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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Slater Financial Group

  • Home
  • About Our Team
    • About us
    • Select clients. Superior service
    • We take care
    • About Mark Slater
    • Meet the Team
  • Investing Services
    • Investment Management
    • Financial Blueprint
    • Investment Management Solutions
  • Family Enterprise Advising
    • Family Governance
    • Family Governance & Enterprise Articles
    • FBC Tools
  • Family Office
    • Family Office Service
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • Our blog
  • Contact us

About us

Address The Bay Adelaide Centre - 333 Bay Street 28th Floor West Tower Toronto ON, M5H 2R2
Telephone Number (416) 594-8835
Email Email us
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Telephone Number Tel

About us

We also serve the unique needs of affluent families providing coordinated Family Office Services: a fully integrated wealth management team. Through a single office we simplify the complexities inherent in managing your affairs by complementing and coordinating your advisors with our own select roster of experts. Mark Slater leads the group and is an accredited investment and portfolio manager. Mark works closely with CIBC’s Private Banking group, ensuring his clients have a full suite of options and products at their fingertips.

Select clients. Superior service

Slater Financial Group

Financial blueprint

 

Expert Team

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 circumstances.

 

Slater Financial – Expert Team

I've been in the business since 1995 and I've built relationships with experts that share my views. We take the time to understand your unique needs. We stay ahead of the curve in terms of our education in our respective fields. And we put your interests first. And only then can we call ourselves trusted advisers.

Slater Financial – Expert Team

I've been in the business since 1995 and I've built relationships with experts that share my views. We take the time to understand your unique needs. We stay ahead of the curve in terms of our education in our respective fields. And we put your interests first. And only then can we call ourselves trusted advisers.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.