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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

Meet The Advisory Team

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-8835
Email Email us
Email Email
Telephone Number Tel

Meet The Advisory Team

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Our team are all experts in their field and offer best-in-class advice that is seamlessly integrated to give you a holistic view of your financial plan and future.

headshot

Mark Slater, FEA, CIMA, CIM, PFP

Senior Wealth Advisor

Portfolio Manager

Tel:

(416) 594-8835

Email:

Mark.Slater@cibc.com

Coming from a family of entrepreneurs, Mark possesses a unique perspective on the complex issues of family owned businesses and he has developed a number of processes perfected over the last 20+ years to help families navigate issues and achieve their goals and aspirations.

Mark has earned a number of professional designations The Family Enterprise Advisor (FEA); Chartered Investment Manager (CIM); Portfolio Manager (PM); Personal Financial Planner (PFP) and the Certified Investment Management Analyst (CIMA) through the Wharton School of Business.

Mark is a strong advocate for a number of local causes including founding board member of Urban Squash Toronto. Mark and his wife, Veronica, have also established a charitable foundation using a donor-advised fund to support many of their charitable initiatives.

Mark and Veronica live with their four children in Toronto. Mark endeavours to keep pace with his children biking, running and playing soccer.

headshot

Jeannie Tse, CFA

Associate Portfolio Manager

Associate Wealth Advisor

Tel:

(416) 594-8884

Email:

jeannie.tse@cibc.ca

Jeannie is an Associate Wealth Advisor and Associate Portfolio Manager working closely with Mark Slater. She joined the Slater Financial Group in 2013 and applies a holistic approach to help clients achieve their goals at different life stages. She works together with clients to develop a financial plan as their unique roadmap and custom-made, tax-efficient portfolio that is suitable for their risk tolerance. She has periodic meetings with clients to track progress and recommends strategies to navigate through different market environments. Jeannie also collaborates with our team of specialists to identify other Wealth Management needs such as Estate and Tax Planning, and Insurance. She enjoys helping clients and goes above and beyond to bring the relationship to a personal level. Clients truly feel her care and share many important life moments with her.

Jeannie has an Economics degree from the University of Toronto and is a CFA® Charterholder. She is currently managing over $50 million in clients assets. She is an avid golfer and enjoys the scenic view when playing at different golf courses.

headshot

Hamed Amri, CFA, CIM, CFP®

Associate Wealth Advisor

Associate Portfolio Manager

Tel:

(416) 594-8879

Email:

Hamed.Amri@cibc.com

Hamed provides comprehensive and personalized financial strategies tailored to his clients' unique needs. He takes a holistic approach to wealth management, considering all aspects of his clients' financial lives, including investments, tax planning, estate planning, and risk management.

 

His expertise lies in helping clients navigate complex financial landscapes and making informed decisions to preserve and grow their wealth. He combines his analytical skills with a disciplined investment approach to help clients build well-diversified portfolios that align with their financial goals. He also believes in ongoing monitoring and adjustments to ensure his clients' portfolios remain aligned with their evolving needs and market dynamics.

 

Born and raised in Toronto, he completed his education at the University of Ottawa and the Amsterdam International School of Business before coming back to earn the Chartered Financial Analyst, Certified Financial Planner and Chartered Investment Manager designations. He has traveled to over 40 countries and lives an active lifestyle with a passion for basketball, soccer and skiing.

Mark Slater, FEA, CIMA, CIM, PFP

Senior Wealth Advisor
Portfolio Manager
(416) 594-8835
Opens in your telephone provided application.
Mark.Slater​@cibc.com
Opens in your email provided application. Opens in a new tab.

Coming from a family of entrepreneurs, Mark possesses a unique perspective on the complex issues of family owned businesses and he has developed a number of processes perfected over the last 20+ years to help families navigate issues and achieve their goals and aspirations.

Mark has earned a number of professional designations The Family Enterprise Advisor (FEA); Chartered Investment Manager (CIM); Portfolio Manager (PM); Personal Financial Planner (PFP) and the Certified Investment Management Analyst (CIMA) through the Wharton School of Business.

Mark is a strong advocate for a number of local causes including founding board member of Urban Squash Toronto. Mark and his wife, Veronica, have also established a charitable foundation using a donor-advised fund to support many of their charitable initiatives.

Mark and Veronica live with their four children in Toronto. Mark endeavours to keep pace with his children biking, running and playing soccer.

