Harold is an expert on legal issues affecting retail investors, life insurance policyholders, and beneficiaries.
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.
Harold is a financial industry commentator, a continuing education provider, particularly with respect to regulations, rules, standards and ethics.
He is a member of the Financial Planning Association of Canada’s Regulatory Committee, the Actuarial Profession Oversight Board, and the Dementia-Friendly Professional Advisory Board. He is a former member of the Ontario Securities Commission’s Investor Advisory Panel and its OSC’s Seniors Expert Advisory Council, IIROC’s Arbitration Working Group, FSRAO’s Consumer Advisory Panel, and the former Chair of the OBSI’s Consumer and Investor Advisory Council. He has served for years on lawyer associations’ executive committees focused on Elder Law and on Life Insurance.