Philip Levinson, C.A., CSA
    E-mail: plevinson@zlc.net


As an alumni of a national firm of Chartered Accountants (C.A.), Philip moved into the entertainment industry in 1985 where his responsiblities included wealth management, strategic planning, mergers and acquisitions, divestiture, valuations, business affairs and corporate finance. He also has indepth income tax experience in structured finance and income tax assisted investments.

As a Certified Senior Advisor (CSA), Philip has an excellent insight into the unique issues and concerns facing the 55 plus age group.

The combination of his C.A. and CSA provides the appropriate knowledge required in his wealth management, retirement and estate planning practice.

Philip has been very active in community service, having been the president of a private school, serving on various other boards, and has coached soccer for many years.

 

 

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