Family Advisory
When life becomes too complex and managing your wealth becomes a full-time job, our family office services may be the solution you need.
Family Advisory - Accessibility Transcript
[Energizing music]
[Mark Slater, Portfolio Manager
Slater Financial Group
[Family Office Services]
[Family Advisory]
Mark Slater: 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 of things like business planning, business transfer planning, tax planning.
[Navigating complexity]
Our role is to help navigate through that when things become too burdensome and too big for you to handle.
[Family harmony]
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.
[Guiding the next generation]
Instilling a vision for the family on the next generation and how you would like that wealth managed.
[Wealth Plan]
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.
[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.]