Tate Financial - Financial Planning & Insurance Advice

02/26/2026

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.

06/25/2025

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

02/05/2025

Less than a month to go! The last day to contribute to your registered retirement savings plan (RRSP) and reduce your 2024 tax bill is March 3rd.

Want to know more? Send us a message to review your financial planning goals!

10/23/2024

Do you know a child turning 9 soon? Make sure they have applied for the one-time BC Training and Education Savings Grant (BCTESG)!

This grant is only available between their 6th and 9th birthdays and is not contingent on a contribution from your family.

10/23/2024

Today, the Bank of Canada has lowered its key interest rate to 3.75%, marking a significant 50 basis-point cut. This is the first time such a substantial reduction has occurred since the COVID-19 pandemic.

Economists had anticipated a larger-than-usual cut, especially compared to the 25-basis-point reductions we saw in June, July, and September. The last instance of a cut this size was on March 27, 2020.

Given this change, it would be beneficial to discuss today's decision with your financial planner to understand how this new rate may impact your financial planning goals, strategies and opportunities.

02/15/2024

2 WEEK REMINDER! The RRSP contribution deadline for the 2023 tax year is February 29, 2024.

11/22/2023

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!

10/26/2023

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!!

01/31/2023

Good news! With the start of the new year came new additional contribution room for your TFSA. And to make it even better the Government of Canada­­­ increased the annual contribution limit. Effective January 1, 2023, the annual limit went from $6,000 to $6,500.

A Tax-Free Savings Account is a great option for you to grow your savings with the flexibility to access your money if and when you need it. Give us a call to start saving today!

09/26/2022

It’s that time of the year again where we are celebrating all of the amazing businesses on the Peninsula!

Please take a moment to vote for your favourites 👍

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02/25/2022

Reminder! The cut‐off date for making your 2021 RRSP contribution is next Tuesday, March 1, 2022.

Why is it important to contribute? An RRSP can increase your retirement savings in 2 ways:

› Contributions are tax deductible and therefore lower the amount of tax you would otherwise have to pay;

› The investment returns in your RRSP are not taxed until you withdraw the funds. This tax deferral results in greater compounding as your funds accumulate more rapidly than they would in a non‐registered account.