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Our mission is to build a financial security plan tailored to help meet your specific needs. Were dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals. Whether purchasing a home, financing a childs education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs. For Individuals and Families. Set up a meeting*. Investing to Achieve Your Goals. Quadru...

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Our mission is to build a financial security plan tailored to help meet your specific needs. Were dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals. Whether purchasing a home, financing a childs education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs. For Individuals and Families. Set up a meeting*. Investing to Achieve Your Goals. Quadru...

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1 kevin slater

2 cfp cim

3 certified financial planner

4 investment representative

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8 karen@slaterwealth ca

9 how we work

10 products and services

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Home | Slater Wealth Management | kslater.ca Reviews

https://kslater.ca

Our mission is to build a financial security plan tailored to help meet your specific needs. Were dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals. Whether purchasing a home, financing a childs education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs. For Individuals and Families. Set up a meeting*. Investing to Achieve Your Goals. Quadru...

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kslater.ca

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For Individuals | Slater Wealth Management

http://www.kslater.ca/products/individuals

Whether saving for your child’s education, planning a vacation, building a nest-egg or managing your finances during retirement, we can help you create an investment portfolio that fits your needs. A significant component of most investment portfolios, mutual funds may fit into your financial security plan. Mutual funds allow individuals to pool their savings in a diverse portfolio of investments managed by professional money managers. For mutual fund information, click here. Registered education savings...

2

About | Slater Wealth Management

http://www.kslater.ca/about

Kevin Slater, CFP, CIM. Tom Yates, EPC. For Individuals and Families. Set up a meeting*. To set up a meeting to discuss your financial goals and needs. Investing to Achieve Your Goals. Click here for more. The information on this website is intended for residents of Ontario only. Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Quadrus Group of Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

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Tell a Friend | Slater Wealth Management

http://www.kslater.ca/tell

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend! Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*). Leave this field blank:. What code is in the image? Enter the characters shown in the image. For Individuals and Families. Set up a meeting*. To set up a meeting to discuss your financial goals and needs. Click here for more.

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Home | Slater Wealth Management

http://www.kslater.ca/home

Kevin Slater, CFP, CIM. Our mission is to build a financial security plan tailored to help meet your specific needs. Were dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals. Whether purchasing a home, financing a childs education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs. For Individuals and Families. Set up a meeting*. Quadrus, Quadru...

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Working with you | Slater Wealth Management

http://www.kslater.ca/process

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true. We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financials planning process, which is based on the four cornerstones. Of financial security. It is a process designed to help you:. Better understand what financial security means to you by reviewing your current situation and defining goals. Insurance ...

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Home | Slater Wealth Management

Our mission is to build a financial security plan tailored to help meet your specific needs. Were dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals. Whether purchasing a home, financing a childs education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs. For Individuals and Families. Set up a meeting*. Investing to Achieve Your Goals. Quadru...

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