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Brian Bate, CFP®, BFS

AVP, Private Wealth Specialist

Brian Bate

Email
[email protected]

Mobile Phone
236.808.9472

LinkedIn Profile
Brian Bate

Location
Surrey, British Columbia
“Timing is everything. Being patient helps you stay focused and committed to your long-term goals. In other words: patient is the hunter.”
Having worked with high-net worth clients for more than 15 years in various capacities, I create customized wealth solutions by bringing the right experts to the table. Curious by nature, I genuinely enjoy the personal side of this business, and understanding what drives and inspires people throughout their personal and professional lives.

Working in tandem with CWB Wealth’s financial planning and investment professionals across Canada, we develop and implement strategies that suit the diverse needs of our clients over short and long-term horizons. My experience in economics, investment strategy, taxation and real estate lets me offer insights that are particularly useful to business owners when looking at their overall wealth picture. 

A CERTIFIED FINANCIAL PLANNER® (CFP®), I also hold a Bachelor of Applied Financial Services degree from Mount Royal University, in Calgary. My long-standing interest in real estate investing and macroeconomics has me always learning more about these, so that I can find new ways to help others.

Beyond the Office

My wife and I are raising our three children in an active household. As an “adventure” dad, I love taking our kids on outdoor day trips. I am a leader and lover of sports. I truly believe that sport can create great lessons and positive personal foundations for young people. While I’m a passionate hockey player, I devote much of my energy to young players as a Rep hockey coach. I also enjoy golf, tennis and cycling.