Doucet McBride LLP

Harold is the chair of the financial advisory group of Doucet, McBride LLP. Harold Geller is an expert on legal issues affecting financial intermediaries.  

Harold sues and defends financial advisors in loss recovery actions.

Harold assists Dealers, MGAs, Branch Managers, Compliance Officers and Advisors with their compliance, regulatory and negligence issues.  

Harold also helps financial intermediaries with their internal business issues including buying and selling books of business and their clients’ legal issues including succession planning, retirement planning and estate issues.  

Harold is a well known industry commentator, a CE.

Harold was a member of the FPSC committee that reviewed and updated the Standards of Professional Responsibility for CFP Professionals and FPSC Registered Candidates and Advocis’ Institute CE Accreditation Task Force.  Harold is member of Advocis, CiFPs and CALU (Associate).  He is also a long time member of the governing council of the Canadian Bar Association (Ontario).