Investment Management Services

A coordinated approach just makes good sense.

investment management

 

In addition to building your financial blueprint and investment strategy, investment clients also turn to the Slater Financial Group for the following services:

  • SFG Tax Reports: We provide a complete summary of your taxable investment income, providing your accountant with everything they need to submit to Revenue Canada
  • Tax Strategies: Working with a team of professionals, we provide another perspective to help ensure you pay the right amount of tax
  • Legal advice: In conjunction with legal professionals we provide a convenient way to update your will, Power of Attorney and Trust agreement
  • Banking / Cash Management / Lending: We coordinate all these services with our CIBC partners to save you time and effort
  • Investment Policy Statement (IPS): We believe every client should have an IPS to ensure you are fully briefed and completely in agreement with your investment strategy, risk tolerance and communication controls over your investment portfolio

 

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