Slater Financial Group - Serving Families

Family First

We focus on understanding what matters most to you and your family, delivering solutions that help you achieve your goals.

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[CIBC Private Wealth logo

Mark Slater

Senior Wealth Advisor, Portfolio Manager

Slater Financial Group

Family Office Services]

[Family First]

Mark Slater: To me, family is the most important thing in my life. We have four kids, my wife’s sister has five kids, and my brother has two, and we all live within five minutes of each other, so when we have get-togethers it’s a big, big family. I feel honoured and privileged that I get to work with families in my day-to-day business. Actually helping clients achieve something is important to me. They come to us with either a problem or looking for a solution. We go back to our team and find that solution, so we’re all working towards one goal and all feel great

[CIBC Private Wealth logo

Learn more at

www.slaterfinancialgroup.com]

[CIBC Private Wealth logo]

[CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.

Clients are advised to seek advice regarding their particular circumstances from their personal tax and legal advisors.

Mark Slater and the Slater Financial Group are Investment Advisors with CIBC Wood Gundy.

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

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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