Phil Smith acts as the Managing Director in Fuller Landau’s Family Office Services group. He specializes in providing wealth management, tax and estate planning, and consulting services to high net-worth individuals and their families. Phil also has previous experience in Canadian and U.S. tax planning, and the reorganization of corporate groups for small businesses.
Clients describe Phil as someone who is friendly, honest, and has a great sense of humour. He always rises to the challenge to exceed his clients’ tax and estate planning objectives. His clients also highly value his ability to offer alternative views, given his extensive experience. It comes as no surprise then, that Phil has previously won a prestigious client award for the work he does in helping his clients grow and preserve their wealth.
Outside the office, Phil sits on the Board of Directors for the Maple Downs Golf Course and is a member of the Finance Committee for the Holy Blossom Temple. He also lends his support to various charities, including the Israel Cancer Research Foundation and Sick Kids Hospital. In his free time, Phil enjoys reading a good book, playing golf, and spending time with his family.
Academic Achievements, Memberships and Professional Designations
- Member, Chartered Professional Accountants of Ontario
- Member, Chartered Professional Accountants of Alberta
- Bachelor of Commerce, University of Calgary