Customized Financial Plan
For the Slater Financial Group, investment management is at the heart of what we do. Fundamental to your customized financial plan, or your financial blueprint, is a firm understanding of your priorities, goals, risk tolerance and family circumstancesLearn More
Significant wealth is usually the result of hard work and careful planning. It brings tremendous opportunities and considerable complexity. When you’ve reached the stage when managing assets on behalf of your family, and meeting with various advisors and professionals feels like a full time job, then you’ve reached the stage when you need a fully integrated approach that is designed to meet the unique needs of your family.Learn More
We’re risk managers and construct and stress test your portfolio against 1000 different economic scenarios, both good and bad to ensure clients can reach their long-term planning goals found in their financial plan.
Slater Financial – Risk Management
I can't predict economic events, but what we can do is ensure that we mitigate the risk that those economic events may have and make sure that we keep your financial house in order. We stress test your portfolio against thousands of different economic simulations. And what this tells us is how your portfolio will perform during different types of economic environments. And the whole goal is to ensure that under most economic situations, your portfolio will be financially sound.
When life becomes too complex and managing your wealth becomes a full-time job, our family office services may be the solution you need.
Slater Financial – Family Advisory
There comes a time where significant wealth becomes a challenge and it becomes a challenge for many reasons from a tax point of view, from a family harmony point of view, from a financial planning point of view. And we do consider all the important factors, things like business planning, business transfer planning, tax planning.
Our role is to help navigate through that when things become too burdensome and too big for you to handle. Family harmony should never be a casualty of significant wealth. What we can do is we can help educate the next generation to become stewards of that family wealth and relieve you of the burden of having those difficult conversations, instilling a vision for the family on the next generation and how you would like that wealth managed.
Our wealth plan helps address those issues and work through the financial blueprint to create the proper legacy that you would like to leave with your family.
Philanthropy doesn’t always mean donating money
Aug 04, 2022 08:00 PM Eastern Daylight Time - Aug 04, 2022 09:00 PM Eastern Daylight Time
Canadians are increasingly being strategic and deliberate in their philanthropic endeavors. While historically this has led to questions about the ideal structure, for some the conversation is turning to the method of funding. Please join us as we hear from subject matters experts on how the use of appreciated shares, insurance and even private capital may be suitable alternatives to donating cash.
• Kate Lazier, - Director of Philanthropy, CIBC
• Anne-Marie Isaacson, CIBC Estate Planning Specialist
• Maria O’Reilly, General Manager, The Upside Foundation
Trends in Real Estate
Jun 23, 2022 08:00 PM Eastern Daylight Time - Jun 23, 2022 09:00 PM Eastern Daylight Time
Please join us for a fireside chat with two thought leaders in the Canadian real estate sector, as they discuss current trends and future outlook, and share their thoughts on key issues including the housing shortage, the impact of Return to Office on the urban vs suburban debate, and what affect the Federal and Provincial Governments will have on the real estate market.
• Calvin Younger, SVP and Head, CIBC Real Estate Finance Division
• Benjamin Tal, Managing Director and CIBC Deputy Chief Economist
Cybersecurity: taking it to the next level of protection
May 31, 2022 08:00 PM Eastern Daylight Time - May 31, 2022 09:00 PM Eastern Daylight Time
With more than two-fifths of Canadians having faced cybersecurity attacks since the beginning of the pandemic, there is an increased need for family enterprises to be deliberate in their cyber approach. Please join CIBC Family Office as we discuss what is the key training, awareness and planning you should be considering to meet your cybersecurity goals.
• Joe LoBianco – Senior Vice President & Chief Information Security Officer
The Art and Science of Collecting
Apr 28, 2022 08:00 PM Eastern Daylight Time - Apr 28, 2022 09:00 PM Eastern Daylight Time
Please join us as we hear from thought leaders on some key questions you should be considering as you navigate the art industry. How do you begin to collect art and how do you decide when to consider selling? Who are the key players in the art industry, how can they assist you as you collect art and what impact do they have on the market? And finally, what should you be considering once you own art from a tax and estate perspective.
• Debbie Pearl Weinberg – Executive Director, Tax and Estate Planning
• Leah L. Carey – Fine Art Appraiser and Advisor
What to Consider When Exiting a Business
Oct 27, 2022 08:00 PM Eastern Daylight Time - Oct 27, 2022 09:00 PM Eastern Daylight Time
Selling a business is never easy and entrepreneurs often focus on one aspect of the sale to the detriment of the larger picture. Please join us as we explore some of the key areas you should be considering before you sell your company, including the practicalities of the sale process; some key tax considerations you should take into account before selling; and what life looks like for the family enterprise post-sale.
• Trevor Gough, Managing Director and Head, CIBC Mid-Market Investment Banking
• Jamie Golombek, Head of CIBC Tax and Estate Planning
• Susan Wood, Director of CIBC Wealth Advisory
Planning for summer cottages and winter condos
Nov 24, 2022 09:00 PM Eastern Standard Time - Nov 24, 2022 10:00 PM Eastern Standard Time
Whether you own a cottage in Canada or a condo in the US, it’s never been more important to have the suitable tax and estate planning considerations in place. Please join us as we hear from two subject matter experts as they discuss what you need to know when planning for your vacation properties
• Jamie Golombek, Head of CIBC Tax and Estate Planning
• Christine Perry, Partner, Gowlings WLG LLP
Financial Literacy for The Next Generation
Dec 13, 2022 09:00 PM Eastern Standard Time - Dec 13, 2022 10:00 PM Eastern Standard Time
Financial literacy is the foundation of your relationship with money and the earlier you start learning, the better off you’ll be. If you’re 18-25 years old and just starting your lifelong journey of financial learning, please join us as we hear from thought leader, Preet Banerjee, on personal financial management, budgeting and investing.
• Preet Banerjee – Keynote Speaker and Management Consultant