Don't just chase your dreams

Let us help you plot a path!

Choose to work with The Slattery Team and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

Choose to work with us, and you’re choosing a strategic approach to getting to your goals, not trend-chasing. We design your portfolio based on your priorities and manage it, hands-on to optimize your investment.

We are not exclusive to any bank or fund so we come with no-strings-attached.

We make your financial goals a personal priority. We get to know you, learn what makes you tick, uncover your dreams, and help you sketch a plan that makes them a reality.

We are backed by a formidable investment management team at IPC. We understand the markets and leverage the changes that make the most impact for you.

We tailor plans to suit your stage-of-life, plans and milestones.

We follow the Personal Wealth Management Strategy, a disciplined process designed to help us plan and keep your plans on track.

We believe in financial plans that work for you. Getting you to your dreams is the stuff that makes us excited!

Our Team

Dereck Slattery, BBA

Financial Advisor

Lise Gillis

Administrative Co-ordinator

Our Team

Praise is best heard in the third person

"Before linking up with Dereck Slattery to handle my investments and offer advice on the best course of financial action at different stages of my life, I felt a huge gap between myself and my financial strategies. More than 20 years ago that changed when Dereck took over the management of my portfolio. What distinguishes him particularly is his ability to listen and customize his recommendation to my needs. With his help I am able to reconnect with my financial goals and turn them into realities. I have consistently recommended Dereck’s services to others, and have been told by those people that they are grateful too for the day they took their business to him." - Edith Robb,President, Westmorland Communications Inc.

Praise is best heard in the third person

"Dereck Slattery has a unique skill of being able to cut through jargon and explain complicated issues in basic terms anyone can understand. That is vital if you are to build any kind of a secure relationship with the person handling your financial portfolio. At the same time, he provides excellent and consistent portfolio monitoring and his recommendations are backed by sound data. His advice to me over a 15-year period has been consistently correct. He is adept at keeping his clients in the know, and my wife and I are pleased to attend the regular education sessions that are offered. I have no hesitation in recommending Dereck. He has a deep understanding of financial trends and the ability to translate his knowledge into sound advice for his clients." - Rocky Stultz, President, Call