Fiduciary Responsibility
Fiduciary Responsibility - Accessibility Transcript
[Energizing music]
[Mark Slater
Vice-President, Portfolio Manager
Slater Financial Group]
[Fiduciary Responsibility]
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. Like an accountant or like a lawyer, I have a fiduciary duty to act in your best interest.
[Accredited Portfolio Manager]
[Fiduciary duty]
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; 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.
[Learn more at www.slaterfinancialgroup.com]
[Music stops]
[If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.
Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. Insurance services are available through CIBC Wood Gundy Financial Services Inc.
In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.
CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.]