Chair Michael Worb CEO, Pal Benefits
Vice-Chair Jan Goddard Jan Goddard & Associates
Anil Kapoor Kapoor Barristers
Dave Kelly Group Head, Private Investment TD Bank Financial Group
Ian Roland Paliare, Roland, Rosenberg, Rothstein
Brian F.C. Smith President & CEO, WoodGreen Community Services
To Anh Tran Senior Vice President, Business Transformation & Technology DundeeWealth Inc.
Executive Director Ann Rosenfield (416) 645-6000 x 4004 Manager, Resource Development Susan Melnick (416) 645-6000 x 4005
Manager of Stewardship and Accountability Yunis Kariuki (416) 645-6000 x 4011
Chair Michael Worb is President & CEO of Pal Benefits Inc., a Canadian human resource consulting company that helps clients maximize the value of their human capital. Pal Benefits clients rely on Michael and his team for benefits, pension and compensation consulting counsel that is second to none. Michael is largely responsible for the successful growth of the company and has daily responsibilities for business strategy and new business development. He is also closely involved in the client management for a range of corporate accounts. He is a passionate industry leader and energetic speaker who is always ready to share his knowledge and contact base with his customers and colleagues. Michael gives back to his communities in his capacity as senior volunteer for several organizations including: • Canadian Pension and Benefits Institute (CPBI), Ontario Chapter – As Chair of CPBI’s Ontario Chapter, Michael is involved in the organization’s support of the pension and benefits industry through education, training, and the promotion of professional standards.
• The WoodGreen Foundation – As Foundation Chair, Michael’s priority is to achieve the Foundation’s fundraising mandate so WoodGreen Community Services can expand and fulfill its mission to “promote wellness and self-sufficiency, reduce poverty and inequality, and build sustainable communities.”
On a personal note, Michael is also busy raising his three children with his wife of 18 years. In his spare time, he is a skier, runner, and theatre-goer. [back to top]
Vice Chair
Jan Goddard, is a Toronto lawyer practicing in the fields of guardianship, estates and trusts, and estate litigation. She is former legal counsel to the Office of the Public Guardian and Trustee and formerly managed Intake, Screening and Investigations in that office, the department that reviews private guardianship applications. Jan worked as counsel on the Substitute Decisions Project that implemented the Substitute Decisions Act, 1992. Jan is a frequent speaker at continuing legal education programs on capacity, guardianship, power of attorney substitute decision-making and estate issues. She is a member of the executives of the OBA Trusts and Estates section and the CBA Elder Law section, and a Distinguished Fellow of The Canadian Centre for Elder Law. Jan has a long history of volunteering with WoodGreen Community Services, and is currently the vice-chair of The WoodGreen Foundation.
[back to top]
Anil Kapoor graduated from Osgoode Hall Law School in 1986 and is a member of the Law Society of Upper Canada. He practices criminal law, appeal and trials, and regulatory law primarily in the area of professional discipline as well as national security law. He has been an adjunct Professor at Osgoode Hall Law School having taught The Law of Evidence and Trial Advocacy. He is presently on faculty teaching Terrorism and Civil Liberties at the Osgoode Hall LLM program. He is a regular lecturer at Continuing Legal Education Seminars sponsored by the National Judicial Institute, Law Society of Upper Canada, Federal Department of Justice, Ontario Court of Justice education programs, Ontario Crown Attorneys’ Association, Criminal Lawyer’s Association and the Advocates Society. He has appeared numerous times before the Supreme Court of Canada, provincial courts of appeal in Ontario, British Columbia, Alberta and Saskatchewan. He authored Kapoor’s Criminal Appeal Review, a LexisNexis online publication from 1999 to 2005 as well as numerous other publications in various legal and academic journals. In 2006 he was appointed Commission Counsel to the Commission of Inquiry into the Investigation of the Bombing of Air India Flight 182 (the Air India Public Inquiry). In 2008 the federal government appointed Mr. Kapoor to a roster of Special Advocates who are security cleared to conduct National Security litigation pursuant to the security certificate provisions of the Immigration Refugee Protection Act and in a variety of other contexts. [back to top]
Dave is currently Group Head and Senior Vice-President at TD Waterhouse Private Investment Counsel and has over sixteen years of investment industry experience encompassing both the full service brokerage and the investment counselling industry.
