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Steve Tate

BA, CFP, CIM, CHS, EPC, FCSI

As the founder of Tate Financial, Steve’s passion and expertise revolve around retirement planning and retirement income 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 he works for his clients so that they can relax and live the life that they envision.

Steve holds a Bachelor of Arts degree in History from the University of Victoria and is a member of the Million Dollar Round Table, an independent association of the world’s leading life insurance and financial services professionals.  MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.  MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

Steve also holds the following designations:


Certified Financial Planner (CFP):

The Certified Financial Planner certification is the most widely recognized financial planning designation in Canada and represents the highest standards of competence, ethics and practice in the industry.

Chartered Investment Manager (CIM):

The Chartered Investment Manager Designation is a leading industry standard that is recognized by the Canadian securities regulators. It ensures that those who earn it have the knowledge, skills and tools necessary to evaluate and manage the most complex aspects of your investment portfolio.

Certified Health Insurance Specialist (CHS):

A Certified Health Insurance Specialist is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals. The CHS is the only designation in Canada denoting specialized knowledge in all areas of living benefits and is the premier credential in the health insurance industry.

Elder Planning Counselor (EPC):

The Canadian Initiative for Elder Planning Studies, believes that working with the maturing client involves a “total needs approach”, and that these needs evolve from an individual’s early wage-earning years and continue to change as the individual moves through the aging process.

Fellow of the Canadian Securities Institute (FCSI):

The Fellow of the Canadian Securities Institute is the highest honour and most senior credential in Canadian financial services. It is reserved solely for an elite group of experienced financial services professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement.