Meet the team
Our team are all experts in their field and offer best-in-class advice that is seamlessly integrated to give you a holistic view of your financial plan and future.
First Vice-President, Portfolio Manager
FEA, CIMA, CIM, PFP
email@example.com | 416-594-8835
Coming from a family of entrepreneurs, Mark possesses a unique perspective on the complex issues of family owned businesses and he has developed a number of processes perfected over the last 20+ years to help families navigate issues and achieve their goals and aspirations.
Mark has earned a number of professional designations The Family Enterprise Advisor (FEA); Chartered Investment Manager (CIM); Portfolio Manager (PM); Personal Financial Planner (PFP) and the Certified Investment Manager Analyst (CIMA) through the Wharton School of Business.
Mark is a strong advocate for a number of local causes including founding board member of Urban Squash Toronto. Mark and his wife, Veronica, have also established a charitable foundation using a donor-advised fund to support many of their charitable initiatives.
Mark and Veronica live with their four children in Toronto. Mark endeavours to keep pace with his children biking, running and playing soccer.
Associate Investment Advisor
firstname.lastname@example.org | 416-594-8884
Jeannie holds a Bachelor of Arts degree from University of Toronto in Economics and is also a CFA charterholder. She is a licensed Registered Representative with CIBC Wood Gundy and has worked with the Slater Financial Group since 2003. Her primary focus is the daily monitoring and rebalancing of client portfolios. Jeannie provides clients with comprehensive portfolio reviews and tax reporting. Questions about your portfolio? Call Jeannie – she’s always happy to speak with our clients. In addition, Jeannie is also the team leader and mentor to the other members.
Hamed Amri, CFA, CIM
Associate Investment Advisor
email@example.com | 416-594-8879
Hamed holds an Honours Bachelor of Commerce degree with a specialization in Finance from the University of Ottawa. He is a CFA charterholder and has also earned the Chartered Investment Manager designation. Hamed is a licensed Registered Representative and has worked with the Slater Financial Group since 2013. He is responsible for financial planning, portfolio construction and implementing client investment strategies. He also provides critical support across the team with reporting, research and analysis.
Financial Associate, CFP, CIM, FMA, FCSI
firstname.lastname@example.org | 416-980-6960
Sandy graduated from Concordia University, Montreal with a Bachelor of Commerce, major in Finance. She is a licensed Registered Representative and has worked at CIBC Wood Gundy since 1993 and with the Slater Financial Group since 2016.
Sandy is responsible for all administrative requests including, scheduling meetings, preparing account documentation and handling cash transfers.
email@example.com | 416-542-4970
Josh graduated with his Honours in Business Management from Humber College. Josh will likely be the first person you speak with when calling into our office and will be working with Sandy to handle administrative requests for clients, including scheduling client meetings, cash transfer requests and client documentation.
Financial Planning Specialist
firstname.lastname@example.org | 416 586-7047
Alexandre is a Financial Planning Specialist with over six years of industry experience. He has worked as a Senior Financial Advisor, providing customized financial planning services for a portfolio of affluent clients. He currently creates comprehensive and customized plans for a variety of high net-worth clients, and he is committed to assisting clients achieve both personal and business financial goals. As part of his process, Alexandre incorporates other specialists, such as our Estate Planning Specialist, to address specific requirements and identify opportunities within the plan. Alexandre holds a Bachelor of Commerce from McMaster University as well as the Personal Financial Planner (PFP) and Charter Investment Manager (CIM®) designations.
First Vice-President, Estate Planning Specialist
B.A., LL.B., CLU, TEP
email@example.com | 416 956-3782
Jay came to the financial industry in 2002 from practicing law, where he focused on corporate tax planning including restructurings and reorganizations, personal tax planning and implementation of tax-related transactions, tax litigation, and tax related dispute resolution. In 2000-2001, Jay spent the year with the Tax Policy branch of the Federal Department of Finance in Ottawa, working to improve the efficiency of Canada’s taxation system in the Capital Gains and Foreign Income Section.
Jay focus is on tax and estate planning, working to find tax efficient estate and insurance solutions.