Sloan Levett

Sloan Levett, CPA, CA, CFP, TEP

Partner

Email: slevett@fullerllp.com

Direct Line: (416) 645-6581

Connect:

Profile

Sloan is a partner in our Advisory practice and President of Fuller Landau Family Office Services. In this role, he leads the firm’s family office initiatives, which include independent and objective investment portfolio advisory, insurance advisory, will and estate planning, and related tax strategies which ensure total alignment with our clients’ best interests. Sloan has extensive experience designing and implementing wealth management and tax strategies including asset allocation and tax deferral/minimization to high net worth individuals. He maintains a conservative yet highly strategic approach to wealth optimization strategies. Sloan is widely recognized for his expertise and knowledge of Family Office Services and is regularly quoted in the national media.

“At Fuller Landau, we take a 360-degree view of your business and personal finances and recommend solutions that not only help build value in your business but also drive your personal net worth.”

Publications

  • Globe and Mail quotes Sloan Levett in article, “Baby boomers face a new, lean inheritance reality” (July 31, 2012)
  • “The Magic Number – Do You Have Enough Money to Retire?” (Bakers Journal, July 2012)
  • Windfall of Inheritance, the cash needs to me managed (March 1, 2012)
  • The Tricky Job of Preserving Capital (April 15, 2011)
  • Globe and Mail quotes Sloan Levett of Fuller Landau in article titled “Five ways to trim investor-related costs” (January 16, 2009)
  • Globe and Mail quotes Sloan Levett of Fuller Landau in article titled “TSX to resume trading Thursday” (December 17, 2008.)
  • “Tax Free Savings Account – What’s it all about”, (Raison d’Etre, Fall/Winter 2008)
  • Report on Business quotes Sloan Levett in article, “Stock market rout continues” (November 6, 2008)
  • Globe and Mail quotes Sloan Levett in article, “Nervous investors bombard advisors” (October 9, 2008)
  •  “An Inspiring Succession Planning Case Study” (Raison d’Etre, Fall/Winter 2008, co-authored with Bruce Roher)
  • “Multi-Family Office – What Is It and Is It Right for You?” (Raison d’Etre, Spring 2008)
  • “The Magic Number – Do You Have Enough Money to Retire?” (Raison d’Etre, Winter 2007)
  • “Income Trusts – Can You Trust Them?” (Raison d’Etre, Summer 2005)
  • Financial Post features Sloan Levett in article, “Can this Man Save Your Millions?” (2005)
  • “You’re Never too young to Start Saving” (Raison d’Etre, Winter 2004)
  • “The Benefit of Individual Pension Plans” (Raison d’Etre, Winter 2004)

Practice Areas

  • Family Office Services
  • Succession Planning

Industries

  • Finance and Insurance

Academic Achievements, Memberships and Professional Designations

  • Concordia University – Bachelor of Commerce, Accountancy
  • McGill University – Graduate Diploma in Public Accountancy
  • Institute of Chartered Accountants of Ontario
  • Financial Planning Standards Council

Community Initiatives/Community Organizations

  • Baycrest Investment Committee
  • RHA Investment Committee
  • Family Firm Institute Board Member