Course content

    1. Harvey Handelsman's Presentation

    2. Natalie's, Jennifer's, & Elise's Presentation

    1. Harvey Handelsman's Recording

    2. Natalie's, Jennifer's, & Elise's Recording

About this course

  • $59.00
  • 2.5 CPD hours
  • July 23, 2019

Course Description

There will be two topics covered during this webinar:

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.

Instructor(s)

Natalie Derbyshire

Natalie Derbyshire was called to the Bar of Ontario in 2006. She aspires to give clients peace of mind by giving them sound advice, helping them understand their options and giving them the tools and information to navigate a separation with confidence. She also strives to save clients money primarily by recommending dispute resolution processes, such as collaboration, mediation, and negotiation, as alternatives to court, whenever prudent, and formulating reasonable settlement positions.

She has served on the Board of Directors for FDRIO (Family Dispute Resolution Institute of Ontario) for several years. She is a member of the Equity, Diversity and Inclusion (EDI) committee for FDRIO and also the Co-Chair of the Family Violence (FV) Section of FDRIO.

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.

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

Elise Visco

Elise Visco has practiced exclusively in the area of family law since her call to the Bar in 2017. She joined Jacqueline M. Mills’ practice in 2019.

Elise attended Osgoode Hall Law School where she completed the Osgoode Mediation Intensive specializing in family law. During her second and third year of law school, Elise assisted low income clients with their family law matters through the Pro Bono Students Canada Family Law Project. She spent the summer after her first year in Freetown, Sierra Leone working with the Defence for Children International.

Prior to joining Ms. Mills’ practice, Elise was an associate in the family law group at a mid-sized Toronto law firm. She received a Bachelor of Science with a minor in Italian from the University of Guelph.