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Senior Wealth Advisor, Portfolio Manager, FEA, PFP, CIMA, CIM, FCSI

Slater Financial Group, CIBC Wood Gundy

333 Bay St, Bay Adelaide Center, West Tower, Suite 2800, Toronto, Ontario M5H 2R2

Team Assets (Custodied)

$601-million

Typical Size of Household Accounts

$1-million -
$5-million

Minimum Account Size for New Business

$1-million

Typical Net-Worth of Relationships

$2.5-million -
$8-million

Mark Slater helps families and business owners navigate their complex financial lives. He advises them about coming together behind a shared vision to preserve valuable legacies. Families typically seek his services when overwhelmed at managing the growing complexity of their finances.

At the Slater Financial Group, part of CIBC Wood Gundy, Mark leads a dedicated team of multi-disciplinary experts to oversee all the intricacies of planning and managing client wealth, business continuity and estate planning. He has lived and breathed this complex field for over 27 years.

Mark comes from a family of entrepreneurs. Against that backdrop, he has developed detailed processes to help his clients navigate issues, and achieve their goals and aspirations, from professionalizing their governance to transitioning their wealth and legacy to the next generation.

Recently, Mark published his book Family Business Chronicles: From the Boardroom to the Dining Room. Many of the concepts, like family meetings and family mission statements, can be used by any family dealing with intergenerational wealth. The book’s storytelling approach introduces tools to foster discussions about family legacies, family values and ambitions, and best practices regarding communication, entitlement, intergenerational transition and change.

Regularly sought for his expertise, Mark has been interviewed by The Globe and Mail and Advisor’s Edge, and has guest lectured at the Telfer School of Management, University of Ottawa.

Mark graduated from York University. His professional designations include Family Enterprise Advisor (FEA), MFA-Philanthropy, Personal Financial Planner (PFP) and Certified Investment Manager Analyst (CIMA) through the Wharton School of Business, University of Pennsylvania. Mark was one of the first advisors at CIBC to earn the FEA and MFA-Philanthropy designations. It’s this combination of education, experience and expertise that qualifies him to guide and advise family-owned businesses.

Mark is a founding board member of the Urban Squash Toronto charity, supporting underserved youth. He lives in Toronto with his spouse and their four children. When not advising, he can be found running along the shores of Lake Ontario, or living new adventures in his off-the-grid Airstream. He’s also on a quest to run 40,000 km—the equivalent distance of the circumference of the earth—and to leverage this initiative to raise awareness for local charities that support at-risk youth. He and his family have also participated in the CIBC Run for the cure for the past 18 years.


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