Previous Webinars
"Building Wealth with Registered Plans"
April 9th, 2024
Mark and the Slater Financial Group discuss Registered Plans with Jamie Golombek, Managing Director, Tax and Estate Planning, CIBC Private Wealth Management.
To view a recording of the webinar, click here.
About Jamie Golombek
Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. He joined CIBC in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie has also worked for Deloitte as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning. Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called "Tax Expert" in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show.
About Mark Slater
Since 1995, Mark Slater has built his Investment Advisory business from the ground up. Most of his early clients are still with him, a testament to his rigorous approach to designing the right investment plan for each client and his personal commitment to investment management knowledge and expertise. He helps steward a family's finance into the future.
"Individual Pension Plans"
January 9th, 2024
Mark and the Slater Financial Group discuss IPP with Normand Frenette, Principal and Senior Actuary at Buck Consultants.
To view a recording of the webinar, click here.
About Normand Frenette
Normand is an experienced pension consultant that helps companies manage all aspects of their pension plans, with a focus on defined benefit pension plans. He also acts as account executive for many clients of Buck Consultants. Normand has a passion for proposing various creative, cost-effective solutions for his clients to help them choose the course of action that best meets their needs.
About Mark Slater
Since 1995, Mark Slater has built his Investment Advisory business from the ground up. Most of his early clients are still with him, a testament to his rigorous approach to designing the right investment plan for each client and his personal commitment to investment management knowledge and expertise. He helps steward a family's finance into the future.
"3 Non-Financial Secrets to a Happy Retirement"
September 20th, 2023
Mark and the Slater Financial Group are hosting an interactive webinar with Marianna Oehser, Co-Founder and Partner at Next Chapter Lifestyle Advisors, to discuss the secrets behind creating a happy and fulfilling post-career phase of your life.
To view a recording of the webinar, click here.
About Marianna Oehser
Marianna Oehser is a Retirement and Relationship Specialist, Coach, Educator, Author and Speaker. She focuses on assisting people find happiness in the post-career phase of their lives. She also assists singles and couples build and maintain healthy and fulfilling relationships, and is the author of Your Happiness Portfolio for Retirement: It's Not About the Money!
About Mark Slater
Since 1995, Mark Slater has built his Investment Advisory business from the ground up. Most of his early clients are still with him, a testament to his rigorous approach to designing the right investment plan for each client and his personal commitment to investment management knowledge and expertise. He helps steward a family's finance into the future.
"Planning for a Lifetime of Income That Stays Ahead of Inflation"
June 6th, 2023
Inflation has been a hot topic this past year. Mark and the Slater Financial Group hosted a webinar to discuss the threat inflation poses on your portfolio. Click the link below to hear Mark's top tips for staying ahead of inflation.
To view a recording of the webinar, click here.
About Mark Slater
Since 1995, Mark Slater has built his Investment Advisory business from the ground up. Most of his early clients are still with him, a testament to his rigorous approach to designing the right investment plan for each client and his personal commitment to investment management knowledge and expertise. He helps steward a family's finance into the future.
"Death and Taxes"
February 15th, 2023
We hosted an interactive webinar with Mark Slater and Tax and Estate Specialist, Jamie Golombek.
Mark and Jamie discussed his "10 Steps to Successful Estate Planning", including such topics as wills, powers of attorney, death & taxes, probate planning and the use of testamentary trusts.
To view a recording of the webinar, click here.
About Jamie Golombek
Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. He joined CIBC in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie has also worked for Deloitte as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning. Jamie is quoted frequently in the national media as an expert on taxation, writes a weekly column called "Tax Expert" in the National Post, has appeared as a guest on BNN, CTV News, and The National and has been a regular personal finance guest on The Marilyn Denis Show.
About Mark Slater
Since 1995, Mark Slater has built his Investment Advisory business from the ground up. Most of his early clients are still with him, a testament to his rigorous approach to designing the right investment plan for each client and his personal commitment to investment management knowledge and expertise. He helps steward a family's finance into the future.
"Be Kind to Those You Leave Behind; Building Smart Estate Plans"
November 15th, 2022
We hosted a powerful webinar with Mark Slater in conversation with best selling author, Tom Deans, and Senior Trust and Estate Consultant, Kerry Harris, addressing the problems affecting family harmony when individuals do not have in place a well-thought-out estate plan.
Mark, Tom and Kerry will discuss the crucial impact communication has in ensuring a successful transfer, including success for individuals, families and communities.
To view a recording of the webinar, click here.
About Tom Deans, Ph.D.
Dr. Tom Deans is an award-winning speaker and author of a best-selling family business book, with over a million copies sold worldwide. A frequent guest on CNBC, Money Line and BNN, and selected by The New York Times as the author of one of the Top Ten Books Business Owners Should Read. He speaks at international conferences, to financial institutions, and to charities, as well as to legal and accounting firms on the subject of inter-generational wealth transfer. Previously, he worked in banking, was the CEO of a multinational family business, was the president of a railway, and chaired a federal government committee on tax credits.
About Kerry Harris
Kerry Harris is Senior Manager of Trust & Estate at CIBC Private Wealth Management. She specializes in structuring personalized financial arrangements to help you manage family and beneficiary relationships in succession planning.
About Mark Slater
Since 1995, Mark Slater has built his Investment Advisory business from the ground up. Most of his early clients are still with him - a testament to his rigorous approach to designing the right investment plan for each client and his personal commitment to investment management knowledge and expertise. He helps steward a family's finance into the future.
