Your Stewards and AdvisorsWe augment your family's financial strategy with philanthropic significance.
Founder and Principal
Specialist in estate planning, corporate and personal income tax integration and intergenerational wealth transfers. Formerly, a 23-year career as a Senior Tax Partner with KPMG. Frequent keynote speaker on impact of family wealth, tax and estate planning for affluent families.
Expert in tax, estates and trusts, and implementing integrated wealth management solutions for affluent families. Formerly, Assante Wealth Management and KPMG. Frequent speaker and presenter on tax and estate planning.
James joined Michael Vukets & Associates in 2012. With experience at Goldman Sachs and Deloitte, James is able to bring a broad range of experience to his clients. Currently James is focused on creating integrated wealth management solutions such as the transfer of intergenerational wealth and the creation of philanthropic capital for affluent Canadian families.
Principal at Santoro Financial Group and a consistent qualifier for the Million Dollar Round Table association, Steve brings over 10 years of experience in creating and executing integrated financial plans for affluent clients. Formerly, one of the top advisors for Freedom 55 Financial, he was recognized six times for excellence and leadership.
Sales and Service Associate
Vice-President, Private Banking