Michael Naito

Michael Naito

CPA, CA, TEP

Associate Vice-President, Advanced Wealth Planning Group

Michael Naito

Michael joined Wellington-Altus Private Wealth Inc. 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. Within this role, Michael provided domestic tax expertise to owner-managed businesses with a focus on corporate reorganizations, succession and estate planning. Additionally, these experiences provided the opportunity for Michael to become a technical leader within the firm. This was achieved through presentations to both tax and non-tax professionals on current and timely topics to ensure all professionals within the firm were provided with the required knowledge to help their clients navigate the current tax and business environment.

Michael graduated from Okanagan College with a Bachelor of Business Administration with an accounting specialization. Michael has also obtained his CPA, CA and TEP designations.

Outside of work, Michael enjoys taking in everything the Okanagan has to offer. He is an avid road cyclist and mountain biker. Michael is also a facilitator for the CPA Canada “In-Depth Tax Program” and is the Member Services Officer for the STEP Canada Okanagan Chapter.