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.
Financial Blueprint - Accessibility Transcript
[Energizing music]
[Mark Slater
Vice-President, Portfolio Manager
Slater Financial Group]
[Slater Financial Blueprint]
Mark Slater: 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 your dream house.
[Financial Blueprint]
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, uh whether it be buying another property.
[Legacy]
Do you want to create a legacy for your children, do you have a favourite charity or foundation, and we make sure we fully understand what your goals, objectives and dreams are. We consult our experts and put together recommendations and it’s only then that we can really implement the foundation for your future.
[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.]