Our Story

Author: Slater Wealth Management |

  • Slater Wealth Management was founded in January 2001 in Mississauga, Ontario by Kevin Slater CFP, CIM.    
  • In 2004 Kevin and Karen Slater relocated the business to the St. Clair Corporate Centre in Sarnia, Ontario and took over for retiring advisor Mike Tynan CLU. The move also allowed Kevin & Karen to be much closer to family.     
  • In 2006 Karen took her banking experience and joined Kevin in the business to manage Operations and service their growing clientele.    
  • In 2011 Slater Wealth Management relocated in Sarnia and advisor Carl Mitchell CLU, joined the firm to build a succession plan for his business. Sadly in 2013, Carl fell ill and passed away quite suddenly.  We will always miss Carl's infectious laugh around the office and appreciate the great guy he was.   
  • Advisor Tom Yates EPC joined the team in 2013 to build a succession plan for his business as he approached retirement.  In 2020 Tom retired as a Financial Services Advisor.
  • In 2017 Slater Wealth Management relocated again to our current location to facilitate future growth plans and advisor Darren Allison joined the firm to help service our growing business and more effectively build his clientele.     
  • In 2017 Karen Debergh also joined the firm to more effectively build her clientele and build a long term succession plan for her business.  Karen continues to build her clientele out of her home office in Wallaceburg.
  • Slater Wealth Management provides walk-in service between 9:00 AM & 4:00 PM Monday to Friday, where clients are always greeted warmly by our Administrative Associate Jeniffer Rowe.
  • Slater Wealth Management's experienced  financial advisors and support teams, make us the right choice for all your financial needs! 


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