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Slater Financial Group

  • Home
  • About Our Team
    • About Us
    • Select Clients. Superior Service.
    • We Take Care
    • About Mark Slater
    • Meet The Advisory Team
    • Meet The Service Team
    • Personal Interests
    • Contact Us
  • Investing Services
    • Investment Management
    • Financial Blueprint
    • Investment Management Solutions
  • Family Enterprise Advising
    • Family Governance
    • Family Governance & Enterprise Articles
    • Family Business Chronicles
    • Additional Resources
  • Family Office
    • Family Advisory Services
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • Our Media
    • In The News
    • Our Blog
    • eNewsletter
    • Additional Resources
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Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-8835
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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’.

Slater Financial Group

 
The Slater Team  

Customized Financial Plan

For the Slater Financial Group, investment management is at the heart of what we do. Fundamental to your customized financial plan, or your financial blueprint, is a firm understanding of your priorities, goals, risk tolerance and family circumstances

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The Slater team at a conference table  

Managing Assets

Significant wealth is usually the result of hard work and careful planning. It brings tremendous opportunities and considerable complexity. When you’ve reached the stage when managing assets on behalf of your family, and meeting with various advisors and professionals feels like a full time job, then you’ve reached the stage when you need a fully integrated approach that is designed to meet the unique needs of your family.

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woman with child on lap, working with team at conference table  

Family Office Services

Wealth and it’s complexities require wealth management that recognizes, understands and responds to the big picture and small details.

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Our Mission

Slater Financial Group helps families and business owners navigate their complex financial lives. You will feel confident when your family-centered and goal-focused plan is structured, stress-tested and simplified. Our dedicated team and specialists focus their unique skills and tools to help you articulate your vision and purpose. Your family benefits from improved communication and financial clarity – the keys to a successful intergenerational transition.

 

Our Vision

We are committed to delivering you reliable, comprehensive, wealth management services with a disciplined, tax-effective and risk-controlled approach. Our relationship with you is constructed on a mutual foundation of integrity, confidentiality and complete disclosure.

 

 

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Contact us

Address

Slater Financial Group Address
West Tower, The Bay Adelaide Centre
333 Bay St., Suite 2800
Toronto, ON M5H 2R2
Telephone number: (416) 594-8835
Toll-free: 1 (888) 867-8175
Fax: (416) 594-7951
 

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.