Jeannie Tse, CFA

Associate Portfolio Manager
Associate Wealth Advisor
(416) 594-8884
Opens in your telephone provided application.
jeannie.tse​@cibc.ca
Opens in your email provided application. Opens in a new tab.

Jeannie is an Associate Wealth Advisor and Associate Portfolio Manager working closely with Mark Slater. She joined the Slater Financial Group in 2013 and applies a holistic approach to help clients achieve their goals at different life stages. She works together with clients to develop a financial plan as their unique roadmap and custom-made, tax-efficient portfolio that is suitable for their risk tolerance. She has periodic meetings with clients to track progress and recommends strategies to navigate through different market environments. Jeannie also collaborates with our team of specialists to identify other Wealth Management needs such as Estate and Tax Planning, and Insurance. She enjoys helping clients and goes above and beyond to bring the relationship to a personal level. Clients truly feel her care and share many important life moments with her.

Jeannie has an Economics degree from the University of Toronto and is a CFA® Charterholder. She is currently managing over $50 million in clients assets. She is an avid golfer and enjoys the scenic view when playing at different golf courses.

Hamed Amri, CFA, CIM, CFP®

Associate Wealth Advisor
Associate Portfolio Manager
(416) 594-8879
Opens in your telephone provided application.
Hamed.Amri​@cibc.com
Opens in your email provided application. Opens in a new tab.

Hamed provides comprehensive and personalized financial strategies tailored to his clients' unique needs. He takes a holistic approach to wealth management, considering all aspects of his clients' financial lives, including investments, tax planning, estate planning, and risk management.

 

His expertise lies in helping clients navigate complex financial landscapes and making informed decisions to preserve and grow their wealth. He combines his analytical skills with a disciplined investment approach to help clients build well-diversified portfolios that align with their financial goals. He also believes in ongoing monitoring and adjustments to ensure his clients' portfolios remain aligned with their evolving needs and market dynamics.

 

Born and raised in Toronto, he completed his education at the University of Ottawa and the Amsterdam International School of Business before coming back to earn the Chartered Financial Analyst, Certified Financial Planner and Chartered Investment Manager designations. He has traveled to over 40 countries and lives an active lifestyle with a passion for basketball, soccer and skiing.

 
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Our partners

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

headshot

Elaine Liao, CFP, CLU, CFA

Wealth Strategist

Tel:

(416) 880-0068

Email:

elaine.laio@cibc.com

Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions. 

 

As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.

 

Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Analyst (CFA)

Jim Stevenson

Jim Stevenson

Estate Planning Specialist

Tel:

(416) 780-9250

Email:

Jim.Stevenson@cibc.com

Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.

 

An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.

 

Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Katie Lazier

Katie Lazier, LLB

Wealth strategist

As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.


Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.

Raj Dhawan.

Raj Dhawan, MBA, CLU, PFP

Financial Planning Specialist

Tel:

(905) 510-4143

Email:

rajnish.dhawan@cibc.com

Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

 

As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.

  • Masters of Business Administration (MBA)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)

Iain Gallagher

Iain Gallagher

Managing Director, CIBC Mid-Market Investment Banking

Managing Director, Mid-Market Investment Banking

Iain has more than 15 years of experience advising public and private companies, and private equity funds on M&A and fundraising transactions. Iain has advised clients across a wide range of sectors and industries including Niche Manufacturing (equipment, consumer goods, building materials), Business Services (healthcare, equipment rental, managed clothing) and Specialist Distribution (grocery, fuel, industrial products). Iain also brings significant cross border M&A experience.

Prior to joining CIBC, Iain worked for 4 years with the corporate finance group of an international professional services firm in Toronto. His has also held investment banking and corporate development roles residing in Ireland, the United States and the Netherlands. Iain holds a B. Sc. (Management) from Trinity College, Dublin and an MBA (First Class Hons.) from the Michael Smurfit Graduate School of Business, University College Dublin.

Jamie Golombek

Jamie Golombek, CPA, CA, CFP®, CLU, TEP, FCPA

Managing Director Tax and Estate Planning
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.

Elaine Liao, CFP, CLU, CFA

Wealth Strategist
(416) 880-0068
Opens in your telephone provided application.
elaine.laio​@cibc.com
Opens in your email provided application. Opens in a new tab.

Elaine obtained extensive experience in wealth planning for high-net-worth and ultra-net-worth clients through various roles in some of the largest financial institutions. 

 

As a Wealth Strategist, Elaine takes an in-depth approach guiding clients through our integrated wealth planning process with thoughtful consideration of each client and their family’s unique financial situation and their long-term goals for the future.

