Slater Financial Group - Investment Management Solutions

Portfolio Management

We apply disciplined investment management and continuous learning to help grow and protect your wealth.

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[CIBC Private Wealth logo

Mark Slater

Senior Wealth Advisor

Portfolio Manager

Slater Financial Group]

[Portfolio Management]

Mark Slater: My success is built on two platforms, the first being a rigorous approach to investment management, and the second is a commitment to education and constantly upgrading my knowledge and expertise. I think the most important designation I have is my Accredited Portfolio Manager.

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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 the risk in the portfolio. We see ourselves as wealth growers, so in a prudent manner, in a risk-controlled manner, trying to grow that portfolio for the different goals that each of our clients have.

[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.]

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.

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