Investment Plans 

Author: Kevin Slater |

  • 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: 
  1. Establish and define a business relationship 
  2. Gather data and define goals 
  3. Analyze and evaluate current financial status 
  4. Develop and present recommendations 
  5. Implement recommendations 
  6. Monitor the progress and adapt plan as life changes    

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We serve clients in Southwestern Ontario including:

Sarnia, Chatham, London, Windsor, Lambton County, Kent County, Essex County, Middlesex County, Oxford County, Elgin County, Huron County, Perth County, Bruce County, Grey County, Brights Grove, Camlachie, Forest, Thedford, Petrolia, Watford, Alvinston, Wyoming, Corunna, Mooretown, Courtright, Sombra, Port Lambton, Wallaceburg, Thamesville, Dresden, Strathroy, Mount Bridges, Komoka, Glencoe, Grand Bend, Belle River, Walkerton, Hanover, Kincardine, Port Elgin, Bayfield, Goderich, Clinton, Seaforth, Wingham

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We serve clients in Southwestern Ontario including:

Sarnia, Chatham, London, Windsor, Lambton County, Kent County, Essex County, Middlesex County, Oxford County, Elgin County, Huron County, Perth County, Bruce County, Grey County, Brights Grove, Camlachie, Forest, Thedford, Petrolia, Watford, Alvinston, Wyoming, Corunna, Mooretown, Courtright, Sombra, Port Lambton, Wallaceburg, Thamesville, Dresden, Strathroy, Mount Bridges, Komoka, Glencoe, Grand Bend, Belle River, Walkerton, Hanover, Kincardine, Port Elgin, Bayfield, Goderich, Clinton, Seaforth, Wingham

Slater Wealth Management
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1360-B L'Heritage Dr Sarnia, ON N7S 6H8, Canada
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