Slater Financial Group - Family Governance

Protecting Family Wealth

Family harmony should not be a casualty of significant wealth. Family is never far from your thoughts or ours and family harmony should not be a casualty of significant wealth.

Protecting Family Wealth - Accessibility Transcript

[Energizing music]

[Mark Slater

Vice-President, Portfolio Manager

Slater Financial Group

Family Office Services]

[Protecting Family Wealth]

Mark Slater: I’ve been in the business since 1995 and I’ve built relationships with experts that share my views.

[Consistently high standards]

We take the time to understand your unique needs. We stay ahead of the curve in terms of our education in our respective fields.

[Navigating complexity]

Our role is to help navigate when things become too burdensome and too big for you to handle.

[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. To me, family is the most important thing in my life. We have four kids, my wife’s sister has five kids and my brother has two and we all live within five minutes of each other so when we have get-togethers it’s a big, big family. I feel honoured and privileged that I get to work with families in my day-to-day business.

[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.]

Our experience guiding the next generation to effectively shoulder tomorrow’s financial responsibilities helps to relieve you of the burden of managing expectations and helps to ensure that your legacy is fulfilled.

Helping families communicate more effectively and achieve their potential

Family Governance Whitepaper: Our FEA training helps bring guidance and expertise to professionalize governance and build understanding, awareness and preparedness with the next generation to create a pathway towards a successful transition. Click on the above link to access the Credit Suisse whitepaper which does an impressive job of highlighting many of the governance structures available and how they help professionalize and improve communication and trust.

We continually build our network of experts to meet the evolving needs of affluent families. A new addition, and one that is proving invaluable to improve family communication and harmony, is a methodology that helps parents tap into each child’s unique way of communicating and behaviours. This methodology can help improve overall communication within the family and gives parents special tools to help guide their children to become aware of their talents, gain a better understanding of how to create their own solutions, kindle leadership skills and reduce stress.

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