Wealth Management Solutions

Slater Financial Group clients have access to a suite of investment and family office services that cater to the unique needs of high-net-worth families.

 

Family Business Services

• Family Governance – Our Family Enterprise Advisor (FEA) experience provides the guidance needed to create a pathway towards a successful transition. Click on the Family Governance link to access the Credit Suisse white paper, which highlights many of the governance structures available to help improve communication and trust.

 

Private Banking Services & Trust Services 

• Full-Service Private Banking
• Will and Trust Services

 

Investment Management 

• Discretionary / Managed Portfolios
• Full-Service Portfolio Advisory
• Wholesale Banking
• Fiduciary Offering

 

Wealth Strategies 

• Corporate and Personal Tax Integration and Advisory
• Estate Planning and Preservation
• Insurance Counsel
• Cross-Border Strategies

 

Stewardship 

• Legacy Planning
• Financial Fluency for Younger Generations
• Strategic Philanthropic Planning
• Donor Advised Funds

 

Business Advisory Services 

• Business Valuation
• Business Transition Planning
• Intro to Business Transition Planning
• CIBC Mid Market Investment Banking

 

Concierge Services 

•  CIBC Private Lifestyle Concierge Services
  • A wide range of services, from booking reservations at top restaurants, accessing tickets to a broad array of events, planning your vacations and so much more.

 

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