Slater Financial Group - Serving Families

Building Foundations

Your wealth plan builds on your financial blueprint and investment management strategy to incorporate additional services and targeted advice that reflects the integrated and often complex relationship between your business and personal wealth.

Building Foundations - Accessibility Transcript

[Energizing music]

[Mark Slater

Vice-President, Portfolio Manager

Slater Financial Group]

[Building Foundations]

Mark Slater: I think the most important designation I have is my Accredited Portfolio Manager. Like an accountant or like a lawyer, I have a fiduciary duty to act in your best interest.

[Accredited Portfolio Manager]

[Fiduciary duty]

We’re not in the business of stock picking. We see ourselves as portfolio managers where we are constructing diversified portfolios. We see ourselves as risk managers; we’re trying to mitigate the risk in the portfolio.

[Financial Blueprint]

The Slater Financial Blueprint is like a blueprint for your dream house where you’re putting in all the things that you want in that dream house, and then we take that information and construct a financial plan.

[Stress Test]

We stress test your portfolio against thousands of different economic simulations, and what this tells us is how your portfolio will perform during different types of economic environments and the whole goal is to ensure that under most economic situations, your portfolio will be financially sound.

[Learn more at www.slaterfinancialgroup.com]

[Music stops]

[If you are currently a CIBC Wood Gundy client, please contact your Investment Advisor.

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors. Insurance services are available through CIBC Wood Gundy Financial Services Inc.

In Quebec, insurance services are available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.]

Serving the Interests of Affluent Families

We understand that new complexities can be both time consuming and stressful. We direct our efforts to ensure you can enjoy the lifestyle you desire and are confident that a comprehensive wealth plan is at work every day to build and protect assets.

Your wealth plan builds on your financial blueprint and investment management strategy to incorporate additional services and targeted advice that reflects the integrated and often complex relationship between your business and personal wealth.

We consider the broad implications that include inter-generational wealth transfer, business ownership, and all related tax and insurance implications. Understanding the big picture and monitoring the day-to-day coordination and delivery of integrated solutions is where our expertise lies. This liberates you to focus on what matters most – your family, your business and enjoying the lifestyle you have earned.

Our seamless wealth management solution includes:

Coordination of all your advisors through a single office
Comprehensive wealth management that plans for today, tomorrow and for what you will leave behind

Click here to review the details about some of our available services.

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