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Slater Financial Group
Meet The Slater Financial Group
Meet Mark Slater
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Difference Between Portfolio Manager and an Adviser
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About CIBC Wood Gundy
Toronto Queen East
1 Queen St. E.
Suite 820
Toronto, Ontario
M5C2W5
Map Link
Tel: (416) 594-8835
Toll Free: +1 (888) 867-8175
Fax: (416) 980-5130

Slater Financial Group

Tel: (416) 594-8835
Toll Free: +1 (888) 867-8175
Fax: (416) 980-5130
mark.slater@cibc.ca

Mark Slater

Titles & Designations

  • Vice-President
  • Portfolio Manager
  • Certified Investment Management Analyst
  • Canadian Investment Manager
  • Bachelor of Business Administration

Languages Spoken

Specialties

  • Advisory & Professional Investment Management Services
  • Charitable Giving
  • Discretionary Portfolio Management
  • Fee-based Accounts
  • Financial Planning Services
  • Business Transition Planning
  • Fixed Income Products
  • Equities
  • International Investments

Licensed In

  • Alberta
  • Ontario
  • British Columbia
  • Quebec

A Tradition Of Client Service And Integrity

The Wood Gundy partnership opened its doors for business in Toronto on February 1, 1905, specializing in underwriting and distributing municipal and provincial bonds. Its young founders, George Herbert Wood and James Henry Gundy, envisioned a financial services firm built on innovation, integrity and solid client relationships – values that the firm maintains today.

At a time when Canada was a country of savers, not investors, and financial management was largely restricted to corporations and the very wealthy, Wood and Gundy emerged as pioneers in the investment industry. The firm took an active role in the organization of Victory Loans during World War I and helped place war bonds in the hands of over one million Canadians.

With the rapid economic growth following the Second World War came increasing demand for sophisticated financial management expertise. Wood Gundy established itself as one of Canada's premier investment firms, financing new Canadian projects and providing investment advice to individual investors across the country.

Acquired by CIBC in 1988, what is now known as CIBC Wood Gundy has created a legacy of helping generations of Canadians meet their financial goals.

Today, CIBC Wood Gundy is the retail division of CIBC World Markets Inc., the corporate and investment banking arm of CIBC, a full-service global financial institution.

Over 1,000 CIBC Wood Gundy Investment Advisors work in more than 80 branches across Canada, upholding the standards first envisioned by George Wood and James Gundy over a century ago to ensure our name remains synonymous with trust, excellent service and investment expertise.

Wood Gundy Commercial

CIBC Wood Gundy is one of Canada's leading full-service investment management firms
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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.