Financial Blueprint
By crafting a personalized financial blueprint, just like designing your dream home, we tailor your plan to your unique goals and dreams.
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[CIBC Private Wealth logo
Mark Slater
Senior Wealth Advisor, Portfolio Manager
Slater Financial Group]
[Slater Financial Blueprint]
Mark Slater: The way to think about it is like a blueprint for your dream house, where you’re putting in all the things that you want in that dream house, and then we take that information and we construct the financial plan.
[Financial Blueprint on red banner in bottom left corner]
Mark Slater: What we do take into account is all the different factors, that may be short-term things like what you’re saving and how much you’re saving, what your long-term goals are, whether it be retirement, whether it be buying another property.
[Your Legacy on red banner in bottom right corner]
Mark Slater: Do you want to create a legacy for your children? Do you have a favourite charity or foundation? And we make sure we fully understand what your goals, objectives, and dreams are. We consult our experts, and we put together recommendations, and it’s only then that we can really implement the foundation for your future.
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Learn more at
[CIBC Private Wealth logo]
[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.
Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.
Mark Slater and the Slater Financial Group are Investment Advisors with CIBC Wood Gundy.
If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.]
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
Learn MoreManaging 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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Wealth and it’s complexities require wealth management that recognizes, understands and responds to the big picture and small details.
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