Who We Are

  • Serving Southwestern Ontario, our team at Slater Wealth Management provides first class financial planning services to Individuals, Families, Professionals and Businesses.  Slater Wealth Management currently serves over 3,000 clients concentrated mostly in Southern Ontario. 

    • Our Story
    • 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 approaches retirement.     
    • In 2017 Slater Wealth Management relocated again to our current location to facilitate future growth plans and advisors  Darren Allison and Kirk Ramsay joined the firm to help service our growing business and more effectively build their 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 and is supported by her administrator Sheri Deburger.   
    • Slater Wealth Management provides walk-in service between 9:00 AM & 5:00 PM Monday to Friday, where clients are always greeted warmly by our Administrative Team Jeniffer Rowe and Christine Yates.     
    • Slater Wealth Management's experienced  financial advisors and support teams, make us the right choice for all your financial needs! 

Team Members

  • Sarnia Financial Advisor

    Kevin Slater CFP, CIM

    Principal & Financial Planner

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  • London Mortgage Agent

    Tom Yates EPC

    Financial Security Advisor

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  • London Mortgage Agent

    Karen Debergh

    Financial Security Advisor

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  • London Mortgage Agent

    Darren Allison

    Financial Security Advisor

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  • Karen Slater

    Director Of Operations

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  • London Mortgage Agent

    Jeniffer Rowe

    Administrative Associate

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  • London Mortgage Agent

    Chris Yates

    Administrative Associate

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Contact our Financial Security Advisors

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