Slater Wealth Management

Slater Wealth Management is a team of experienced financial advisors dedicated to providing personalized financial planning and investment services to clients in Southwestern Ontario. We work with individuals, families, and business owners to create, protect, and enhance their financial security.

Our Guiding Principles

Our philosophy is anchored in building strong client relationships, understanding your unique financial goals, and providing comprehensive solutions tailored to your specific needs. We believe in:

• Personalized planning: We take the time to understand your individual circumstances, goals, and risk tolerance.
• Transparency & accountability: We provide clear and concise explanations of your plan and regularly review its performance.
• Client-centered approach: Your success is our success, and we prioritize open communication and collaboration.

Insurance

• Life Insurance
• Disability Insurance
• Critical Illness Insurance
• Group Insurance
• Travel Insurance

Investments

• RRSPs, TFSA's, Pension Transfer Accounts
• RESP's, RDSP's
• Investment Products (Mutual Funds, Segregated Funds, Annuities, GIC's)

Banking

• Mortgages
• Lines of Credit
• Investment Loans
• High Interest Savings Accounts
• Credit Cards

Financial Planning

• Investment Planning
• Retirement Planning
• Estate Planning
• Career transition/Pension Transfer
• Comprehensive Insurance Planning
• Debt Planning
• Major Purchase Plans

Business Owner Services

• Group Benefit Plans
• Group Retirement Plans
• Key Person Insurance/Shareholders Life Insurance
• Corporate Asset Transfer
• Corporate Investment & Bank Accounts

Our Commitment

At Slater Wealth Management, we are committed to providing exceptional client service and helping you achieve your financial goals. We will work with you every step of the way, ensuring that your financial plan is aligned with your life events and financial aspirations.