Slater Financial Group - Family Governance

Family Wealth

Our approach is built on strong relationships and a deep understanding of your family’s needs, helping you build and preserve your legacy.

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Mark Slater

Senior Wealth Advisor, Portfolio Manager

Slater Financial Group

Family Office Services]

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Mark Slater: I’ve been in the business since 1995 and I’ve built relationships with experts that share my views.

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Mark Slater: We take time to understand your unique needs. We stay ahead of the curve in terms of our education in our respective fields.

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Mark Slater: Our role is to help navigate when things become too burdensome and too big for you to handle

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Mark Slater: 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. To me, family is the most important thing in my life. We have four kids, my wife’s sister has five kids, and my brother has two, and we all live within five minutes of each other, so when we have get-togethers it’s a big, big family. I feel honoured and privileged that I get to work with families in my day-to-day business.

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Learn more at

www.slaterfinancialgroup.com]

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[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.]

Protecting Family Wealth

Family harmony is never far from your thoughts or ours, and should not be a casualty of significant wealth.

Our experience guiding the next generation to effectively shoulder tomorrow’s financial responsibilities will help relieve you of the burden of managing expectations and ensure your legacy is fulfilled.

There are several ways we help families communicate more effectively in order to achieve achieve their potential:

Our Training

Our Family Enterprise Advisor (FEA) training enables us to professionalize governance and build understanding, awareness and preparedness with the next generation. This, in turn, creates a pathway towards a successful transition.

Click on Family Governance Whitepaper to access a Credit Suisse document that highlights many of the governance structures available and explains how they help professionalize and improve communication and trust.

Our Methodology

We continually build our network of professionals to meet the evolving needs of affluent families. A new addition, and one proving invaluable to improve family communication and harmony, is a methodology that helps parents tap into each child’s unique way of communicating and behaviors.

This methodology can help improve overall communication within the family. It provides parents with the tools to guide their children to become aware of their talents, and gain a better understanding of how to create their own solutions. It helps kindle their leadership skills and reduces their stress.

Family Governance & Enterprise Articles

Family Business Chronicles

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