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About the Bate Lindsey Rutherford Wealth Management Group

The Bate Lindsey Rutherford Wealth Management Group is a professional financial advisory group committed to providing our clients with sophisticated wealth management strategies and efficient wealth creation.

We believe that there are better ways to build portfolios in today’s ever changing financial environment. We have found that by employing the world’s leading institutional quality money managers through the Raymond James Private Client Services Group, we can focus on cash flow, reducing volatility, safety of capital and effectively build our clients’ wealth regardless of the current market cycle.

Gerry Bate, CGA

As a CPA, Gerry has extensive financial management and tax experience, and his investment strategies encompass a highly personalized approach to long term financial management and diversified portfolio planning.

Kelly Lindsey, CFP, FCSI, FMA

Kelly is a Certified Financial Planner with over 15 years of experience specializing in retirement income planning and design of investment portfolios.

Ashley Hilton

Client Administrative Assistant

Our Approach

Our team integrates a comprehensive array of services into a focused, goal-driven plan. We offer a full range of services to address sophisticated and often complex wealth management needs.

Some of our most often sought services include:

  • Investment Management
  • