Sloan is a partner in our Advisory practice and President of Fuller Landau Family Office Services.  In this role, he leads the firm’s family office initiatives, which include independent and objective investment portfolio advisory, insurance advisory, will and estate planning, and related tax strategies which ensure total alignment with our clients’ best interests.  Sloan has extensive experience designing and implementing wealth management and tax strategies including asset allocation and tax deferral/minimization to high net worth individuals.  He maintains a conservative yet highly strategic approach to wealth optimization strategies.  Sloan is widely recognized for his expertise and knowledge of Family Office Services and is regularly quoted in the national media.


Prior to joining Fuller Landau, Sloan acted as the wealth advisor for one of Canada’s wealthiest families.



 


 
Sloan Levett
Partner
Fuller Landau, LLP

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