About Us

 

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. We also serve the unique needs of affluent families providing coordinated family office services: a fully integrated wealth management team. Through a single office we simplify the complexities inherent in managing your affairs by complementing and coordinating your advisors with our own select roster of experts. Mark Slater leads the group and is an accredited investment and portfolio manager. Mark works closely with CIBC’s Private Banking group, ensuring his clients have a full suite of options and products at their fingertips.

Select clients. Superior service.