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 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
    • Family Business Chronicles
  • Family Office
    • Family Advisory Services
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • In The Media
    • Our Blog
  • Contact Us

Serving Families

Address The Bay Adelaide Centre - 333 Bay Street 28th Floor West Tower Toronto ON, M5H 2R2
Telephone Number (416) 594-8835
Email Email us
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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

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

Building Foundations

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

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Serving the Interests of Affluent Families

We understand that these new complexities can be both time consuming and stressful. We direct our efforts to ensure clients are able to enjoy the lifestyle they 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, liberating 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 some of the services available

Request a Meeting

 

 
 
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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.