Samuel Levine

Samuel Levine is a Senior Cross-Border Financial Planner with deep expertise in U.S.–Canada tax, estate, and wealth planning. With more than a decade of experience advising high-net-worth individuals, families, and business owners, Samuel specializes in integrated financial strategies that address the complex realities of multi-jurisdictional tax systems, business ownership structures, and intergenerational wealth transitions.

Samuel is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP). He earned his Bachelor of Commerce with a Concentration in Accounting from Carleton University.

Samuel began his career gaining valuable experience at both local and international accounting firms, where he developed a strong technical foundation in tax compliance and planning for individuals and private corporations. He also completed CPA Canada’s In-Depth Tax Course. As a Tax Manager, Samuel reviewed personal, corporate, trust, and partnership income tax returns and provided tax advisory services, including corporate reorganizations and estate planning strategies.

Before joining MCA, Samuel was part of a team of financial, tax, and estate planning professionals at one of Canada’s largest wealth management firms. In this role, he was responsible for preparing comprehensive financial plans for high-net-worth clients, integrating investment, retirement, tax, estate, and risk management considerations.