Deb Tate

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.