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.

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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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 Elgon, Bayfield, Goderich, Clinton, Seaforth, Wingham, ON.

What We Do

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