His experience includes over ten years of executive experience at two of Canada’s five major banks leading investment and advice based businesses focused on meeting the needs of mass affluent and high net worth clients as well as corporate and not-for-profit clients.
Dave joined TD Waterhouse in January 2007 as Regional Vice-President and Market Leader for Private Client Group and has been responsible for leading the TD Waterhouse Private Investment Counsel business since August 2008.
In his role as Group Head and Senior Vice-President Private Investment Counsel, Dave is responsible for leading Canada’s largest discretionary money manager with over 11,000 clients, $14B in assets under management and 95 Portfolio Managers.
Dave graduated from the University of Guelph with an Honors B. Comm. in Management Economics in Industry and Finance, received his Canadian Investment Manager designation in 1998, Fellow of the Canadian Securities Institute designation in 1999 and completed his Master in Business Administration at the University of Toronto in 2006. He has also completed the Canadian Securities, Canadian Options Course and achieved the Professional Financial Planning designation. [back to top]
Ian Roland has a civil litigation practice that focuses on employment, partnership and commercial disputes and related matters. He also practices in the areas of administrative law, employment law and professional governance and discipline. Ian Roland is a Fellow of the American College of Trial Lawyers. He frequently represents senior executives in wrongful dismissal actions and he has a busy commercial litigation practice.
In the area of administrative law, Mr. Roland's expertise is in matters relating to health professionals, police governance and labour relations. He acts for private and public sector trade unions in both provincial and federal jurisdictions. He is counsel to the Discipline Committee of the College of Psychologists and acts as a prosecutor for the Royal College of Dental Surgeons of Ontario. He advises the College of Nurses of Ontario on complaints investigations and provides policy advice to its Executive Committee. He is general counsel to the Police Association of Ontario, and the Canadian Police Association, and he is special counsel to the Ontario Provincial Police Association. He also acts for numerous other police associations.
Mr. Roland regularly appears as counsel before the Ontario Divisional Court and Court of Appeal, and he has appeared before the Supreme Court of Canada.
During his more than 32 years of practice, Mr. Roland has been actively involved with the development of legislation, such as the Police Services Act, and regulations under the Nursing Act. In policy development, he has worked closely with the police sector in Ontario, and the College of Nurses of Ontario with respect to Complaints Investigation Procedures and the Quality Assurance Program. He has written and presented extensively on civil litigation, administrative law, professional governance and discipline, and employment and labour law.
He acted as counsel to the MacKenzie Valley Pipeline Inquiry, the Lysyk Inquiry, the Hospital for Sick Children at the Inquiry into baby deaths at the hospital, the Durham Regional Police Association at the Guy Paul Morin Inquiry, the Ontario Public Service Employees Union at the Walkerton Inquiry, and, most recently, as counsel to the Ontario Provincial Police Association and its members at the Ipperwash Inquiry. [back to top]
To Anh Tran is currently Senior Vice President, Business Transformation & Technology, at DundeeWealth Inc. Ms. Tran draws on almost two decades of experience creating and executing worldwide investment technology strategy and operations of call centers for largest North America’s corporations.
Before joining DundeeWealth in 2006, Ms. Tran held gradually senior positions at General Electric, including CIO and E-business leader for GE Canada and Global Executive CIO for GE Power Systems, based in Atlanta. Her skills were polished as Global VP Operations and CIO for a multinational in distribution of electronics and semi-conductor components. She has also held executive positions at Nortel Networks, Bell Canada, BCE and Sun Life Financial.
To Anh’s community activities include serving on Board of Trustees for Toronto Montessori Schools (TMS). She is a member of the Women’s Executive Network, and Women of Influence organization. In 2008, she was recognized by the CSTD (The Canadian Society for Training and Development) and nominated as Executive Learning leader. For the last 2 years, she was participating as speakers in THE CORPORATE STATE CANADA: A Women's CEO & Senior Management Summit and was co-chair in 2009.
Ms. Tran is Six Sigma certified and her breadth of expertise includes business process re-engineering, restructuring, and mergers and acquisitions. She received a Bachelor of Computer Science and Engineering from Concordia University in Montreal, Canada. Ms. Tran was born in Vietnam and is perfectly fluent in Vietnamese, English and French. [back to top]
A Gift to WoodGreen can Change a Life. Here are just a few examples...
more >
If you want to make a difference in your community, meet new people, gain new skills and work experience, and be part of a fantastic team, consider lending a hand at WoodGreen. more >