Tate Financial - Financial Planning & Insurance Advice

Start the year off by making sure your financial strategy is on track and that you maximize your retirement savings!

The RRSP contribution deadline is quickly approaching.

Just a quick reminder... Property Tax statements were sent out at the end of May and are due next week!

Do you know someone with children between the ages of 6 and 9? This grant is a fantastic incentive for BC parents to invest in their children’s post-secondary education!

The BCTESG is not taxable, and once deposited into the RESP, the money grows tax free. You also don't need to put any money into the RESP for your child to be eligible.

If you have questions about eligibility or applying, please don't hesitate to ask!

Thank you to everyone who took time to nominate us as one of the top Financial Advisors and Investment Managers in South Surrey and White Rock! We appreciate your support!!