerships with financial institutions and challenges consumers may encounter with financial services. Mr. Umoette has a strong affiliation with his community and volunteers his services with efforts for SickKids Hospital, Canadian Red Cross, Cerebral Palsy Initiatives and Richmond Hill Soccer Club.

Laura Tamblyn Watts (Chair)

Ms. Tamblyn Watts is a public policy lawyer with 20 years of expertise in the aging, financial, disability and consumer sectors. She founded and was the National Director of the Canadian Centre for Elder Law, and the Chief Public Policy Officer at CARP. She recently founded CanAge, a new non-profit voice for seniors in Canada. She has extensive experience in banking, securities, regulatory and law reform in the consumer and financial sectors. She teaches at the University of Toronto in the Institute for LifeCourse and Aging, and the Factor Inwentash Faculty of Social Work.

Todd White

Mr. White started his career as an Investment Specialist at Toronto Dominion Asset Management, where he provided mutual fund and investments advice, before moving into a managerial role to conduct sales and market share analysis.

He served as a committee chair for a credit union, providing oversight for members interests and employees’ pension plans and was an elected councillor in his community in Southwestern, Ontario, advocating for the communities’ interests with the provincial and federal governments. Being a consumer, running his own business for the last 20 years, Mr. White has extensive experience working with seniors, advocating with health care providers, municipal and provincial governments on their behalf and has a personal and professional understanding on how important it is to ensure that consumers’ concerns have a voice.