Family Transitions Day 2022, session 3 speaker: Melanie Russell – Everything You Need to Know About Trusts – Valuing Trusts

Everything You Need to Know About Trusts - Valuing Trusts Family Transitions 2022 CFDS Advanced Education Day Session 3 speaker: Melanie Russell
Family Transitions Day 2022, session 3 speaker: Melanie Russell – Everything You Need to Know About Trusts – Valuing Trusts

Discover the twists and turns of trusts that impact valuation of net family property.

With the wide variety of trusts used today, there is a lot to learn for couples creating cohabitation contracts or splitting up. 

Melanie is the founder of Kalex Valuations Inc. and began professional practice in 1985, which includes several years of industry experience. Throughout her professional career she has been involved in many assignments for a variety of public and private companies of various sizes and across many industries, obtaining her training at two of the largest international accounting firms in the industry. Melanie placed second in Canada on the CICBV membership examination. She founded Kalex Valuations Inc. in 1996.

Ms. Russell has been active in teaching business valuations and related topics since 1987 at various universities and professional organizations.  She runs the premiere preparatory course for CBV students in Canada taking their national Membership Qualification Examination. She has written various articles, taught professional courses and had many public speaking engagements on matters relating to business valuations and related topics.

Ms. Russell has qualified as an expert witness in the Ontario Court of Justice, the Ontario Superior Court, the Federal Court of Canada, the Chartered Professional Accountants of Ontario (“CPAO”, formerly Institute of Chartered Accountants of Ontario) Discipline Committee (which determines whether members should be charged with offences as brought by the CPAO’s Professional Conduct Committee) and the Investment Dealers’ Association.

She has qualified as an expert in the areas of business/asset valuation, quantification of damages, income determination and forensic accounting. She has also acted as an accounting expert in arbitration, mediation, mediation/arbitration and other alternative dispute resolution proceedings (e.g., collaborative practice), and negotiated a number of buy/sell transactions.

Professional Designations

•             Chartered Accountant (CPA, CA)

•             Chartered Business Valuator (CBV) – second highest mark in Canada

•             Certified Investment Manager (CIM)

•             Certified Fraud Examiner (CFE)

•             Certified in Financial Forensics (CFF)

•             Accredited in Business Valuations (ABV)

•             Certificate Program in Dispute Resolution

•             Collaborative Family Practice

•             International Valuation Standards (IVS)

Melanie will be speaking to financial advisors and Chartered Financial Divorce Specialists 2:45 – 4:15 pm June 7.

Full details and registration click here