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Slater Financial Group

  • Home
  • About Our Team
    • About Us
    • Select Clients. Superior Service.
    • We Take Care
    • About Mark Slater
    • Meet The Advisory Team
    • Meet The Service Team
    • Personal Interests
    • Contact Us
  • Investing Services
    • Investment Management
    • Financial Blueprint
    • Investment Management Solutions
  • Family Enterprise Advising
    • Family Governance
    • Family Governance & Enterprise Articles
    • Family Business Chronicles
    • Additional Resources
  • Family Office
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Address CIBC Wood Gundy Toronto Bay Adelaide Branch 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-8835
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Twenty-Five Years. Seven Market Panics. One Timeless Lesson.

Mark Slater

July 02, 2025

25 years. 7 market panics. Same result. The markets reward discipline, not reaction. That's why we stay invested.

Read more Read more about Twenty-Five Years. Seven Market Panics. One Timeless Lesson.

Establish What Your Future Will Look Like with Transition Planning

Mark Slater

November 14, 2020

The idea of the continuity of a family business often revolves mainly around succession planning. The focus is on what will happen to the business after the founder is no longer there. All resources g...

Read more Read more about Establish What Your Future Will Look Like with Transition Planning

Ensure Business Continuity by Planning for the Unexpected

Mark Slater

September 26, 2020

Many business owners and leaders believe they have planned for the unexpected effectively. They have a succession plan, as well as disaster recovery plans for a variety of unforeseen circumstances. Ho...

Read more Read more about Ensure Business Continuity by Planning for the Unexpected

Managing Intergenerational Change and Fostering Entrepreneurship in the New Generation

Mark Slater

July 31, 2020

Business founders know that starting and running a business is not easy. It requires passion, drive, self-confidence, and resilience, while also being goal-oriented and willing to take risks.

Read more Read more about Managing Intergenerational Change and Fostering Entrepreneurship in the New Generation

How to deal with Affluenza Before it Becomes a Serious Problem

Mark Slater

May 08, 2020

Read more Read more about How to deal with Affluenza Before it Becomes a Serious Problem

Discover the Importance of Encouraging Open Communication

Mark Slater

April 03, 2020

Read more Read more about Discover the Importance of Encouraging Open Communication
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.


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