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CIBC Wood Gundy
Slater Financial Group
Meet The Slater Financial Group
Meet Mark Slater
Our Unique Approach to Financial Planning
Slater Financial Learning Academy
Philanthropy
Articles Published by Mark
Difference Between Portfolio Manager and an Adviser
Our Services
Our Investment Solutions
Our Mission Statement and Values
Useful Links
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

Our Mission Statement

To offer clients reliable, comprehensive wealth management services in a disciplined, tax-effective and risk controlled manner. To build a solid foundation of trust and integrity, our success depends upon the quality of our relationships with our clients.

Our Values

  • Integrity
  • Confidentiality
  • Transparency
  • Complete disclosure
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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.