Sloan is a partner in our Advisory practice and President of Fuller Landau’s Family Office Services. In this role, he leads the firm’s Family Office initiatives, which include independent and objective investment portfolio, insurance, will and estate planning, and tax advisory services to select high net worth individuals and families. Sloan has extensive experience designing and implementing wealth management and tax strategies including asset allocation and tax deferral/minimization.

Clients appreciate the integrated, unbiased, and value-added approach that he brings to their personal and corporate finances, and know that they are in good hand with Sloan by their side. He is widely recognized for his expertise and knowledge of Family Office Services and is regularly quoted in the national media.

Academic Achievements, Memberships, and Professional Designations

  • Member, CPA Canada
  • Member, CPA Ontario
  • Financial Planning Standards Council
  • Graduate Diploma in Public Accountancy – McGill University
  • Bachelor of Commerce, Accountancy – Concordia University

Community Initiatives/Organizations

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

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, TEP Partner, 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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