Carlo is the Family Office Leader for Regions East Canada as well as the Partner-In-Charge of the Waterloo Canadian tax practice. As a trusted advisor, bringing over 30 years of experience to business owners, entrepreneurs and Family Offices, Carlo takes great pride in providing proactive business and financial advice that help families increase multi-generational wealth through the design and implementation of innovative tax planning solutions. Carlo also provides practical and business minded solutions in the areas of succession and estate planning, corporate restructuring, and business divestiture planning.
Most recently, Carlo leads the Southwestern Ontario Enterprise Tax Practice. He is also the former Leader of KPMG in Canada’s National Tax Incentives Practice as well as KPMG’s R&D Incentives Leader for the America’s Region where he led a multi-disciplinary team of engineers, scientists and tax specialists in helping clients grow their business by obtaining funding through various government incentive programs.