Steve Tate

Steve Tate is an experienced financial professional currently serving as Portfolio Manager and Senior Financial Advisor at Aligned Capital Partners Inc. since August 2017. As the Principal and Founder of Tate Financial, Tate specializes in strategic financial planning, focusing on retirement plans, income strategies, and estate planning since November 2006. Tate has held various advisory roles, including Associate at IDC Worldsource Insurance Network Inc. and Customplan Financial Advisors Inc. Tate's prior experience includes working as a Certified Financial Planner and Canadian Investment Manager at Singer Olfert Financial Group and as an Investment and Insurance Advisor at Wiffen Financial. With a Bachelor of Arts in History from the University of Victoria and a completed CFA Level 1 Exam from the CFA Institute, Tate possesses a solid educational foundation in finance. Additionally, Tate has contributed to the St. Michaels University School Board of Trustees Alumni Association.