 

Elaine collaborates with internal and external teams of specialists to develop a customized wealth plan that is comprehensive and forward-looking to help each client and their family achieve their financial success, as they define it, and further to the stewardship of their family wealth and legacy. Elaine also holds an MBA degree and speaks Mandarin and Cantonese.

  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Analyst (CFA)

Jim Stevenson

Jim Stevenson

Estate Planning Specialist
(416) 780-9250
Opens in your telephone provided application.
Jim.Stevenson​@cibc.com
Opens in your email provided application. Opens in a new tab.

Jim has supported wealth advisors and their clients for close to 30 years, helping thousands of high-net-worth families better plan their estates with straightforward advice.

 

An expert in Canadian life insurance strategies, Jim helps clients develop a robust estate plan, providing guidance on deferring and/or funding tax liabilities and tax-sheltered insurance to provide immediate liquidity, ensuring family assets remain in the family. He helps families navigate complex value and ownership situations including managing the division of non-liquid assets, such as a private business, family farm or cottage.

 

Jim also ensures that families take into account philanthropic goals and consider all possible insurance strategies to preserve wealth for future generations.

Aram Agopian

Aram Agopian, TEP, CLU, CHS, EPC, FMA, FCSI

Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

With over 20 years of experience in the life insurance industry, Aram works with affluent families, business owners and executives to create tax efficient insurance based strategies that build and safeguard wealth. Insurance planning with both personal or corporate wealth is tailored to each client with the end goal of providing certainty that enhances the lives of clients, their families and businesses.

Aram strongly believes best results are achieved through a holistic team approach. He will work collaboratively with other trusted advisors ensuring wealth is sheltered for both future generations and philanthropic aspirations.

Aram is fully committed to his profession and views continuing education as vital. He has earned several industry designations, including the Trust and Estate Practitioner (TEP), Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified Health Insurance Specialist (CHS) and Chartered Life Underwriter (CLU) designations. It is his knowledge, experience and high ethical standards that allows him to add value and educate each client.

Katie Lazier

Katie Lazier, LLB

Wealth strategist
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

As the Director and Lead of Estate Planning and Philanthropy at CIBC, Kate specializes in assisting ultra-high-net-worth individuals and families in crafting meaningful and effective estate plans and charitable gifts. Leveraging her extensive knowledge in estates, trusts, and charitable law, she assists clients in exploring strategies that facilitate seemless transitions and enhance tax efficiency. Kate is dedicated to helping families identify and prioritize the charitable causes that resonate with them, while also facilitating the communication of their values to future generations. She takes great pleasure in sharing her insights on topics such as wills, powers of attorney, charitable gifts, philanthropy, donor-advised funds, and private foundations.


Kate is a lawyer called to the Bar in Ontario and holds the Certified Financial Planner (CFP) designation. With 16 years of experience practicing law at a national law firm prior to joining CIBC, she has been recognized for her expertise by the Canadian Legal Lexpert Directory and Best Lawyers in Canada. Kate frequently writes and speaks on estate planning and charity and non-profit issues.

Raj Dhawan.

Raj Dhawan, MBA, CLU, PFP

Financial Planning Specialist
(905) 510-4143
Opens in your telephone provided application.
rajnish.dhawan​@cibc.com
Opens in your email provided application. Opens in a new tab.

Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

 

As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.

  • Masters of Business Administration (MBA)
  • Certified Financial Planner (CFP®)
  • Chartered Life Underwriter (CLU®)

Iain Gallagher

Iain Gallagher

Managing Director, CIBC Mid-Market Investment Banking
Opens in your telephone provided application. Opens in your email provided application. Opens in a new tab.

Managing Director, Mid-Market Investment Banking

Iain has more than 15 years of experience advising public and private companies, and private equity funds on M&A and fundraising transactions. Iain has advised clients across a wide range of sectors and industries including Niche Manufacturing (equipment, consumer goods, building materials), Business Services (healthcare, equipment rental, managed clothing) and Specialist Distribution (grocery, fuel, industrial products). Iain also brings significant cross border M&A experience.

Prior to joining CIBC, Iain worked for 4 years with the corporate finance group of an international professional services firm in Toronto. His has also held investment banking and corporate development roles residing in Ireland, the United States and the Netherlands. Iain holds a B. Sc. (Management) from Trinity College, Dublin and an MBA (First Class Hons.) from the Michael Smurfit Graduate School of Business, University College Dublin.

 

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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.


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