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Brian Bate, CFP®, BFS

AVP, Private Wealth Specialist

Brian Bate

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Brian Bate

Surrey, B.C.

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

Brian and his wife are raising their three children in an active household. An “adventure” dad, Brian loves taking their kids on outdoor day trips. A passionate hockey player, he also coaches rep-level hockey, in addition to playing tennis and cycling. In the business world, Brian has a long-standing interest in real estate investing, always wanting to learn more and help others.

“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.”