Slater Financial Group - Financial Blueprint

Building Foundations

We build strong financial foundations with diversified portfolios and risk management to help secure your future.

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[CIBC Private Wealth logo

Mark Slater

Senior Wealth Advisor, Portfolio Manager

Slater Financial Group]

[Building Foundations]

Mark Slater: I think the most important designation I have is my Accredited Portfolio Manager.

[Accredited Portfolio Manager on red banner in bottom left corner]

Mark Slater: We’re not in the business of stock picking. We see ourselves as portfolio managers, where we are constructing diversified portfolios, we see ourselves as risk managers, where we’re trying to mitigate risk in the portfolio.

[Financial Blueprint on red banner in bottom left corner]

Mark Slater: The Slater Financial Blueprint 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.

[Stress Test on red banner in bottom right corner]

Mark Slater: We stress test your portfolio against thousands of economic simulations and the whole goal is to ensure that under most economic situations, your portfolio will be financially sound.

[CIBC Private Wealth logo

Learn more at

www.slaterfinancialgroup.com]

[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.]

Like planning a house, everything in your financial profile is interconnected and should be factored in from the start.

Your financial blueprint is fundamental in your overall financial plan. Like planning a house, everything in your blueprint should be interconnected and be factored in from the start. We examine tax, insurance, immediate family needs, longer-term requirements, and we include those things that you hope to achieve in the future.

Everyone wants their investment portfolio to be secure, to grow and to meet their needs now and in the future. But building financial security requires a broad perspective because even the strongest returns can be offset by ineffective tax planning, or by a life-changing illness that is not compensated for with the right insurance plan.

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’ – we factor in tax, insurance, immediate family needs like vacations or summer homes, longer-term requirements like university fees or support of a family member, and we include those things that you hope to achieve—early retirement, philanthropy, a legacy to your heirs or to causes that are close to your heart.

Designing your financial blueprint is the first thing we do together. We ask you the right questions, we listen, we fully understand your situation and then we bring in our experts to provide wise counsel and informed recommendations.

And then we build the foundation for your future.

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