Bethune is a faculty member of the Osgoode Certificate in Pension Law, a past faculty member of the Centre for Employee Benefits (Humber College), and has held leadership positions on a number of committees and councils in the industry. She is Executive Editor of the Morneau Shepell Summary of Pension Legislation in Canada, and coordinates publication of the Morneau Shepell Handbook of Canadian Pension and Benefit Plans. Ms. Whiston holds a B.A. from Western University (1983) and a J.D. from the University of Toronto (1986).
Mr. Paul Farley was reappointed as a member of the Financial Services Tribunal on February 5, 2016. He has practiced law for thirty-seven years and in April of 2016, retired as the Director of Investigations and Prosecutions at the Chartered Professional Accountants of Ontario, a self-regulating professional organization with over 80,000 members. Mr. Farley has more than thirty years of experience in administrative law and appears often before administrative tribunals and at all levels of the courts in Ontario on the prosecution of regulatory offences. He served as a Chair of the Advisory Board for the Financial Services Commission for 11 years.
Mr. Farley was advisor to the Board of the Alliance for Excellence in Investigative and Forensic Accounting from 2002 – 2004. He is presently an advisory member to the Board of Directors of Stevenson Memorial Hospital in Alliston, Ontario, having served six years as a Director. Mr. Farley continues his career in the law as a sole practitioner.
Mr. Anthony Fredericks has over 40 years of insurance experience, is a fellow of the Insurance Institute of Canada and a Canadian Risk Manager. Mr. Fredericks is the CEO for several companies, including A.M. Fredericks Underwriting Management Ltd., Canrisc Insurance Consulting and AMF Credit Corp.
A.M. Fredericks Underwriting Management Ltd. operates as a Managing General Underwriter, providing commercial insurance policies on behalf of domestic and foreign insurers. February 2018 marked the company’s 25th year in business. Canrisc Insurance Consulting Ltd. conducts borrower insurance reviews on behalf of financial institutions. The company has been in business for over 20 years. AMF Credit Corp. offers Commercial premium finance solutions for insureds across Canada. The company has been in business for 15 years.
In his spare time, Mr. Fredericks has spent 25 years teaching courses and marking final examination papers for the Insurance Institute of Canada.
Ms. Caroline (Cally) Hunt resides in Toronto and is Head, Finance Technology Transformation, Bank of Montreal. She is responsible for modernizing process and technology to support the role of Finance as a strategic partner in driving business performance. She is a member of the Chief Financial Officer’s Senior Executive Team, and the Bank’s Leadership Council on Inclusion and Diversity. Ms Hunt has been at the Bank of Montreal since 1996, in increasingly more senior roles in accounting and finance.
Ms. Hunt is currently the Chair of the Board of Trustees for Holland Bloorview Kids Rehabilitation Hospital.
Ms. Hunt received her LLB from the University of Western Ontario in 1980 and her Chartered Accountant designation in 1984. She was made a Fellow of the Ontario CPA Institute in 2013.
Ms. Audrey H. Mak was appointed as a member of the Financial Services Tribunal on November 2, 2016. With over 25 years of experience in pension law, Ms. Mak is currently the Vice-President, Pension Policy, Legal and Strategic Initiatives at the OMERS Administration Corporation (“OMERS”). Prior to this role, she served as the Associate General Counsel and Vice-President, Pension Legal at OMERS. Before joining OMERS in 2005, Ms. Mak was a partner at a national law firm where she practiced in the pension and benefits area. Ms. Mak was a member of the Financial Services Commission of Ontario Legal Advisory Committee from 2010 to 2016. She obtained her LL.B and her Honours B.A. (Economics) from Western University, and is called to the bar in both Ontario and British Columbia. Ms. Mak obtained her ICD.D designation from the Institute of Corporate Directors in June 2016.
Mr. Christopher Portner was appointed a member of the Financial Services Tribunal on August 17, 2017. He recently completed a six-year term as a Commissioner of the Ontario Securities Commission and, for the last two years of his term, was also the Lead Director of the Commission’s Board of Directors. Prior to joining the Commission, Mr. Portner was a senior partner of Osler, Hoskin & Harcourt LLP with extensive experience leading major transactions and providing governance and strategic advice to corporations in banking and financial services, pension and private equity investments and in the electricity, nuclear energy and major corporate real estate sectors. He also served as the Managing Partner of his firm for a term of five years and as a director of a number of public, private and not-for-profit corporations.
Mr. Faisal Siddiqi is a Principal and Consulting Actuary with Conduent HR Services in Toronto. He is the National Leader of the Wealth Practice which covers both the Investment Services and Retirement Services groups at Conduent Canada. He has been with Conduent since September 2010 and employed with other major actuarial consulting firms before then. He has been consulting on pension matters for over 25 years.
In his role, Faisal specializes in pension plan accounting, design, funding, risk management, and special events for defined benefit and defined contributions plans (mergers, windups, conversions, acquisitions, and divestitures). Faisal has been involved with all types of pension plans in the multi-employer, public sector and private sectors. He has helped many clients on the governance of their defined benefit and defined contribution arrangements to ensure company risks are minimized and pension committees operate using best practices.
Faisal is a graduate of the University of Waterloo with a Bachelor of Mathematics degree in Actuarial Science with a minor in Statistics and he is a Fellow of the Society of Actuaries and Canadian Institute of Actuaries.
He has participated in and is currently a member of many Society of Actuaries and Canadian Institute of Actuaries professional exam and pension industry committees: he is a member of FSCO’s actuarial advisory panel, vice-chair of the CIA’s Practice Committee reviewing actuarial standards across Canada, and he is the chair of the Society of Actuaries retirement exams on funding and investments. He is a frequent speaker at industry events (Benefits Canada, Conference Board of Canada, International Foundation, CIA and SOA actuarial meetings) and he has taught on pensions at various post-secondary institutions and has written many articles and blogs on pensions.
Ms. Jill M. Wagman was appointed a member to the Financial Services Tribunal on December 17, 2013. Ms. Wagman is a Principal with Eckler Ltd. and a qualified actuary (FSA, FCIA) with over 20 years of consulting experience. She joined Eckler in 1993 and was the retirement practice leader from 2003 to 2006. In 2012, Jill was elected Managing Principal of the firm and, in this role, she coordinates the efforts of all practice areas and the various offices throughout Canada and the Caribbean.
Ms. Wagman served as a member of the Actuarial Standards Oversight Council (ASOC), an independent body that oversees and provides input to the activities of the Actuarial Standards Board from 2009 to 2016, acting as Vice-Chair in 2015-2016. She has served as a member of FSCO’s Actuarial Advisory Committee, on the Canadian Institute of Actuaries (CIA) Committee on Relations with Other Professions, chaired the Workers’ Compensation Committee and was a member of the Committee on the Actuarial Valuation of Post-Employment Benefit Plans. She also chaired the Task Force on International Pension and Employee Benefit Standards and was the CIA representative to the International Actuarial Association’s Pension and Employee Benefits Committee. Ms. Wagman graduated with distinction from the University of Waterloo with an Honours Bachelor of Mathematics in 1990.
The Financial Services Tribunal meets quarterly.