Annual FSRA Exchange Event

FSRA Exchange 2023

Annual FSRA Exchange Event
Cross Sector
January 19, 2023
All Day
Sheraton Centre Toronto Hotel & Virtual

Please join the Financial Services Regulatory Authority of Ontario (FSRA) and a great line up of guest speakers and panelists for the second annual cross-sectoral FSRA Exchange event. This year you have a choice to attend in-person or virtually.

Special speakers include: The Honourable Peter Bethlenfalvy, Minister of Finance; FSRA’s Board Chair, Joanne De Laurentiis; and FSRA’s CEO, Mark White.

The general morning session for all FSRA regulated sectors includes a chat with FSRA CEO Mark White, a Consumer Protection Panel and a Principles Based Regulation Panel. You have a choice of afternoon sessions focused on specific sectors:  Property and Casualty Insurance; Credit Unions and Insurance Prudential; Mortgage Broker; or Pensions.

Date: January 19, 2023

Start time:

8:00 a.m.         In-person continental breakfast
8:30 a.m.         Meeting begins for both in-person and virtual attendees

In-person (sold out):

Cost: $120
Location: Sheraton Centre Toronto Hotel
123 Queen St W, Toronto, ON M5H 2M9


Cost: $70
Location: If you register to attend virtually, we will send you a link closer to the date.

Register now

Note: if you are a consumer and would like to attend, there is no charge. A definition of a consumer is anyone who is not employed by the financial services industry or providing services to any financial service company or organization. If you are a consumer, please email [email protected].

January 19, 2023 FSRA Exchange

Sheraton Centre Downtown Toronto / Virtual



8:00 a.m.

In-person – continental breakfast outside room in lobby

8:45 a.m.

General session begins

8:45 a.m. – 8:55 a.m.

Welcome by host, Judy Pfeifer, Chief Public Affairs Officer (see bio)

8:55 a.m. – 9:05 a.m.

Greetings from FSRA’s Board Chair, Joanne De Laurentiis (see bio)

and Introduction of Minister’s Greetings and Remarks by Parliamentary Assistant.

9:05 a.m. – 9:10 a.m.

Video Greetings from The Honourable Peter Bethlenfalvy, Minister of Finance (see bio)

9:10 a.m. – 9:15 a.m.

Remarks by Stephen Crawford, Parliamentary Assistant to the Minister of Finance (see bio)

9:15 a.m. – 9:20 a.m.

Introduction of FSRA CEO

9:20 a.m. – 10:15 a.m.

Fireside Chat with Mark White, FSRA CEO (see bio)

Moderated by:

Professor Poonam Puri (see bio)

Professor of Business Law & Corporate Governance and Co-Founder and Director of the Osgoode Investor Protection Clinic,

Osgoode Hall Law School, York University

10:15 a.m. – 10:25 a.m.

Break (10 min) Refreshments in lobby/ Virtual break

10:25 a.m. – 10:30 a.m.

Introduction to next session

10:30 a.m. – 11:05 a.m.

How to Reach, Engage and Protect Today’s and Tomorrow’s Consumer – for Regulators and Industry 


Laura Tamblyn Watts (see bio)

CEO of CanAge; Assistant Professor in the Factor Inwentash Faculty of Social Work, University of Toronto; Chair of FSRA’s Consumer Advisory Panel


Stephen Sargeant (see bio)

Founder, Chief Web3 Officer



Juan Carlos Izaguirre (see bio)

Senior Financial Sector Policy Specialist, CGAP

World Bank Group


Supriya Syal Ph.D. (see bio)

Deputy Commissioner, Research, Policy and Education

Financial Consumer Agency of Canada

11:05 a.m. – 11:15 a.m.

Break (10 min)

11:15 a.m. – 11:20 a.m.

Introduction to next session

11:20 a.m. – 12:00 p.m.

Effective Governance and Oversight in a Principles Based Regulatory Regime


Jordan Solway, Executive Vice President, Legal and Enforcement (see bio)


Dr. Cristie Ford (see bio)

Professor, Allard School of Law

The University of British Columbia


Gale Rubinstein, (see bio)

Counsel, Goodmans LLP

Chair, Board of Trustees, University Pension Plan


Tom Vandeloo (see bio)

Chair of the Board of Directors, DUCA Financial Services Credit Union


Peter Stephenson (see bio)

Partner, Hugessen Consulting

12:00 p.m. – 12:05 p.m.

Closing Remarks Mark White, CEO, FSRA (see bio)

12:05 p.m. – 12:45 p.m.

Lunch in Lobby or Virtual break

12:45 p.m. – 12:55 p.m.

Attendees make their way to the various Breakout Rooms for the afternoon sessions/ Virtual log-in open

12:55 p.m. – 1:00 p.m.

Introduction in each breakout

1:00 p.m. – 1:45 p.m.

Breakout Sessions … In conversation with


Session #1 – Engaging Pensions Plan Members

Learn about leading practices in pension plan member communications and engagement.  Sneak peek of what FSRA is planning for Ontario’s first Pension Awareness Day on Feb. 16, 2023



Caroline Blouin (see bio)

FSRA Executive Vice President, Pensions



Jesusa Chow

Vice President of Member Experience



George Turpie,

Senior Vice President, Group Retirement Savings and Investments

Canada Life


Kim MacPherson

Chief Executive Officer

Toronto Electrical Industry Benefits Administrative Services (TEIBAS)


Session #2 – Auto Rate & Underwriting Regulation Reform: Fairness in Auto Insurance

Panel discussion about fairness in auto insurance and why fairness matters for consumer protection.



Brian Sullivan

Editor and Owner at Risk Information Inc.



Roosevelt C. Mosley Jr

Principal And Consulting Actuary

Pinnacle Actuarial Resources


Carole Piovesan


INQ Law and INQ Consulting


Tim Bzowey (see bio)

FSRA Executive Vice President, Auto/Insurance Products


Session #3 – Governance and risk-based supervision

Panel discussion about preparing Credit Unions for the Future. The discussion will focus on governance and risk based supervision.



Mehrdad Rastan (see bio)

FSRA Executive Vice President, Credit Union and Insurance Prudential



Jay-Ann Gilfoy

CEO, Meridian Credit Union


Pierre Dorval

CEO, CP Alliance


Anthony Piscitelli

Your Neighbourhood Board Chair


Session #4 –  Mortgage Brokering

Elevating the Professionalism of the Mortgage Brokering Sector



Antoinette Leung

FSRA Head, Financial Institutions and Mortgage Brokerage Conduct



Veronica Love

Chair of Mortgage Professionals Canada


Sadiq Boodoo

Canadian Mortgage Brokers Association Ontario


Huston Loke (see bio)

FSRA Executive Vice President, Market Conduct


Hali Noble

SVP Broker Relations
Fisgard Asset Management Corporation
Founding Member & Director, CAMLA (Canadian Alternative Mortgage Lenders Association)

2:00 p.m. – 2:45 p.m.

Session #5 – Life & Health Insurance

FSRA Priorities for Life & Health Insurance


Fireside Chat with:

Huston Loke, (see bio)

FSRA Executive Vice President


Erica Hiemstra,

FSRA Head, Insurance Conduct


Swati Agrawal,

FSRA Director, Life and Health Insurers