Integrated 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.

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

Family Business Services

• Family Governance – Our FEA training helps bring guidance and expertise to professionalize governance and build understanding, awareness and preparedness with the next generation to create a pathway towards a successful transition. Click on the above link to access the Credit Suisse white paper which does an impressive job of highlighting many of the governance structures available and how they help professionalize and improve communication and trust.

Concierge Services 

•  CIBC Private Lifestyle Concierge Services
  • 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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