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 Manager 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 Investment 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.

Jennifer uses her knowledge and experience as a Wealth Advisor to help affluent Canadian families achieve their financial goals and enjoy peace of mind. Taking an in-depth approach to understanding your unique situation, she provides a formal recommendation to optimize how your financial affairs are structured with specific emphasis on tax optimization, wills, estate and trust planning.

Jennifer collaborates with a team of professional advisors, including your accountant and lawyer, to gain insight into your situation and objectives, and facilitate the smooth implementation of any recommended strategies. Jennifer received her Bachelor of Arts from Carleton University in 2000, and has earned several industry designations.

Kerry realizes the importance of knowing that your family and your business are taken care of financially, according to your wishes. She draws on the expertise of CIBC partners to help solve complex trust administration issues and act as an objective third party to help our clients manage family and beneficiary relationships. Administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kerry has the expertise to execute or assist clients in ensuring that role is carried out effectively and efficiently. Kerry has been with CIBC since 2012. She has an Honours Business Administration degree from the Richard Ivey School of Business at Western University and is a member of the Trust Institute for estate and trust professionals.