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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
    • 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 Service Team

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

Meet The Service Team

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Sandy Wan, CFP®, CIM®, FMA, FCSI

Financial Associate

Tel:

(416) 980-6960

Email:

Sandy.Wan@cibc.ca

Sandy holds a Bachelor of Commerce degree from Concordia University, Montreal with a major in Finance. Sandy holds a number of professional designations. She is a certified Financial Planner (CFP®); Chartered Investment Manager (CIM®) Financial Management Advisor (FMA); Sandy is a Fellow of the Canadian Securities Institute (FCSI).

Sandy is a licensed Registered Representative and has worked at CIBC Wood Gundy since 1993, and with the Slater Financial Group since 2016.

Sandy is responsible for administrative tasks, including monitoring daily transactions of accounts, account openings and documentation, handling financial transactions, trading and client services. In addition to administrative work, Sandy provides training to the new assistants and reliable support to her team.

 

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Ryan Tam

Client Associate

Tel:

(416) 542-4970

Email:

ryan.tam@cibc.com

Ryan holds an Honours Bachelor of Science degree from the University of Toronto with a double major in Psychology and History. He is a Client Associate and is licensed as a Registered Representative with CIBC Wood Gundy. He joined the Slater Financial Group in 2021 whilst studying full-time to complete the educational requirements for the Certified Financial Planner designation.

He is responsible for administrative tasks including preparing documents for clients’ accounts, facilitating the transfer of funds between accounts and executing trades. In addition to administrative tasks, he helps the team with research, organizing data and making information presentable to clients.

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Jeff Clarke

Administrative Assistant

Tel:

(416) 304-1651

Email:

Jeff.Clarke@cibc.com

Jeff holds a Bachelors of Arts degree from St. Lawrence University, NY in Government and Political Science. He is an Administrative Assistant, while studying to become a licensed Registered Representative with CIBC Wood Gundy. Jeff joined the Slater Financial Group in 2022 and is responsible for administrative tasks, including preparing account documentation and handling financial transactions.

 

Sandy Wan, CFP®, CIM®, FMA, FCSI

Financial Associate
(416) 980-6960
Sandy.Wan​@cibc.ca

Sandy holds a Bachelor of Commerce degree from Concordia University, Montreal with a major in Finance. Sandy holds a number of professional designations. She is a certified Financial Planner (CFP®); Chartered Investment Manager (CIM®) Financial Management Advisor (FMA); Sandy is a Fellow of the Canadian Securities Institute (FCSI).

Sandy is a licensed Registered Representative and has worked at CIBC Wood Gundy since 1993, and with the Slater Financial Group since 2016.

Sandy is responsible for administrative tasks, including monitoring daily transactions of accounts, account openings and documentation, handling financial transactions, trading and client services. In addition to administrative work, Sandy provides training to the new assistants and reliable support to her team.

 

Ryan Tam

Client Associate
(416) 542-4970
ryan.tam​@cibc.com

Ryan holds an Honours Bachelor of Science degree from the University of Toronto with a double major in Psychology and History. He is a Client Associate and is licensed as a Registered Representative with CIBC Wood Gundy. He joined the Slater Financial Group in 2021 whilst studying full-time to complete the educational requirements for the Certified Financial Planner designation.

He is responsible for administrative tasks including preparing documents for clients’ accounts, facilitating the transfer of funds between accounts and executing trades. In addition to administrative tasks, he helps the team with research, organizing data and making information presentable to clients.

Jeff Clarke

Administrative Assistant
(416) 304-1651
Jeff.Clarke​@cibc.com

Jeff holds a Bachelors of Arts degree from St. Lawrence University, NY in Government and Political Science. He is an Administrative Assistant, while studying to become a licensed Registered Representative with CIBC Wood Gundy. Jeff joined the Slater Financial Group in 2022 and is responsible for administrative tasks, including preparing account documentation and handling financial transactions.

 

 
 
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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.


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