A.             In-Person Focus Groups Held

  1. Focus group for members of the trusts and estates bar and staff lawyers from legal clinics hosted by the Law Commission of Ontario in partnership with ARCH Disability Law Centre, held February 6, 2014.
  2. Focus group for community and advocacy organizations hosted by the Law Commission of Ontario in partnership with ARCH Disability Law Centre, held February 6, 2014.
  3. Focus group for self-advocates and their family and friends hosted by the Law Commission of Ontario in partnership with Community Living Ontario and PooranLaw, held February 10, 2014.
  4. Focus group for self-advocates and their family and friends hosted by the Law Commission of Ontario in partnership with the Developmental Services Partnership Table, Ministry of Community and Social Services, held February 13, 2014.
  5. Focus group for self-advocates and their family and friends hosted by the Law Commission of Ontario in partnership with the Schizophrenia Society of Ontario, held February 18, 2014.
  6. Focus group for financial institution employees hosted by the Law Commission of Ontario in partnership with the Bank of Montreal, held February 19, 2014.
  7. Focus group for self-advocates and their family and friends hosted by the Law Commission of Ontario in partnership with l’Association pour l’intégration sociale d’Ottawa, held February 21, 2014.
  8. Focus group for self-advocates and their family and friends hosted by the Law Commission of Ontario in partnership with the Peterborough Poverty Reduction Network, held February 27, 2014.

 

B.              Individuals and Organizations Consulted

  1. Al Etmanski Co-Founder of Planned Lifetime Advocacy Network (PLAN)
  2. ARCH Disability Law Centre (Executive Director Ivana Petricone)
  3. Bank of Montreal (Vice-President PCG Compliance, Legal, Corporate and Compliance Group Martin A. Villeneuve)
  4. Barry Corbin (Corbin Estates Law Professional)
  5. Canadian Association for Community Living (Executive Vice-President Michael Bach)
  6. Canada Revenue Agency (Director Registration Division Chantal Paquette, Director Policy and Communications Division Janice Laird, Manager Specialty Products Policy Section Mark Legault, Manager RDSP and RESP Products Lorraine Veilleux, Technical Policy Advisor Speciality Products Policy Section Christina O’Quinn, Technical Policy Advisor Compliance Division Registered Plans Directorate Marc Jolicoeur and Senior Program Analyst Sarah Varan)
  7. Capacity Assessment Office, Ministry of the Attorney General (Ontario) (Program Coordinator Hilary Callin)
  8. Centre for Addiction and Mental Health (Senior Legal Counsel Nyranne Martin and Senior Policy Analyst Roslyn Shields)
  9. Community Living British Columbia (Manager Policy and Program Development Tamara Kulusic)
  10. Community Living Ontario (Donner Civic Leadership Fund Fellow Dr. Elisa Mangina)
  11. Consent and Capacity Board (Ontario) (Acting Counsel Isfahan Merali, Vice-Chair Lora Patton and Registrar Lorissa Sciarra)
  12. Curateur public (Quebec) (Strategic Planning Officer Strategic Planning and Research Bureau André Bzedera)
  13. D’Arcy J. Hiltz Barrister and Solicitor
  14. Employment and Social Development Canada (Manager Canada Disability Savings Program Sylvie Heartfield; Senior Policy Analyst Canada Disability Savings Program Russell Deigan; Director Programs Division Etienne-Rene Massie; Senior Analyst Canada Disability Savings Program Lisa Bacon; Manager Seniors, Life Course and Disabilities John Rietschlin; Economist Andrija Popovic; Senior Legislation Officer Canada Pension Plan Policy and Legislation Natasha Rende; Manager Litigation and Legislation Old Age Security Policy Kevin Wagdin; and Legislation Officer Litigation and Legislation Old Age Security Policy Julieta Alfinger)
  15. Finance Canada (Senior Chief Social Tax Policy Karen Hall, Chief Social Tax Policy Lesley Taylor, Director Tax Legislation Alexandra MacLean and Senior Tax Policy Officer Mausumi Banerjee)
  16. HIV and AIDS Legal Clinic Ontario (Community Legal Worker and Paralegal Jill McNall)
  17. Income Security Advocacy Centre (Research and Policy Analyst Jennefer Laidley)
  18. Legal Aid Ontario (Jayne Mallin)
  19. Lana Kerzner Barrister and Solicitor
  20. Lynn Kirshin Senior Policy Analyst Policy Department College of Physicians and Surgeons of Ontario
  21. Ministry of Health and Social Services (Yukon) (Manager Seniors’ Services and Adult Protection Unit Kelly Cooper)
  22. Ministry of Community and Social Services (Ontario) (Manager Income Support Policy Unit Ontario Disability Support Program Branch Darlene MacDonald Forsyth, Manager Policy Operations and Program Design Ontario Works Branch Gurpreet Sidhu-Dhanoa, Director Community and Developmental Services (former) Carol Latimer,  and Director Community and Developmental Services (former) Monica Neizert)
  23. Mississauga Community Legal Services (Community Legal Worker and RDSP Plan Holder Daniel Amsler)
  24. Newfoundland and Labrador Association for Community Living (Past President Ray McIsaac)
  25. Nidus Personal Planning Resource Centre (Executive Director Joanne Taylor)
  26. Office of the Public Trustee (Alberta) (Public Trustee Leslie Hills, Assistant Public Trustee Dana Kingbury and Director Legal Services C. Suzanne McAfee)
  27. Ombudsman for Banking Services and Institutions (Ombudsman Doug Melville)
  28. Ontario Agencies Supporting Individuals with Special Needs (OASIS) RDSP Group
  29. Ontario Caregiver Coalition (Executive Secretariat Joanne Bertrand)
  30. Ontario Medical Association (Legal Counsel Jennifer Gold)
  31. Planned Lifetime Advocacy Network (PLAN) (Director of Policy and Planning Joel Crocker)
  32. Public Guardian and Trustee (British Columbia) (Public Guardian and Trustee Catherine Romanko)
  33. Office of the Public Guardian and Trustee (Saskatchewan) (Public Guardian and Trustee Ron Kruzeniski)
  34. Royal Bank of Canada, RBC Law Group (Senior Advisory Counsel Suzanne Michaud and Senior Manager Registered Plans and Group Plans Don Osborne)
  35. Simon Fraser University (Professor, Associate Dean of Arts and Social Sciences and Director Applied Legal Studies Program Robert Gordon)
  36. University of British Columbia (Professor and Director School of Social Work Tim Stainton)
  37. University of Saskatchewan (Associate Dean Academic Doug Surtees)
  38. University of Sydney, Australia (Emeritus Professor Terry Carney)
  39. Vincent J. De Angelis Barrister and Solicitor


C.              Written Submissions Received

  1. Advocacy Centre for the Elderly (ACE)
  2. ARCH Disability Law Centre
  3. Canadian Association of Community Living, Community Living Ontario and PooranLaw
  4. Canadian Bankers Association

 

D.             Advisory Group Members

  1. Laura Addington, Bank of Montreal Financial Group
  2. Ann Elise Alexander, Canadian Imperial Bank of Commerce
  3. Saara Chetner and Risa Stone, Office of the Public Guardian an