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 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 works with clients to deliver financial peace of mind. He creates custom financial plans and pairs them with tailored investment portfolios that are designed specifically for each client. Hamed is committed to helping clients achieve their financial goals and meets with them regularly to monitor progress. His deep understanding of advanced portfolio management stems from his years of experience and education. He is a Chartered Financial Analyst (CFA) and a Chartered Investment Manager (CIM®) and holds an Honors Bachelor of Commerce in Finance from the University of Ottawa.

Away from work, he lives an active lifestyle and enjoys playing soccer, basketball and skiing. In his spare time, he sets out to explore new places around the world to experience different cultures and try new cuisines. 

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 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 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.

With over 15 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 works collaboratively with other trusted advisors ensuring wealth is sheltered for both philanthropic aspirations and future generations. Fully committed to his profession he views continuing education as vital. Outside of the office Aram keeps busy with his wife and three young children. On weekends he can be found with his family at the cottage or on the soccer field where his competitive nature is evident.

Kate helps affluent individuals maximize their wealth to benefit their families and communities. She practiced charity and non-profit law for 15 years in Toronto at a national law firm and was recognized for her expertise in trust and estate law by the Best Lawyers in Canada. As a Wealth Strategist Kate provides individuals with personalized recommendations to assist them in realizing their financial, estate and philanthropic goals. Kate will work with your team of professional advisors to facilitate the implementation of any recommended strategies.

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®)

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.