A comprehensive benefits plan can help you attract and retain valuable employees. We work with all the country’s leading group insurance providers, we offer dynamic products and years of experience, so we’re equipped to create a plan that fits the needs of your organization. Generate reports and access billing and enrolment details easily using our online solutions. 

Your organization is unique.  That's why we take a customized approach to your group retirement and savings plans needs.  We have the large investment fund lineup in the industry and a variety of plan types and products to meet your needs.  We also offer target risk and target date asset allocation funds—so your employees can get diversification within a single fund.    We work with you to understand your unique needs, and those of your employees. That’s what pushes us to provide superior service.  We have innovative solutions to meet your employees’ needs and to help you effectively administer your organization’s plan.       

Business owners want to know that when they die or become disabled there’s a plan that outlines the terms under which their interests will be sold for a fair price. After all, their business is often key to supporting their lifestyle today and accumulating wealth for their future. A buy/sell agreement is a legally binding agreement between co-owners of a business. It helps to determine the situation if a co-owner dies, becomes disabled, is forced to leave the business or chooses to leave the business.  A buy/sell agreement is important because it can:  Spell out each owner’s obligation to purchase shares on…

The opportunity The Corporate asset transfer concept is designed for business owners who:   are typically over age 50 and in good health ƒ are shareholders of a successful and established private corporation   own investments in this private corporation that may not be needed during their lifetime ƒ typically either have plans to establish or have already established a holding company   are looking to preserve the accumulated passive investments held within the corporation   have a desire to reduce taxes on income (personal or corporate)   -wish to enhance the value of their estate for heirs     The assets shareholders hold, either directly or indirectly through the corporations, will…

At Slater Wealth Management, we can open corporate Investment accounts to suit your company's needs.  From the best Guaranteed Investments Accounts to Balanced Investment strategies to Long term stock based investment funds, we can align you with the correct accounts that are aligned to the proper use and time horizon  of your corporate dollars.    In addition we can open corporate bank accounts that generate high interest on your money with no monthly account fee.  These accounts are suitable for accounts that do not require cash deposits. Click here to reach a Slater Wealth Management Advisor today  We serve clients across Sarnia, Corunna, Wallaceburg,…