Sloan Levett
Partner and Practice Lead, Family Office Services 416-645-6581 slevett@fullerllp.com
"I’m proactive, honest, and dedicated to developing a deep professional and personal relationship with you so I can help support you in making decisions to successfully sustain your wealth. "

Practice Areas

  • Family Office
  • Succession Planning

Industries

  • Finance and Insurance

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I am Partner and Practice lead of the Family Office group at Fuller Landau, and I have over 15 years of experience providing objective advisory services to successful individuals and their families to help preserve, manage and grow their wealth.

I help my clients design and implement customized wealth management solutions in an integrated fashion. I provide strategic support in a wide range of financial areas, including investment portfolio asset allocation and manager selection, insurance, tax planning, philanthropy, and wills and estates.

My clients describe me as focused, responsive, and personable, and my practice is to walk clients through complex issues and give them the comfort and peace of mind that they’re making measured and well-reasoned decisions based on their goals and values.

I’ve recently obtained my FAMILY ENTERPRISE ADVISOR™ (FEA) designation, which enhances my ability to help multi-generational family enterprises navigate areas such as family communication, effective governance structure, and thoughtful continuity planning.

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)
  • McGill University: Graduate Diploma in Public Accountancy
  • Concordia University: Bachelor of Commerce, Accountancy

Community initiatives and organizations

  • Baycrest Investment Committee and Audit and Finance Committee
  • Robins Hebrew Academy (RHA) Investment Committee

Publications

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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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