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 holds a Bachelor of Arts degree from University of Toronto in Economics and is also a CFA^® charterholder. She is an Associate Wealth Advisor working closely with Mark Slater and is licensed as Registered Representative with CIBC Wood Gundy. She has been working with the Slater Financial Group since 2003. Her primary focus is the daily monitoring and rebalancing of client portfolios. Jeannie provides clients with comprehensive portfolio reviews and tax reporting. Questions about your portfolio? Call Jeannie – she’s always happy to speak with our clients. In addition, Jeannie is also the team leader and mentor to the other members.

Hamed holds an Honours Bachelor of Commerce degree with a specialization in Finance from the University of Ottawa. He is a CFA charterholder and has also earned the Chartered Investment Manager designation. Hamed is a licensed Registered Representative and has worked with the Slater Financial Group since 2013. He is responsible for financial planning, portfolio construction and implementing client investment strategies. He also provides critical support across the team with reporting, research and analysis.

Sandy graduated from Concordia University, Montreal with a Bachelor of Commerce, major in Finance. She 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 all administrative requests including, scheduling meetings, preparing account documentation and handling cash transfers.

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.