Featuring Mark Slater
NOVEMBER 9, 2022
The Globe and Mail released Canada's Top Wealth Advisors ranking that celebrates Advisors who are doing excellent work with their clients in each province. I couldn't be more proud to share that The Slater Financial Group has been recognized as one of the best advisory groups in Ontario. I could not have done this without my wonderful team - Jeannie, Hamed, Sandy, Ryan and Jeff - and all of our incredible client relationships.
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.
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.
Featuring Mark Slater
JULY 13, 2022
