Trust and Estates for Financial Professionals

20 Oct 2020, 8:30 AM

8.5 CPD hours

$295

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Course Description

Please note that this is a full day event and will be held at the Donalda Club. The structure of the event is as follows:

  • Registration & light breakfast – 8:30 a.m. to 9:00 a.m.
  • Presentations - 9:00 a.m. to 5:30 p.m. (lunch at 12:30 p.m.)


If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 


Course Walkthrough

  • Certificate: Trust and Estates for Financial Professionals
  • Feedback / comments

About the Instructor(s)

Picture of Kimberly Whaley
Kimberly Whaley

KIMBERLY A. WHALEY, CS, TEP, LLM, Founding Partner, WHALEY ESTATE LITIGATION PARTNERS (a litigation firm in Toronto, practicing throughout Ontario and repeatedly ranked by Canadian Lawyer as one of Canada’s Top 5 Boutique Trusts & Estates Firms and now in the Top 10 category), practices in the areas of Estate, Trusts, Fiduciary Litigation including Power of Attorney Disputes, Accounting Applications, Guardianship, Claims for Dependants’ Support, and Elder Law.

Kimberly is designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Ontario and is recognized as a leading practitioner by Chambers, Lexpert, Lawday, Best Lawyers, Martindale‐Hubbell and Canadian Lawyer. Kimberly has held various executive positions with the Society of Trust and Estate Practitioners Worldwide (STEP) and holds the designation as TEP, the OBA and CBA. She is the immediate Past Chair of the CBA Elder Law Section and current Chair of the OBA Elder Law Section. Kimberly is a frequent lecturer and has been an Adjunct Professor at the University of Toronto, Queen’s University and Western University.

Kimberly regularly presents and chairs programs with the Law Society of Ontario, the Canadian Bar Association, and the Ontario Bar Association. Kimberly is an active leader in the community in her elder law initiatives serving as Civilian Co‐chair on a Toronto Police Services Consultative Committee, and sits on the Ontario Securities Commission Seniors Expert Advisory Committee. Kimberly is a member of The International Academy of Estate and Trust Law (TIAETL).

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