Contact Us

Office Locations

Fraser Valley
Morgan Creek Corporate Centre
#307 – 15252 32nd Ave South Surrey, BC V3Z 0R7 


Vancouver
#1900 – 1500 West Georgia Street Vancouver, BC V6G 2Z6


Main: 604.560.5595
Fax: 604.560.5594


Management Team

Steve Tate

B.A., CFP, CIM, CHS, EPC, CPCA, FCSI
Certified Financial Planner, President
steve@tatefinancial.ca

To set up an appointment or speak with an advisor, please contact us.

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At Tate Financial we are committed to helping you create wealth,

preserve and protect it, and pass it on to the generations that follow.