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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

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
  • Events

In The News

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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In The News

 

Woman on her Ipad

How students and graduates can tackle the enormous pressure student loans are creating

Featuring Mark Slater

SEPTEMBER 11, 2023

Mark was recently interviewed by the Globe and Mail to discuss strategies that students and graduates should consider while looking into paying down their student loans. 

 

 

Woman on her Ipad

Should clients use home equity to fund retirement?

Featuring Mark Slater

NOVEMBER 7, 2022

Mark was recently interviewed by Advisors Edge magazine to present a position on whether it is a sound strategy to borrow against a home equity line of credit to generate additional tax-effective income in retirement. The Slater Financial Group has created a tool to help you, advisors and families analyze their own personal situation. Feel free to request this tool by contacting us at slaterfinancialgroup@cibc.com. As always, we believe having a well-developed, goals-based financial plan in place, should be primary to analyzing any particular situation.

 

 

Woman on her Ipad

Why it may be a bad time to borrow against your home equity and advice on covering long-term care costs in retirement

Featuring Mark Slater

July 21, 2022

Mark was recently interviewed by Advisors Edge magazine to present a position on whether it is a sound strategy to borrow against a home equity line of credit to generate additional tax-effective income in retirement. The Slater Financial Group has created a tool to help you, advisors and families analyze their own personal situation. Feel free to request this tool by contacting us at slaterfinancialgroup@cibc.com. As always, we believe having a well-developed, goals-based financial plan in place, should be primary to analyzing any particular situation.

 

 

Files and a pair of glasses

The important financial steps to take after a spouse dies

Featuring Mark Slater

JULY 13, 2022

 
 
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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.