MARK SLATER CIMA, CIM, PFP

 

Like planning a house, everything in your financial profile is interconnected and should be factored in from the start. That’s why we refer to our financial plan as a ‘financial blueprint’.


Slater Financial Group
First Vice-President, Portfolio Manager

For the Slater Financial Group, investment management is at the heart of what we do. Fundamental to your customized financial plan, or your financial blueprint, is a firm understanding of your priorities, goals, risk tolerance and family circumstances

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Significant wealth is usually the result of hard work and careful planning.  It brings tremendous opportunities and considerable complexity. When you’ve reached the stage when managing assets on behalf of your family, and meeting with various advisors and professionals feels like a fulltime job, then you’ve reached the stage when you need a fully integrated approach that is designed to meet the unique needs of your family.

 

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