Aligned Capital Partners Inc.
Deb Tate is an experienced financial professional, currently serving as a Portfolio Manager, Associate Portfolio Manager, and Financial Advisor at Aligned Capital Partners Inc. since May 2017. Alongside this role, Deb is an Independent Financial Advisor and Licensed Insurance Agent at Tate Financial, focusing on wealth building and protection for individuals, families, and incorporated professionals. Previously, Deb held positions as a Senior Financial Analyst at Westbank Corp, a Financial Analyst at Cushman & Wakefield, a Real Estate Analyst at ACM Advisors, and a Commercial Mortgage Underwriter at Tallinn Capital Corp. Educational qualifications include a Chartered Investment Manager designation from the Canadian Securities Institute, various licenses and certifications in financial planning and real estate, and a Bachelor of Arts in International Development and Political Science from McGill University.
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Aligned Capital Partners Inc.
Aligned Capital Partners Inc., a pioneer in the investment dealer community in Canada, has been providing independent investment advice to retail investors since 1987. In 2012, faced with a challenging environment for independent investment dealers, a strategic renewal was undertaken by the new management team. Collectively, they wanted to accelerate change and introduce a more innovative approach to deliver wealth management services to clients. The objective was to diverge from the norm and create a suite of services that focused on the needs and interests of the client, the Advisor, and the wealth management firm. At ACPI, we believe in the entrepreneurial spirit and independence of an Advisor’s practice, coupled with an unconflicted dealer platform with no sales targets, no proprietary products, and no commission grid. Our mission is to equip Advisors with everything they need to provide customized financial solutions for their clients. Since inception, we have operated with the intention of creating a firm that Canada’s best independent financial Advisors would find welcoming and call home. ACPI is committed to partnering with Advisors who wear the “white hats” and run their businesses in a way that always puts the client first. As a firm, ACPI serves on a range of industry and regulatory committees to help shape the industry and advocate how we believe investors should be treated. Our view of the wealth management industry is straightforward and our currency is the trust placed in us. We earn this currency by providing the infrastructure and solutions Advisors need to do right by their clients.