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

Natalie was called to the Ontario Bar in 2006.  She has been practicing family law for roughly 12 years.  She graduated from Osgoode Hall Law School in 2005.  In 2002, she earned a Bachelor of Arts with Honours from York University, having double-majored in Sociology and Law & Society.   She graduated (cum laude) with distinction on the Dean’s List in the top 5% of the student body.

Natalie has significant experience negotiating and drafting domestic contracts, including cohabitation agreements, marriage contracts, and separation agreements. Her practice involves helping clients resolve the issues of property division, divorce, child and spousal support, custody and access. She also provides advice in relation to step-parent adoptions. She has strong litigation skills and significant experience advocating for her clients at various provincial and superior court locations across Ontario and helped prepare for Court of Appeal appearances. 

While litigation is sometimes necessary, particularly when power imbalances exist between parties or there is a lack of co-operation on the part of the opposing party, when appropriate, Natalie encourages clients to engage in alternative dispute resolution processes which can be cost-effective and help clients to maintain control over the outcome of their family law matters.  Natalie is a certified collaborative family law lawyer, an active member of Collaborative Practice Toronto, York Collaborative Practice and the Family Dispute Resolution Institute of Ontario (FDRIO), having served on FDRIO’s Board of Directors from 2015-2017. 

Natalie is a mother of an energetic 19-month old.  When she is not at work, she is happiest at play or rest with her daughter who is the light of her life.

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

Jennifer practices in all aspects of family law with a focus on partnering with clients to continually enhance services. Jennifer joined KRMC in 2014, bringing with her significant litigation experience before the various levels of court in Ontario.

Early in her legal career, Jennifer has had the opportunity to conduct hearings for both appeal matters and trials. Jennifer has assisted clients in all stages of the family court process. Her hands-on experience has provided her with the knowledge and ability to guide her clients through the court process.

Jennifer also helps advocate for clients outside of court, using the various methods of alternative dispute resolution including the collaborative family law process. Many clients appreciate collaborative family law because they can customize the process based on what is important to their particular family. She has assisted clients with mediation, negotiation, and the drafting of domestic contracts (cohabitation agreements, marriage contracts, and separation agreements) when their current arrangements are not comprehensive enough for their needs.

Jennifer first developed an interest in family law during her second and third year of law school when she secured a position at the Family Law Information Centre. Here, she assisted senior counsel and gained broad exposure to the various contexts in which family matters arise, including those involving domestic violence concerns.


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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