Slater Financial Group - Investment Management

Financial Risk Management

We construct and stress test your portfolio against 1000 different economic scenarios, both good and bad, to ensure clients can reach their long-term

Financial Risk Management - Accessibility Transcript

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[CIBC Private Wealth logo

Mark Slater

Senior Wealth Advisor

Portfolio Manager

Slater Financial Group]

[Financial Risk Management]

Mark Slater: I can’t predict economic events, but what we can do is ensure that we mitigate the risk that those economic events may have.

[Mitigate Risk on red banner in bottom left]

Mark Slater: And make sure that we keep your financial house in order.

[Stress Test on red banner in bottom right corner]

Mark Slater: We stress test your portfolio against thousands of different economic simulations, and the whole goal is the 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.]

We stress-test your plan against hundreds of economic scenarios.

A solid investment management strategy that will ensure and respond to economic events is crucial to a long-term financial plan. We run investment plans through a proprietary software program that stress-tests them against hundreds of economic scenarios.

As an Investment Advisor, I can look at past performance on any number of investment vehicles but I can’t predict the future. Recent experience tells us that significant economic events can and do happen and we need to be prepared. That’s why I run your investment plan through a proprietary software program that stress-tests your plan against hundreds of economic scenarios. It gives me a solid understanding of how your plan may endure and respond to economic events.

I can’t predict or prevent an economic event but I can do everything in my power to help mitigate your risk, and keep your financial house in good standing.

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