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Steve Tate, CFP, CIM, FCSI

Tate Financial
Financial Planning

Contact Information:

15571 Marine Drive
White Rock, BC V4B1C9
Canada
T: 604-560-5595
F: 604-560-5594
www.tatefinancial.ca

Years in Business:

 

5

About My Business:

 

Tate Financial is an innovative, service oriented leader in the financial services industry with a proven track record of successful and ethical service. Tate Financial, through Investia Financial Services Inc.has access to top investment managers and investment companies to provide you with what we believe are the most professional and best run investment portfolios available. These portfolios can be individually tailored to suit your specific needs and created to fit your own personal risk tolerance. We are associated with all major insurance companies in Canada. We work closely with living benefits specialists and estate transfer specialists to provide you with the best products and advice available. We pride ourselves on providing exceptional customer service and creating custom solutions for both your insurance and investment needs. Mutual Funds provided by Investia Financial Services Inc. Specialties Investments & Insurance, Financial Planning (wealth accumulation strategies), Retirement Planning (income & tax efficiency), Estate Planning (inter-generational wealth transfer)

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