As a Certified Financial Planners®, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Darren Slade is an Investment Advisor and Financial Planner for Slade Wealth Management. After completing a Bachelor of Arts degree from Trinity Western University, Darren obtained the designation of Certified Financial Planner (CFP). At the end of 2012, Darren completed the Advanced Retirement Strategies and Advanced Estate Planning and Trust Strategies courses. Over his nearly 15 years in financial services, Darren has developed the competence expected by his clients to fulfill the role of "trusted counsel" in all areas of financial and retirement planning.
Prior to joining Slade Wealth Management, he worked for almost four years on a team as an Investment Advisor at Rothenberg Capital Management. He began his career at the TD Bank, where he worked in various roles for over six years.
Darren enjoys providing sound financial advice and recommendations in the areas of investment management, financial planning and tax minimization.
Jennifer Slade is an Investment Advisor and Financial Planner for Slade Wealth Management. After completing a Bachelor of Business Administration degree from Trinity Western University, Jenn continued with her studies and obtained the Certified Financial Planner (CFP) Designation. Soon after obtaining this designation, Jennifer went on to complete and obtain her Chartered Investment Manager (CIM) designation. At the end of 2012, Jennifer completed both her Advanced Retirement Strategies and Advanced Estate Planning and Trust Strategies Courses.
Jennifer brings over 14 years of experience in the financial services industry and her expertise lies with working with entrepreneurs and professionals who are committed to following a wealth creation process. Prior to establishing Slade Wealth Management, she worked for TD Bank Financial Group, where she last held a position in the TD Mutual Funds division in Toronto in the Advice and Planning Department, writing and editing financial planning articles and analyzing financial planning software.
With both her education and vast experience, Jennifer is able to provide comprehensive financial planning, including retirement planning, cash flow analysis, debt management, investment management, general tax and insurance advice.