Steve Tate

Steve Tate is a Certified Financial Planner and Specialist in Retirement Income Strategies with extensive experience in the financial industry. As the Principal and Founder of Tate Financial, Steve specializes in strategic financial planning, retirement plans, income strategies, and estate plans. Steve also holds a BA in History from the University of Victoria and has passed the CFA Level 1 Exam in Accounting and Finance from the CFA Institute.