Verified recordFinancial Services

Michael Naito

Associate Vice-president, Advanced Wealth Planning at Wellington-Altus

Based in Kelowna, Canada

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Seniority

Vp

Department

Finance & Accounting

Location

Kelowna

Industry

Financial Services

Company size

773

Contact information

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Email

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m•••••••@wellington-altus.ca

Phone

5 credits

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Background

About Michael Naito

Michael joined Wellington-Altus Private Wealth in May 2022. Based in Kelowna, Michael works primarily with advisors and clients in Interior British Columbia. Prior to joining Wellington-Altus Private Wealth, Michael dedicated 10 years to gaining experience and knowledge in a public accounting practice setting. The majority of that time was spent specializing in Canadian domestic taxation with a focus on corporate reorganizations, succession, and estate planning for the owner-manager.

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