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 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! 

Team Members

  • Kevin Slater CFP, CIM

    Principal & Financial Planner

    Investment Advisor, Designed Securities Ltd.

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  • Karen Debergh, CFP, CEA

    Financial Planner

    Investment Representative, Designed Securities Ltd.

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  • London Mortgage Agent

    Darren Allison

    Financial Advisor

    Investment Representative, Designed Securities Ltd.

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  • Karen Slater

    Director Of Operations

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  • London Mortgage Agent

    Jeniffer Rowe

    Administrative Associate

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  • Tyler Arseneau

    Associate to the Investment Advisor

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  • Gracie Glover

    Administrative Associate

 

Contact our Financial Security Advisors

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

Copyright © 2024 - Slater Wealth Management
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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
Copyright © 2024
1360-B L'Heritage Dr Sarnia, ON N7S 6H8, Canada
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