Sloan is President and Partner in the Family Office Services group at Fuller Landau. He has over 15 years of experience providing objective advisory services to high net worth individuals and their families to help preserve and growth their wealth. Sloan helps his clients design and implement wealth management and tax strategies that, in turn, minimize their taxes for the year. He provides knowledge on a wide range of financial areas, including investment portfolio asset allocation and manager recommendation, insurance, tax planning, and wills and estates.

Clients often describe Sloan as focused, responsive, and personable.  By walking them through complex issues, he provides his clients with a peace of mind that their decisions are beneficial for growing their personal and familial wealth.

Having recently obtained his FAMILY ENTERPRISE ADVISOR™ (FEA) designation, Sloan has enhanced his ability to help multi-generational family enterprises navigate areas such as family communication, effective governance structure and thoughtful continuity planning.

He is also sits on the Baycrest Centre Foundation Investment Committee and Audit and Finance Committee, and has been part of the Robins Hebrew Academy Investment Committee since 2012.  In his spare time, Sloan enjoys playing sports and spending time with his family and friends.

Academic Achievements, Memberships, and Professional Designations

  • Member, CPA Canada
  • Member, CPA Ontario
  • Financial Planning Standards Council
  • The Society of Trust and Estate Professional (STEP)
  • Family Enterprise Xchange (FEX)
  • Graduate Diploma in Public Accountancy – McGill University
  • Bachelor of Commerce, Accountancy – Concordia University

Community Initiatives/Organizations

  • Baycrest Investment Committee and Audit and Finance Committee
  • RHA Investment Committee

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)

Sloan Levett

CPA, CA, CFP, TEPPartner, Family Office 416-645-6581 slevett@fullerllp.com

Practice Areas

  • Family Office Services
  • Succession Planning

Industries

  • Finance and Insurance

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Fuller Insights

Is It Time to Explore if Family Office Services are Right for You?

Sloan Levett • May 29, 2018

Managing your wealth can be a job in and of itself. After all, it is a precious and finite resource, and like any resource, wealth takes time and expertise to manage efficiently. When your personal wealth reaches a certain threshold, your wealth management needs may become significantly more complex.

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Wealth Management and Family Values: The Importance of Communication in High-Net-Worth Families

Sloan Levett • January 19, 2018

When it comes to effectively protecting, managing, and building your wealth, open lines of communication and a solid understanding amongst family members is key. A full-service Family Office can serve as a facilitator of meaningful discussions to ensure family values are fully aligned with your fiscal objectives. Open communication with your family can help to

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4 Signs You Need Family Office Services

Sloan Levett • November 20, 2017

The Canadian economy has been thriving recently, and more specifically, the Greater Toronto Area and Hamilton regions have been experiencing a particularly prosperous period. The markets are strong, unemployment is low, and businesses are growing. While this is an excellent sign for business owners, investors, and high-income professionals, it also means there may be many

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