Steve Tate

Steve Tate Email and Phone Number

Portfolio Manager - TF Wealth Management of Aligned Capital Partners and Certified Financial Planner - Tate Financial @ Aligned Capital Partners Inc.
burlington, ontario, canada
Steve Tate's Location
Vancouver, British Columbia, Canada, Canada
Steve Tate's Contact Details

Steve Tate personal email

n/a
About Steve Tate

I am the founder of Tate Financial, a full service financial planning firm based in South Surrey British Columbia, specializing in financial planning and risk management. To complement the financial planning services provided at Tate Financial, I am an associate portfolio manager with Aligned Capital Partners Inc, and specialize in investment and wealth management.I am the co-author of the book "Paycheques and Playcheques" Retirement Income Solutions for Canadians. This book is based on the math and science behind a proper and successful retirement. Best of all, it's an easy read, packed full of great income generating strategies to help you or your clients through retirement!I earned a Bachelor of Arts degree from the University of Victoria, currently hold the following designations:- CFP (Certified Financial Planner)- CIM (Chartered Investment Manager)- CHS (Certified Health Insurance Specialist)- RRC (Registered Retirement Consultant)- EPC (Elder Planning Counselor)- FCSI (Fellow of the Canadian Securities Institute)

Steve Tate's Current Company Details
Aligned Capital Partners Inc.

Aligned Capital Partners Inc.

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Portfolio Manager - TF Wealth Management of Aligned Capital Partners and Certified Financial Planner - Tate Financial
burlington, ontario, canada
Website:
alignedcapitalpartners.com
Employees:
216
Steve Tate Work Experience Details
  • Aligned Capital Partners Inc.
    Portfolio Manger
    Aligned Capital Partners Inc. Dec 2021 - Present
    View
  • Aligned Capital Partners Inc.
    Senior Financial Advisor
    Aligned Capital Partners Inc. Aug 2017 - Dec 2021
    South Surrey Bc
    View
  • Tate Financial
    Certified Financial Planner And Specialist In Retirement Income Strategies
    Tate Financial Nov 2006 - Present
    #306A - 15252 32Nd Avenue, Surrey, Bc
    As the Principal and Founder of Tate Financial, I focus on strategic financial planning. I use my expertise and knowledge to create, implement and manage retirement plans, income strategies and estate plans.
    View
  • Idc Worldsource Insurance Network Inc.
    Associate
    Idc Worldsource Insurance Network Inc. Jun 2021 - Present
    Surrey, British Columbia, Canada
    View
  • Customplan Financial Advisors Inc.
    Associate
    Customplan Financial Advisors Inc. Jan 2011 - Jun 2021
    Suite 1900 - 1500 West Georgia Street, Vancouver, Bc
    View
  • Investia Services Financiers Inc. / Investia Financial Services Inc.
    Representative
    Investia Services Financiers Inc. / Investia Financial Services Inc. Jan 2011 - Aug 2017
    Suite 1900 - 1500 West Georgia Street, Vancouver, Bc
    View
  • St. Michaels University School
    Board Of Trustees - Alumni Association
    St. Michaels University School May 2008 - Apr 2014
    Victoria, Bc
    View
  • Singer Olfert Financial Group
    Certified Financial Planner & Canadian Investment Manager
    Singer Olfert Financial Group 2007 - 2010
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  • Wiffen Financial
    Investment And Insurance Advisor
    Wiffen Financial 2006 - 2007
  • Ponderosa Golf Course
    Golf Professional
    Ponderosa Golf Course 2002 - 2006
  • Uplands Golf Course
    Assistant Golf Professional
    Uplands Golf Course Sep 2001 - Mar 2003

Steve Tate Skills

Strategic Financial Planning Investments Retirement Planning Wealth Management Mutual Funds Retirement Insurance Investment Advisory Financial Advisory Estate Planning Financial Services Finance Investment Strategies Financial Planning Small Business Disability Insurance Life Insurance Wealth Leadership Risk Management Alternative Investments Wealth Management Services Critical Illness Financial Planners Personal Finance Asset Allocation Asset Management Business Planning Investment Management Fixed Annuities Savings Pensions

Steve Tate Education Details

Frequently Asked Questions about Steve Tate

What company does Steve Tate work for?

Steve Tate works for Aligned Capital Partners Inc.

What is Steve Tate's role at the current company?

Steve Tate's current role is Portfolio Manager - TF Wealth Management of Aligned Capital Partners and Certified Financial Planner - Tate Financial.

What is Steve Tate's email address?

Steve Tate's email address is st****@****cial.ca

What schools did Steve Tate attend?

Steve Tate attended University Of Victoria, Cfa Institute, St. Michaels University School.

What skills is Steve Tate known for?

Steve Tate has skills like Strategic Financial Planning, Investments, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Insurance, Investment Advisory, Financial Advisory, Estate Planning, Financial Services, Finance.

Who are Steve Tate's colleagues?

Steve Tate's colleagues are Jemma R., Warren Rozario, Devi Brigmohan, Kirk Brugger, Cfp, Mark Wilson, Cim®, Anthony De Feo, Scott Johnstone.

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