Aligned Capital Partners Inc.
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.
This person is not in any offices
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.