Sloan Levett

Sloan Levett, CPA, CA, CFP, TEP, FEA, began their work experience as the Director of Finance at TLT Investments, an associated entity of the Woodbridge Company Ltd., in October 2000. They held this position until September 2004. Following this role, Sloan Levett became the President of Fuller Landau Family Office Services Inc. in October 2004. In this position, they provided objective financial advisory services to a select group of successful individuals and families, offering a range of customized services including asset allocation selection, investment portfolio advisory and management, tax planning and compliance, cash flow planning and financial consulting, insurance advisory, and will and estate planning. Additionally, they provided family consulting services involving communication, governance, and succession planning. The end dates for Sloan Levett's role at Fuller Landau Family Office Services Inc. are not available.

Sloan Levett, CPA, CA, CFP, TEP, FEA holds a Bachelor of Commerce (B.Com.) in Accounting from Concordia University and a Diploma in Accountancy from McGill University. In 2020, Sloan obtained a Family Enterprise Advisor (FEA) certification from the Ivey Business School at Western University. Additionally, Sloan has certifications as a Certified Financial Planner (CFP) from FP Canada and as a Trust and Estate Practitioner (TEP) from STEP Canada.