Steve Tate

Advisors give verdicts on interest rate hike

Rob Tetrault and Steve Tate weigh up the immediate and potential future impact of the Bank of Canada's latest rate hike

Are your clients prepared for the new wave of reports?

Investors are set to receive reports detailing exactly how much they’re paying for investment advice and services. Will yours get a shock?

Advisor: what’s your process for choosing investment funds?

We sat down with financial planner Steve Tate to find out about his portfolio management strategy and to ask what he considers when selecting investing funds

Why Canada’s stock market is a global top performer

We ask why, despite weak economic expansion, the Canadian stock market is performing so well

More Wealth Professional Award finalists revealed

Have you made the cut? Find out the names on the exclusive list of finalists for the latest set of awards

Coveted award attracts top names

It’s arguably the award with the greatest impact on an advisor’s future book and here’s who’s in the running.