There are so many investment account types and products out there.  Allow a Slater Wealth Management advisor help you take control of your financial situation to ensure you are on the right track to meet your goal and dreams.  Our process is to:  Establish and define a business relationship  Gather data and define goals  Analyze and evaluate current financial status  Develop and present recommendations  Implement recommendations  Monitor the progress and adapt plan as life changes    

While retirement is a time to enjoy all the things you’ve worked so hard for, some people can feel overwhelmed by the stresses of ensuring you don’t outlive your savings.  We can help you answer:  How much do I need to save to retire?  When can I retire?  What will my retirement income look like?  Will my money last?  What will I receive from government programs such as CPP, OAS and GIS?  Do I need to worry about interest rate and return?  How will market fluctuations affect my finances?   

You’ve spent a lifetime building a legacy that you would like to leave to your beneficiaries.  Having an efficient, secure and timely way to complete that is a key part of financial planning.  Working with us gives you the ability to:  Choose who receives your money when you pass away  Have the transaction happen, outside of the estate, so the entire process is kept private  Avoid paying estate administration costs, allowing more money to go to your beneficiaries.  Offset capital gains and income taxes due upon death  Protect your investments  with Death benefit guarantees  Set up a request to settle that restricts your beneficiaries from getting their…

At Slater Wealth Management we can help you through your transfer options if you are changing employers or retiring from the work force and provide you a recommendation on what your best option will be.   If you are changing jobs and are part of a vested registered pension plan you will likely receive a few options as to what to do with your pension.    If you are in a defined benefit plan,  One of your options will likely be to commute the value of the pension plan to a LIRA or LIF.  If you wish to select that option, you must carefully assess…