Harold is an expert on legal issues affecting retail investors, life insurance policyholders, and beneficiaries.<\/p>\n
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Harold assists investors, insureds and their lawyers with the analysis of claims, prosecution and settlement of claims in the civil courts and the Ombudsman office for Banking Services and Investments. Harold has assisted over 1500 Canadians recover financial losses from banks, investment dealers, portfolio managers, life insurance agents, life insurance agencies and life insurers.<\/p>\n
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Harold is a financial industry commentator, a continuing education provider, particularly with respect to regulations, rules, standards and ethics.<\/p>\n
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He is a member of the Financial Planning Association of Canada\u2019s Regulatory Committee, the Actuarial Profession Oversight Board, and the Dementia-Friendly Professional Advisory Board.\u00a0 He is a former member of the Ontario Securities Commission\u2019s Investor Advisory Panel and its OSC\u2019s Seniors Expert Advisory Council, IIROC\u2019s Arbitration Working Group, FSRAO\u2019s Consumer Advisory Panel, and the former Chair of the OBSI\u2019s Consumer and Investor Advisory Council. He has served for years on lawyer associations’ executive committees focused on Elder Law and on Life Insurance.<\/p>\n","protected":false},"featured_media":7807,"template":"","meta":{"_acf_changed":false,"_exactmetrics_skip_tracking":false,"footnotes":""},"speaker-category":[94],"class_list":["post-7806","speaker","type-speaker","status-publish","has-post-thumbnail","hentry","speaker-category-symposium"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t