Life Settlements; and Helping Your Clients Protect Their Assets & Income

There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.5 PD hours. Please click the above link to see the topics and speakers for the evening. 


23 Jul 2019, 5:30 PM

3.5 CPD hours

$85

5 (2)

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Course Description

There will be two topics covered during this event:

1. Life Settlements 

    Speaker: Harvey Handelsman, CPA, CA of Canadian Life Settlements 

2. How to Help Your Clients Protect Their Assets and Income

    Speakers:  Natalie Derbyshire, LL.B., Jennifer Valliere, J.D., and Elise Visco, J.D. of Kronis, Rotsztain, Margles, Cappel LLP


This event will be held at the Donalda Club.  The structure of the event is as follows:

  • Reception (cash bar) – 5:30 p.m.
  • Dinner – 6:00 p.m.
  • Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.

The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

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

  • Harvey Handelsman's Presentation
  • Helping Your Clients Protect Their Assets Presentation
  • Harvey Handelsman's Recording
  • Elise, Jennifer & Natalie's Recording
  • Certificate: July 23, 2019 Evening Event
  • Feedback / comments

About the Instructor(s)

Picture of Natalie Derbyshire
Natalie Derbyshire

I elected to double major in Sociology and Law & Society for my undergraduate studies at York University.  In 2002, I graduated cum laude, obtaining a Bachelor of Arts degree with Honours and earning a grade point average that ranked me within the top 5% of my peers.  That Fall, I commenced Law School at Osgoode Hall. 

During my first year of Law School, a close family member of mine went through an acrimonious divorce involving custody, parenting, support and property issues.  This experience taught me that family law and issues arising from separation or divorce may impact individuals and their families on many levels.  This, coupled with my childhood experience of having a foster sister, made Family Law a natural choice as to the focus of my career.  I was determined to practice family law with a view to improving dispute resolution options for my clients and empowering them with knowledge to make good decisions to foster, insofar as possible, financial stability, long-term peace and happiness. 

The emotional, psychological, financial and social implications of divorce are palatable and far-reaching.  Everybody knows somebody that has gone through a divorce or separation and I doubt any of them could truthfully say that the experience was not transforming.  Having personally gone through a divorce, I appreciate the vast implications of the legal process and the value of a good support system, alongside trusted counsel.  Much of our personal identities are shaped and defined by family and friends, but most importantly, our ‘better half’.  Although we cannot control the behavior of others, we do have the power to love ourselves first, act with integrity and in the best interests of our children, speak our truth and set an example for our children that they will hopefully come to appreciate over time.

I am a certified collaborative practitioner and I aim to save clients money, primarily recommending dispute resolution processes, such as collaboration, mediation and negotiation, as alternatives to court, whenever prudent.  Still, there are some cases where litigation cannot be avoided and I do not hesitate to litigate, when necessary.  I have several reported cases at the Ontario Superior Court level, the results of which favoured my clients.  I empathize with clients and I wear my heart on my sleeve, but I am not to be under-estimated by my opponents.


Picture of Harvey Handelsman
Harvey Handelsman

Harvey Handelsman, CPA, CA
Chief Operating Officer
Canadian Life Settlements

Harvey is responsible for operations at Canadian Life Settlements. He graduated from the University of Toronto obtaining a Bachelor of Commerce. Subsequent to training with a major international CA firm, he successfully began his own practice in public accounting. He has assisted entrepreneurs in all phases of their enterprise, from start up to the sale of going concerns.

Harvey is a member of the Ontario and Canadian Institutes of Chartered Professional Accountants. His daily schedule includes being a study partner at his synagogue. He is involved in numerous charities, local and abroad.

Harvey and his wife, Sherry, have been married for over forty years and have six adult children and a numerous grandchildren. Harvey attempts staying in shape with a daily regimen of aerobics.


Picture of Jennifer Valliere
Jennifer Valliere

I have been practicing family law and civil litigation since my Call to the Bar in 2012, exclusively practicing in family law since 2014.

I practice in all areas of family law (except child protection), including parenting/custody/access, child support (table child support and Section 7 special or extraordinary expenses), spousal support, and simple and complex property division. 

I have significant litigation experience including managing files from the outset of the process in the Superior Court of Justice and the Ontario Court of Justice up to and including trial. I also have appellate experience in the Divisional Court.

Outside of Court, I routinely assist clients with mediation and binding arbitration, as well as the preparation of domestic contracts (cohabitation agreements, marriage contracts, and separation agreements).

I am passionate about family law as I get to help families every day. I do not take my job lightly – I understand that my work affects real families, with real needs. I treat my clients like individuals, each with a unique set of circumstances and concerns that matter to them.

Understanding that each client may have different goals, I guide my clients to find a process that will work for them. With this in mind, I became a certified collaborative family lawyer in 2016. Regardless of the process chosen, I strongly advocate for my clients and guide them through the process. 

Prior to joining Stanchieri, I worked for a full service mid-sized law firm who also shares Stanchieri’s client centred philosophy. 


Picture of Elise Visco
Elise Visco

Elise realized her passion for family law in her first year at Osgoode Hall Law School and actively pursued opportunities to gain experience in this area. She volunteered with PBSC Family Law Project in her second and third year of law school and completed the Osgoode Mediation Intensive specializing in family law. She also spent a summer in Freetown, Sierra Leone working for the Defence for Children International.


Prior to law school, Elise received a Bachelor of Science in Biological Science with a minor in Italian from the University of Guelph.
Elise summered and articled with KRMC before returning to the firm as an associate.

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