Tate joined the Calgary corporate branch of Raymond James Ltd. in January 2020 after working at a bank-owned investment dealer. Tate started his career in 2004 at a Calgary based investment firm where he assumed the Head Trader role in 2008. In 2011 Tate become a founding partner of AltaCorp Capital where he spent five years as Managing Director, Institutional Trading. He worked closely with buy side institutional money managers on strategies involving stock selection and market timing. In addition to his BA in Economics from the University of Calgary, Tate received his Masters of Business Administration in 2011.
Tate’s clients benefit from his institutional experience and his focus on growing clients’ income year after year while preserving wealth and purchasing power into retirement. Tate holds one of the highest designations conferred by the Canadian Securities Institute: Certified Investment Manager (CIM), which makes him one of a small percentage of Canadian Financial Advisors considered a fiduciary who has both a legal and regulatory obligation to put clients’ interests ahead of his own.
Tate currently sits on the Raymond James Canada Foundation committee which facilitates workplace giving programs and volunteer initiatives aimed to inspire and support community engagement, and he is an active volunteer in his community. Tate is a proud father of two active daughters and enjoys playing recreational sports and spending time outdoors with his family.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.