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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 Advisory Team
    • Meet The Service Team
    • Personal Interests
    • Contact Us
  • Investing Services
    • Investment Management
    • Financial Blueprint
    • Investment Management Solutions
  • Family Enterprise Advising
    • Family Governance
    • Family Governance & Enterprise Articles
    • Family Business Chronicles
    • Additional Resources
  • Family Office
    • Family Advisory Services
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • Our Media
    • In The News
    • Our Blog
    • eNewsletter
    • Additional Resources
  • Events

Wealth Management Solutions

Address West Tower, The Bay Adelaide Centre 333 Bay St., Suite 2800 Toronto ON, M5H 2R2
Telephone Number (416) 594-8835
Email Email us
Email Email
Telephone Number Tel

Wealth Management Solutions

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.

 

Request a Meeting

 

 
 
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 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.