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Steven Metallo is a Business Advisor and Partner at Zeifmans LLP. He also co-leads the High Net Worth Group at Zeifmans, which advises Canadian business families, entrepreneurs and management teams to create value and grow their business through a diverse range of services and customized strategies.
With over 20 years of experience in public accounting and tax, Steven advises family enterprises on all aspects of their business. As their trusted business advisor, Steven is often called upon by his clients to participate in and solve key business and family decisions including; estate and trusting planning, compensation strategies, corporate structures, reorganizations, family business succession arrangements, investment opportunities including wealth management strategies, negotiating financial arrangements, and personal and corporate tax planning. He plays a crucial role in helping clients deal with CRA audits; acting for corporations and individuals at the audit stage, negotiating with the CRA, and making representations at the Notice of Objection or Appeals level.
Beyond technical proficiency, Steven is known for his commitment to client confidentiality and personalized service. He works closely with his clients to develop bespoke strategies that align with their financial goals and values, ensuring optimal outcomes and peace of mind.
Whether guiding clients through intricate tax matters, structuring investments for long-term growth, or planning for future generations, Steven is dedicated to achieving excellence and fostering long-term relationships built on trust and integrity.
Steven Metallo is a contributor for the High Net Worth Individuals focused articles for the Zeifmans newsletters. He is regularly quoted in the media, such as the Globe and Mail and the Toronto Star.
