Adrian Tate's work experience begins in 1995 when they joined Aviva plc as a Graduate/Marketing Executive. Adrian completed an 18-month trainee program and then managed a range of marketing initiatives for the Life marketing team.
In 2000, Adrian joined Threadneedle Asset Management as an Intermediary Marketing Manager and held this position until 2004.
From 2005 to 2008, Adrian worked at Vancity as a Product Marketing Manager for Citizens Bank of Canada. Adrian developed and managed successful marketing campaigns for retail banking products through all stages of the product cycle.
Adrian then joined Fidelity Worldwide Investment in 2008 as a Senior Marketing Manager and remained in this role until 2011.
From 2011 to 2016, Adrian worked at Canada Life Investments as a Marketing Communications Manager.
In 2016, Adrian joined Connor, Clark & Lunn Private Capital Ltd. (CC&L) as a Principal and Head of Communications. Adrian was responsible for brand development, promotional strategy, and client communications.
Most recently, in 2020, Adrian became a Director at Rogers' Chocolates, Canada's first and finest chocolatier.
Overall, Adrian has gained extensive experience in marketing and communications roles in the financial and retail sectors.
Adrian Tate attended Cardiff University / Prifysgol Caerdydd from 1991 to 1994, where they obtained a Bachelor's Degree in Business Administration.
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Connor, Clark & Lunn Private Capital Ltd. (CC&L)
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets. We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth. Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.