Our Services

With so many options to consider, it’s always worthwhile to get professional advice from a group of advisors that will give you the personal attention you required. We believe full service means complete access to the key partners of our team. We strive for a high quality personal interface that is customized to client’s unique and varying requirements. Together, we design and implement customized financial strategies that allow you to realize your lifestyle and legacy goals – on your own terms, and at your own pace.

These goals may include:


  • Financial security for your family

  • A sound cash flow strategy in retirement to ensure a quality of lifestyle is maintained long after their prime earning years are over

  • Succession planning for your business

  • Reducing tax

  • Establishing a charitable foundation

  • Seamlessly transferring wealth to the next generation

  • Cashless Stock Option Exercise and Monetization Strategies

  • Other Executive Compensation Packages

If you’d like to move your financial plan from strategy to action, please contact us directly: The Slessor Invesment Group (416) 359-5603