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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Slater Financial Group

  • Home
  • About Our Team
    • About Us
    • Select Clients. Superior Service.
    • We Take Care
    • About Mark Slater
    • Meet The Advisory Team
    • Meet The Service Team
    • Contact Us
  • Investing Services
    • Investment Management
    • Financial Blueprint
    • Investment Management Solutions
  • Family Enterprise Advising
    • Family Governance
    • Family Governance & Enterprise Articles
    • Family Business Chronicles
    • Additional Resources
  • Family Office
    • Family Advisory Services
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • Our Media
    • In The News
    • Our Blog
    • eNewsletter
    • Additional Resources
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Address The Bay Adelaide Centre - 333 Bay Street 28th Floor West Tower Toronto ON, M5H 2R2
Telephone Number (416) 594-8835
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We're honoured to be chosen as one of Canada's Top Wealth Advisors: Best in Province for 2022

 

 

 

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

 
The Slater Team  

Customized Financial Plan

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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The Slater team at a conference table  

Managing Assets

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 full time 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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woman with child on lap, working with team at conference table  

Family Office Services

Wealth and it’s complexities require wealth management that recognizes, understands and responds to the big picture and small details.

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Risk Management

We’re risk managers and construct and stress test your portfolio against 1000 different economic scenarios, both good and bad to ensure clients can reach their long-term planning goals found in their financial plan.

 

Slater Financial – Risk Management

I can't predict economic events, but what we can do is ensure that we mitigate the risk that those economic events may have and make sure that we keep your financial house in order. We stress test your portfolio against thousands of different economic simulations. And what this tells us is how your portfolio will perform during different types of economic environments. And the whole goal is to ensure that under most economic situations, your portfolio will be financially sound.

Slater Financial – Risk Management

I can't predict economic events, but what we can do is ensure that we mitigate the risk that those economic events may have and make sure that we keep your financial house in order. We stress test your portfolio against thousands of different economic simulations. And what this tells us is how your portfolio will perform during different types of economic environments. And the whole goal is to ensure that under most economic situations, your portfolio will be financially sound.

Back to Video
 

Family Advisory

When life becomes too complex and managing your wealth becomes a full-time job, our family office services may be the solution you need.

 

Slater Financial – Family Advisory

There comes a time where significant wealth becomes a challenge and it becomes a challenge for many reasons from a tax point of view, from a family harmony point of view, from a financial planning point of view. And we do consider all the important factors, things like business planning, business transfer planning, tax planning.

 

Our role is to help navigate through that when things become too burdensome and too big for you to handle. Family harmony should never be a casualty of significant wealth. What we can do is we can help educate the next generation to become stewards of that family wealth and relieve you of the burden of having those difficult conversations, instilling a vision for the family on the next generation and how you would like that wealth managed.

 

Our wealth plan helps address those issues and work through the financial blueprint to create the proper legacy that you would like to leave with your family.

Slater Financial – Family Advisory

There comes a time where significant wealth becomes a challenge and it becomes a challenge for many reasons from a tax point of view, from a family harmony point of view, from a financial planning point of view. And we do consider all the important factors, things like business planning, business transfer planning, tax planning.

 

Our role is to help navigate through that when things become too burdensome and too big for you to handle. Family harmony should never be a casualty of significant wealth. What we can do is we can help educate the next generation to become stewards of that family wealth and relieve you of the burden of having those difficult conversations, instilling a vision for the family on the next generation and how you would like that wealth managed.

 

Our wealth plan helps address those issues and work through the financial blueprint to create the proper legacy that you would like to leave with your family.

Back to Video
 

Our Mission

Slater Financial Group helps families and business owners navigate their complex financial lives. You will feel confident when your family-centered and goal-focused plan is structured, stress-tested and simplified. Our dedicated team and specialists focus their unique skills and tools to help you articulate your vision and purpose. Your family benefits from improved communication and financial clarity – the keys to a successful intergenerational transition.

 

Our Vision

We are committed to delivering you reliable, comprehensive, wealth management services with a disciplined, tax-effective and risk-controlled approach. Our relationship with you is constructed on a mutual foundation of integrity, confidentiality and complete disclosure.

 

 

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Contact us

Address

The Bay Adelaide Centre - 333 Bay Street
28th Floor West Tower
Toronto, ON M5H 2R2
Telephone number: (416) 594-8835
Toll-free: 1 (888) 867-8175
Fax: (416) 980-5130
 

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.