The Investor Advisory Panel consists of nine members, including the Panel Chair. Each member of the Panel has been appointed for a two-year term.
- Jacqueline Allen
- Patti Best
- Daniel Brunet
- Neil Gross, Chair
- Malcolm Heins
- Serge Kalloghlian
- Harvey Naglie
- Ilana Singer
- Leslie Wood
Jacqueline Allen brings 25 years of experience in capital markets and financial services including tax, accounting and risk management. Her professional career spans from New York to Toronto with roles at KPMG, SK Group, and Bank of America Merrill Lynch. Ms. Allen most recently served as the Head of Portfolio and Electronic Trading Sales at Bank of America Merrill Lynch Canada, with a focus on institutional asset managers, pension funds and mutual funds investors.
Ms. Allen holds an MBA from the New York University Stern School of Business.
Patti Best is a former senior executive in the investment industry, bringing over 40 years of experience from 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, Ms. Best retired from her position as Senior Vice President, Client Experience from Mackenzie Investments.
Daniel Brunet has served as National Director on the Board of Directors for the National Association of the Federal Retirees since 2017. He previously served on the Disciplinary Council and Equivalences Committee of the Quebec Bar. Prior to his retirement from the Federal 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 the Attorney General of Ontario.
Neil Gross, Chair
Mr. Gross is a former Executive Director of the Canadian Foundation for the Advancement of Investor Rights (FAIR Canada) and a lawyer with over 30 years’ experience focused on investor protection issues. He currently provides consulting services to investment firms and regulatory agencies on strategic reforms, governance and complaint handling processes.
Malcolm Heins is currently a director of Lawyers’ Professional Indemnity Company, the Ontario Municipal Insurance Exchange, Cancer Care Ontario and a lawyer with over 40 years’ experience, over which he has received numerous awards for his contribution to the legal profession, including the Law Society Medal from the Law Society of Upper Canada and the Metro Toronto Lawyers Association Award of Distinction.
He is the former Chair of the Ontario Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives, and the former CEO of the Law Society of Upper Canada.
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 at all levels of Ontario’s courts and the Supreme Court of Canada.
Harvey Naglie holds over 40 years of experience 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.
Mr. Naglie 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.
Ilana Singer is the Vice-President and Corporate Secretary at the Canadian Investor Protection Fund. She is Chair of the Toronto Centre (TC) Securities Advisory Board, and a long serving multilingual TC Program Leader. She also serves as a Securities Expert for the International Monetary Fund, and was previously Chief Operating Officer and Deputy Director at FAIR Canada.
Ms. Singer has also held several positions at the OSC, including: Senior Advisor, International Affairs and Legal Counsel, Corporate Finance. She began her career over 20 years ago at McMillan LLP.
Leslie Wood is a Charted Professional Accountant and former senior executive in the investment fund industry bringing over 25 years of experience. She has successfully completed several mutual fund acquisitions, product re-engineering, systems integration and conversions, brand and distribution development, and oversight of all back-office operations and new product launches. Ms. Wood retired in 2016 and now serves on multiple Independent Review Committees.