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Toronto Bay Adelaide Branch
333 Bay Street, 28th Floor
West Tower
Toronto, Ontario
M5H 2R2
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Tel: (416) 594-7950
Toll Free: +1 (800) 263-3803
Fax: (416) 594-7951

Slater Financial Group

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Welcome to the Slater Financial Learning Academy

The guiding principle behind our success is the belief that educating clients is the key to building realistic financial plans, achieving financial and life goals and maintaining peace of mind.

For this reason we have created this website compiled of educational videos, presentations and articles on various financial topics to help better inform and educate our clients.

Click on any topics in the left side of the page to find articles and videos on the various topics. We hope you find the information on the website informative and welcome your feedback



Sincerely,
Mark Slater
Vice President, Portfolio Manager
slaterfinancialgroup@cibc.ca

 

Recent Video – Corporate Estate Bond

 A Corporate Estate Bond is a financial planning strategy designed to increase the size of your estate by moving surplus corporate dollars exposed to tax into a tax-deferred life insurance policy. Watch the Video.

 

Recent Article - Knowing Your Marginal Effective Tax Rate

 Knowing Your Marginal Effective Tax Rate – Do you know what your marginal effective tax rate is?Read more

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.