Brian Bate, CFP®, BFS
AVP, Private Wealth Specialist
An award-winning financial planning professional, Brian has worked with high-net worth clients for more than 15 years in a variety of capacities. He customizes wealth solutions for each client by bringing the right experts to develop and implement a strategy that suits the client’s needs today, and tomorrow. Brian has extensive experience in valuating, financing, and management – insights that business owners in particular seek when looking at their overall wealth picture. A Certified Financial Planner, Brian also holds a Bachelor of Applied Financial Services degree from Mount Royal University.
Beyond the Office
“I believe, both personally and professionally, that you have to wait for the right times, and sometimes being patient helps you stay focused and committed to the long-term goal. In other words: patient is the hunter.”