45 St. Clair Ave. West, Suite 600
Toronto, Ontario, M4V 1K9
Tel: (416) 925-7400 Fax: (416) 925-7464

Kimberly A. Whaley, CS, TEP, LLM

Kimberly A. Whaley

Kimberly A. Whaley is the founding partner at WEL Partners.

Kimberly's firm is ranked nationally by Canadian Lawyer as one of the Top 5 Trusts and Estates Boutique firms in Canada; and has been recognized since 2012 by Global Law Experts, receiving International awards in Trust and Estate Law.

Kimberly was inducted as a Distinguished Fellow of the Canadian Centre for Elder Law (CCEL) in Vancouver, 2012.

Kimberly was designated as a Certified Specialist in Estates and Trusts Law by the Law Society of Upper Canada in 2006 and has been peer selected annually since 2008 for inclusion in Best Lawyers in Canada in the practice area of Estates and Trusts. Kim was chosen by Lawday Leading Lawyers as one of the top 60 leading lawyers in Canada in Estates and Trusts. Kim is also a Solicitor of the Supreme Court of England and Wales.

She was given the Martindale-Hubbell – BV Distinguished Rating in both Legal Ability and Ethical Standards. Kim is Lexpert ranked in the Canadian Legal Lexpert Directory, an acknowledgement of excellence by peers and colleagues.

Kimberly was awarded the OBA-Hoffstein Book Prize Award in 2009, recognizing contributions and achievements by Members of the OBA in Wills, Trusts, Estates, Writing and Teaching.

Kimberly is a Past-Chair of the OBA Trusts & Estates Executive, and Executive Member of the CLE and Institute Executives. Kim is currently a member of the CBA Elder Law Section and an Executive Member, OBA Awards Committee. She is on the Expert Advisory Focus Group for the Law Commission of Ontario (LCO) Law Reform Project as it relates to Ontario’s Capacity and Guardianship Laws and to RDSPs. Kim is the Toronto Branch Chair of The Society of Trust and Estate Practitioners (STEP), Toronto, and as such a Director of STEP CANADA. Kim has also been Program Officer, Toronto and is designated as a full member of STEP Worldwide as a Trust and Estate Practitioner, TEP.

Kimberly is an honourary committee member of The Professional Advisory Group of the Baycrest Foundation. Kimberly is a member of the Estate Planning Council of Toronto. Kimberly has been on the Estate List Users Committee of the Ontario Superior Court of Justice at Toronto since its inception in 2003.

Kimberly taught Appellate Advocacy as an adjunct professor at Queen’s University where she received the Queen's University Special Lecturer Award and at the University of Toronto. She has also taught at the Bar Admission Course at Osgoode, and regularly presents at Continuing Legal Education programs for lawyers, in-house financial institutions, Institute of law Clerks of Ontario (ILCO), hospitals, accountants, financial advisors and other organizations and foundations, universities and colleges. Kim maintains a teaching affiliation with the University of Toronto and recently taught classes on the subject of ‘Capacity’ together with Laura Watts in a gerontology course on Law and Aging and on Financial Abuse of the Elderly.

Kimberly participanted in the Senior's Roundtable, Ontario Securities Commission "Focus on issues facing seniors managing investments and retirement income" and contibuted to the Minister of State for Seniors The Honourable Alice Wong’s Financial Elder Abuse discussion group on "Bill S-4, The Digital Privacy Act (amendments to the Personal Information Protection and Electronic Documents Act (PIPEDA) and related issues" as well as particpating Expert Advisory Panel Focus Group for the Law Commission of Ontario’s "Law Reform Project and consultation as it relates to legal capacity and Ontario’s Capacity and Guardianship Laws and to RDSP’s".

Recognitions

Certified Specialist Canadian Lawyer Top 5 Estates and Trusts Firms Lexpert Ranked Best Lawyers

Publications

Recent Articles

Kimberly A. Whaley

Personal

Kimberly is the mom of teenager Sammi. Kim has a new affection for cycling and a renewed interest in photography after a long lapse and is now experimenting with her new Nikon D800. Kim also runs marathons in her spare time and is taking guitar lessons for the first time.

Memberships

Prior Experience

kim@welpartners.com
(416) 355-3250

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