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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 Team
  • Investing Services
    • Investment Management
    • Financial Blueprint
    • Investment Management Solutions
  • Family Enterprise Advising
    • Family Governance
    • Family Governance & Enterprise Articles
    • FBC Tools
  • Family Office
    • Family Office Service
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • Our blog
  • Contact us

Investment Management

Address The Bay Adelaide Centre - 333 Bay Street 28th Floor West Tower Toronto ON, M5H 2R2
Telephone Number (416) 594-8835
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Investment 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.

 

Slater Financial – Risk Management

I can't predict economic events, but what we can do is ensure that we mitigate the risk that those economic events may have and make sure that we keep your financial house in order. 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 ensure that under most economic situations, your portfolio will be financially sound.

Slater Financial – Risk Management

I can't predict economic events, but what we can do is ensure that we mitigate the risk that those economic events may have and make sure that we keep your financial house in order. 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 ensure that under most economic situations, your portfolio will be financially sound.

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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.

 

Click below to learn more about our:

Financial Blueprint

Investment Management Solutions

 
 
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: 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. 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.