Slater Financial Group - Investment Management

Risk Management

We’re risk managers and construct and stress test your portfolio against 1000 different economic scenarios, both good and bad to ensure clients can reach their long-term planning goals found in their financial plan.

Risk Management - Accessibility Transcript

[Energizing music]

[Mark Slater

Vice-President, Portfolio Manager

Slater Financial Group]

[Risk Management]

Mark Slater: I can’t predict economic events, but what we can do is ensure that we mitigate the risks that those economic events may have and make sure that we keep your financial house in order.

[Mitigate risk]

[Stress test]

We stress test your portfolio against thousands of different economic simulations and what this tells us is how your portfolio will perform during different types of economic environments and the whole goal is to insure that under most economic situations your portfolio will be financial sound.

[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.]

We stress-test your plan against hundreds of economic scenarios.

A solid investment management strategy that will ensure and respond to economic events is crucial to a long-term financial plan. We run investment plans through a proprietary software program that stress-tests them against hundreds of economic scenarios.

As an Investment Advisor, I can look at past performance on any number of investment vehicles but I can’t predict the future. Recent experience tells us that significant economic events can and do happen and we need to be prepared. That’s why I run your investment plan through a proprietary software program that stress-tests your plan against hundreds of economic scenarios. It gives me a solid understanding of how your plan may endure and respond to economic events.

I can’t predict or prevent an economic event but I can do everything in my power to help mitigate your risk, and keep your financial house in good standing.

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