Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
  • Home
  • About Our Team
    • About us
    • Select clients. Superior service
    • We take care
    • About Mark Slater
    • Meet the Team
  • Investing Services
    • Investment Management
    • Financial Blueprint
    • Investment Management Solutions
  • Family Enterprise Advising
    • Family Governance
    • Family Governance & Enterprise Articles
    • FBC Tools
  • Family Office
    • Family Office Service
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • Our blog
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 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 Team
  • Investing Services
    • Investment Management
    • Financial Blueprint
    • Investment Management Solutions
  • Family Enterprise Advising
    • Family Governance
    • Family Governance & Enterprise Articles
    • FBC Tools
  • Family Office
    • Family Office Service
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • Our blog
  • Contact us

Meet the 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 Team

Previous Next

Our team are all experts in their field and offer best-in-class advice that is seamlessly integrated to give you a holistic view of your financial plan and future.

Mark Slater

Mark Slater, FEA, CIMA, CIM, PFP

Senior Wealth Advisor

Portfolio Manager

Tel:

(416) 594-8835

Email:

Mark.Slater@cibc.com

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 Tse

Jeannie Tse, CFA

Associate Portfolio Manager

Associate Wealth Advisor

Tel:

(416) 594-8884

Email:

jeannie.tse@cibc.ca

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 Amri

Hamed Amri, CFA, CIM

Associate Investment Advisor

Tel:

(416) 594-8879

Email:

Hamed.Amri@cibc.com

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 Wan

Sandy Wan, CFP, CIM, FMA, FCSI

Financial Associate

Tel:

(416) 980-6960

Email:

Sandy.Wan@cibc.ca

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.

Mark Slater

Mark Slater, FEA, CIMA, CIM, PFP

Senior Wealth Advisor
Portfolio Manager
(416) 594-8835
Mark.Slater​@cibc.com

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 Tse

Jeannie Tse, CFA

Associate Portfolio Manager
Associate Wealth Advisor
(416) 594-8884
jeannie.tse​@cibc.ca

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 Amri

Hamed Amri, CFA, CIM

Associate Investment Advisor
(416) 594-8879
Hamed.Amri​@cibc.com

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 Wan

Sandy Wan, CFP, CIM, FMA, FCSI

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

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.

 
Previous Next

OUR PARTNERS

We partner with CIBC experts to help address all of your wealth needs.

Jamie Golombek

Jamie Golombek

Managing Director Tax and Estate Planning

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 Hiemstra

Jennifer Hiemstra, BA, CFP, FMA

Wealth Strategist

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 Harris

Kerry Harris, MTI

Senior Manager, Trusts and Estates

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.

Jamie Golombek

Jamie Golombek

Managing Director Tax and Estate Planning

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 Hiemstra

Jennifer Hiemstra, BA, CFP, FMA

Wealth Strategist

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 Harris

Kerry Harris, MTI

Senior Manager, Trusts and Estates

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.

 

Contact us

 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC AdvisorReport
 IIROC  Canadian Investor Protection Fund

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.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.