Printed . This content is updated regularly, please refer back to https://bcfsa.ca to ensure that you are relying on the most up-to-date resources.
Advisory Groups
Select the section you’d like to navigate to.
Accordion items
BCFSA is committed to an open, transparent, and collaborative approach to stakeholder engagement that involves all stakeholders and ensures broad input and perspectives to inform its direction when developing regulatory guidance or initiatives.
BCFSA’s advisory group framework for industry engagement enhances dialogue and transparency between the financial services regulator and representatives of its regulated segments. This framework creates opportunities for input on both strategic and technical levels through the establishment of Industry Roundtables, Technical Working Groups and Focus Groups.
Technical Working Groups
Technical Working Groups (“TWGs”) are a key element in BCFSA’s consultation processes, helping to enhance the efficiency and effectiveness of regulatory initiatives.
TWGs are ad-hoc committees composed of external subject matter experts who are invited to provide their perspectives on a proposed regulatory initiative and to identify potential issues, risks or unintended consequences that could result. Technical Working Groups are guided by Terms of Reference which are made available on BCFSA’s website, along with a list of members.
Technical Working Groups are advisory in nature. BCFSA will consider input from these groups in the development of regulatory initiatives. However, input from working groups may or may not result in action or policy change.
Focus Groups
Focus Groups are a key element in BCFSA’s consultation processes, enhancing the efficiency and effectiveness of regulatory initiatives. Convened on an ad-hoc basis, these small, facilitated discussions focus on specific regulatory topics. A list of Focus Group members is published on BCFSA’s website for transparency.
Focus Groups provide input in the development of regulatory initiatives. However, this input may or may not result in immediate action or policy changes.
Industry Roundtables
Industry Roundtables enable BCFSA to hear directly from leaders of regulated entities and licensees about their perspectives on strategic and emerging issues within their industries. These annual facilitated discussions focus on the issues and trends impacting each segment and the potential regulatory implications of those issues.
Industry Roundtables are advisory in nature. BCFSA will consider input from these groups in the development of regulatory initiatives and priorities that can be integrated, as applicable, in the Regulatory Roadmap. However, input from roundtables may or may not result in action or policy change.
Appointments to Industry Roundtables are made through an open, transparent and merit-based application process posted on BCFSA’s website. Members are selected based on their relevant skills, experience, knowledge and perspectives.
BCFSA has established a Credit Union Roundtable and a Real Estate Roundtable. In 2025, BCFSA plans to convene a Pensions Roundtable, followed by the establishment of a Mortgage Services Roundtable in 2026.
Current Roundtables
The Credit Union Roundtable provides BCFSA with industry perspectives on strategic and emerging issues within the credit union segment and the potential regulatory implications of those issues, to inform the development of BCFSA’s regulatory priorities.
The six appointed members of the Credit Union Roundtable meet annually with BCFSA, providing an opportunity for dialogue about emerging issues and trends. Members participate in discussions to identify emerging issues, trends, and business practices, provide evidence-informed insights related to the credit union segment, contribute expert knowledge and practical experience to inform the development of policy and offer feedback on BCFSA regulatory initiatives. To learn more about the mandate of the Credit Union Roundtable, the appointment process, and the membership, please review the Terms of Reference.
Roundtable Members
- Wellington Holbrook, President and CEO, Vancouver City Savings Credit Union
- Carol Ann Northcott, Chief Risk Officer, Central 1 Credit Union
- Brian Harris, Chief Executive Officer, Interior Savings Credit Union
- Barry Delaney, Chief Executive Officer, Salmon Arm Savings and Credit Union
- Hardeep Bains, Chief Executive Officer, Khalsa Credit Union
- Mark McLoughlin, Chief Executive Officer, Kootenay Savings Credit Union
Supporting Documents
The Real Estate Roundtable provides BCFSA with industry perspectives on strategic and emerging issues within the real estate segment and the potential regulatory implications of those issues, to inform the development of BCFSA’s regulatory priorities.
The ten appointed members of the Real Estate Roundtable meet annually with BCFSA, providing an opportunity for dialogue about emerging issues and trends. Members participate in discussions to identify emerging issues, trends, and business practices, provide evidence-informed insights related to the real estate segment, contribute expert knowledge and practical experience to inform the development of policy, and offer feedback on BCFSA regulatory initiatives.
To learn more about the mandate of the Real Estate Roundtable, the appointment process, and the membership, please review the Terms of Reference.
Roundtable Members
- Chuck Bennett, Managing Broker/Owner, Bennett Family Real Estate
- Chantal Kowalski, Managing Broker, Unison Jane Hoffman Realty
- Robert Lacerte, Managing Broker, RE/MAX Nyda Realty
- David Langlois, Managing Broker, Macdonald Realty
- Deborah Moore, Managing Broker, Breakwater Realty Inc.
- Geoffrey Rosen, Managing Broker, Quay Pacific Property Management
- Delia Schatz, Managing Broker, Breakside Real Estate Group
- Jens Sigvardt, Managing Broker, Omnium Mergers and Acquistions Inc.
- Kristy Tamburri, Managing Broker, Proline Management
Supporting Documents
Meeting Summaries
June 2025 Meeting Summary (will open in a new tab)The Pensions Roundtable provides BCFSA with industry perspectives on strategic and emerging issues within the pension segment to inform the development of BCFSA’s regulatory priorities.
The appointed members of the Pensions Roundtable will meet annually with BCFSA, providing an opportunity for dialogue about emerging issues and trends. Members will participate in discussions to identify emerging issues, trends and risks, provide evidence-informed insights related to the pension segment, contribute expert knowledge, and practical experience to inform the development of policy and offer feedback on BCFSA regulatory initiatives. To learn more about the mandate of the Pensions Roundtable, the appointment process, and the membership, please review the Terms of Reference.
Roundtable Members
- Murray Campbell, Lawson Lundell LLP
- Troy Clifford, Public Service Pension Plan Board of Trustees
- Gregory Heise, George & Bell Consulting
- Tee-Jay Horne , West Fraser Mills
- Chelsea Kittleson, Municipal Pension Plan
- Neil Lloyd, Mercer
- Renee Martin, Smythe LLP
- Barbara Sanders, Simon Fraser University
- Satinder Sidhu, BC Hydro
- Kevin Smiley, IWA Forest Industry Pension Plan
- Douglas Stafford, TELUS Health
- Randi Topp, University of Victoria
- Arthur Van Pelt, United Food and Commercial Workers Pension Plan
- Aaron Walker-Duncan, BC Pension Corporation
Supporting Documents
- News Release: BCFSA Launches New Pensions Roundtable
- Terms of Reference (will open in a new tab)
- Application Form (will open in a new tab)
Meeting Summaries
May 2025 Meeting Summary (will open in a new tab)