What We Do

At Slater Wealth Management we offer so much more than a simple approach to financial planning and investing.  We work with clients to create, protect and enhance their financial security and develop a financial plan unique to each individual.   

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  • Our financial plans are implemented through our carefully selected investment options, insurance policies, banking and lending products.  
  • The plans are continuously monitored through our annual service process and changes are made to your custom plan as your life and financial goals change overtime. 
  • Your accounts will always be aligned with a dedicated advisor that gets to know you and as your life changes your advisor will be there to hold your hand along the way. 
    • INSURANCE
    • Life Insurance 
    • Disability Insurance 
    • Critical Illness Insurance 
    • Group Insurance 
    • Travel Insurance   

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    • INVESTMENTS
    • Investment Accounts 
      • RRSP's, TFSA's, Pension Transfer Accounts, RESP's, RDSP's & more 
    • Investment Products 
      • Mutual Funds, Segregated Funds, Annuities, GIC's, High Interest Savings Accounts & more   

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    • BANKING
    • Mortgages 
    • Lines of Credit 
    • Investment Loans 
    • High Interest Savings Accounts 
    • Credit Cards 

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    • FINANCIAL PLANNING
    • Investment Plans 
    • Retirement Plans 
    • Estate Plans 
    • Career transition/ Pension Transfer Plans 
    • Comprehensive Insurance Plans 
    • Debt Planning 
    • Major Purchase Plans   

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    • BUSINESS OWNERS
    • Group Benefit Plans 
    • Group Retirement Plans 
    • Key Person Insurance/Shareholders Life Insurance¬†
    • Corporate Asset Transfer¬†
    • Corporate Investment & Bank Accounts¬†

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