Investment Management Services
A coordinated approach just makes good sense.
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