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 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 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.