A financial plan is at the core of everything we do, like using a blueprint to build a home. You don’t start building a home without a blueprint and you don’t start putting an investment portfolio together without a financial plan.

Slater Financial – Financial Blueprint

The way to think about it is like a blueprint for your dream house where you're putting in all the things that you want in that dream house and then we take that information and construct a financial plan. What we do take into account is all the different factors that may be short term things like what you're saving and how much you're saving, what your long term goals are, whether it be retirement, whether be buying another property. Do you want to create a legacy for your children? Do you have a favorite charity or foundation? And we make sure we fully understand what your goals, objectives and dreams are. We consult our experts and we put together recommendations and it's only then that we can really implement the foundation for your future.

Like planning a house, everything in your financial profile is interconnected and should be factored in from the start.

Your financial blueprint is fundamental in your overall financial plan. Like planning a house, everything in your blueprint should be interconnected and be factored in from the start. We examine tax, insurance, immediate family needs, longer-term requirements, and we include those things that you hope to achieve in the future.

Everyone wants their investment portfolio to be secure, to grow and to meet their needs now and in the future. But building financial security requires a broad perspective because even the strongest returns can be offset by ineffective tax planning, or by a life-changing illness that is not compensated for with the right insurance plan.

Like planning a house, everything in your financial profile is interconnected and should be factored in from the start. That’s why we refer to our financial plan as a ‘financial blueprint’ – we factor in tax, insurance, immediate family needs like vacations or summer homes, longer-term requirements like university fees or support of a family member, and we include those things that you hope to achieve—early retirement, philanthropy, a legacy to your heirs or to causes that are close to your heart.

Designing your financial blueprint is the first thing we do together. We ask you the right questions, we listen, we fully understand your situation and then we bring in our experts to provide wise counsel and informed recommendations.

And then we build the foundation for your future.

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Investment Management

Investment Management Solutions