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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
    • Family Business Chronicles
  • Family Office
    • Family Advisory Services
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • In The Media
    • Our Blog
  • Contact Us

Investment Management Solutions

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

Investment Management Solutions

A coordinated approach just makes good sense.

 

In addition to building your financial blueprint and investment strategy, investment clients also turn to the Slater Financial Group for the following services:

  • SFG Tax Reports: We provide a complete summary of your taxable investment income, providing your accountant with everything they need to submit to Revenue Canada.
  • Tax Strategies: Working with a team of professionals, we provide another perspective to help ensure you pay the right amount of tax.
  • Legal advice: In conjunction with legal professionals we provide a convenient way to update your will, Power of Attorney and Trust agreement.
  • Banking / Cash Management / Lending: We coordinate all these services with our CIBC partners to save you time and effort.
  • Investment Policy Statement (IPS): We believe every client should have an IPS to ensure you are fully briefed and completely in agreement with your investment strategy, risk tolerance and communication controls over your investment portfolio.
     

Click below to learn about:

Our team

Financial Blueprint

Investment Management

Request a Meeting

 

 
 
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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.