Meet Our Team


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Steve Tate

BA, CFP, CIM, CHS, EPC, CPCA, FCSI

As the founder of Tate Financial, Steve’s passion and expertise revolve around retirement income planning and estate planning. He develops, delivers and implements financial programs with an emphasis on investment analysis, sustainable income planning, and inter-generational wealth management.  Steve has a strong background in investment management and uses these skills to optimize investment portfolios and financial plans for his clients. As an independent Certified Financial Planner with a special interest in retirees and soon-to-be retirees, he works for his clients so that they can relax and live the life that they envision.

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Deb Tate

 

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Rob Hack

 

Rob’s responsibilities encompass that of Branch Manager with Investia Financial Services Inc. Rob began his career in the financial services industry 20 years ago, joining Customplan in 2005. A recognized financial advisor in his own right, his experience and reputation allows him to educate both associates and clients, providing them with strategic solutions to help them achieve their short and long term goals. His expertise in practice management is relayed in his ability to assess all areas of risk thereby incorporating concepts to assist advisors in growing their respective practices. Rob is a member of the Million Dollar Round Table.


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Karl Krokosinski

Karl is the founder of Customplan Financial Advisors and has over 36 years of experience in developing business leaders in the financial industry. He oversees the management of 11 Customplan offices across Canada, as well as affiliate offices in the United States, England, Mexico, and Hong Kong. Karl provides strategic advice to Tate Financial in the area of practice management and, provides training as well as administrative, compliance, and agency support to the management team of the Tate Financial. Karl is a life and qualifying member of the Million Dollar Round Table and currently a 15 year member of the Top of the Table.

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Amber Robson

Amber’s primary role is to meet and greet clients as they call or visit the office, and to support our advisor team by ensuring that the office responds quickly and efficiently to client requests. She assists in the production and tracking of many types of client paperwork for both insurance and investments, and makes it her daily goal to provide you with courteous and efficient assistance relating to your investment accounts.