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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
    • FBC Tools
  • Family Office
    • Family Office Service
    • Business Transition Planning
    • Serving Families
    • Wealth Management Solutions
  • Our blog
  • Contact us

Wealth Management Solutions

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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Telephone Number Tel

Wealth Management Solutions

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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 IIROC  Canadian Investor Protection Fund

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.