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The average meeting length is one hour. You are welcome to bring your investment statements, although this is not necessary.
Contact Us
+1 604 560 5595
info@tatefinancial.ca
South Surrey
Morgan Creek Corporate Centre
306A-15252 32 Avenue
South Surrey, BC V3Z 0R7
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Tate Financial South Surrey
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Steve Tate
Financial Planner & Associate Portfolio Manager
Steve’s passion and expertise revolve around retirement income planning, estate planning and inter-generational wealth management. Steve has a strong background in investment/portfolio management and uses these skills to optimize investment portfolios and financial plans for his clients. As an independent Certified Financial Planner he works for his clients so that they can relax and live the life that they envision.
Growing up in the Okanagan, Steve is an avid skier/snowboarder and golfer, having become a golf professional during university and continuing in the profession for a few years after graduation. Steve holds a Bachelor of Arts degree in History from the University of Victoria and is licensed as an associate portfolio manager in BC and Alberta. He is also licensed as an insurance advisor in BC and has been a Certified Financial Planner since 2010.
He provides securities advice and products through TF Wealth Management, a trade name of Aligned Capital Partners Inc. who is a member of IIROC and the CIPF. Click here for more information.
Deb Tate
Financial Advisor & Associate Portfolio Manager
Deb prides herself on educating clients about their options and empowering them to make informed and confident decisions about their financial future. Her diverse skill set helps her take the guesswork out of financial planning, and her clients appreciate her unbiased expertise and advice.
Having earned her Bachelor’s degree from McGill University and a business diploma from the British Columbia Institute of Technology, Deb draws on her analytical background, including commercial real estate analysis and mortgage underwriting, to provide her clients with a broad range of investment options.
Deb is an Associate Portfolio Manager and is also licensed as a Life Insurance Advisor in both BC and Alberta. She provides securities advice and products through TF Wealth Management, a trade name of Aligned Capital Partners Inc. who is a member of IIROC and the CIPF. Click here for more information.
Keyana Poteate
Client Services Manager & Insurance Advisor
Keyana joined the financial services industry in 2017 and brings strong administrative skills to her role as Tate Financial’s Client Relationship Manager. She is detail-oriented and works closely with Steve and Deb to ensure that clients consistently receive the highest level of service and professionalism in all interactions. She is knowledgeable, attentive and enjoys getting to know each of our clients.
Since joining our team Keyana has completed the LLQP program and the Canadian Securities Course. She is licensed as a Life Insurance Advisor and Investment Representative in both BC and Alberta and continues to increase her industry education to expand her skill set. In her free time, she enjoys spending time with family and friends, trying new restaurants and baking.
Securities advice and products are provided through TF Wealth Management, a trade name of Aligned Capital Partners Inc. who is a member of IIROC and the CIPF. Click here for more information.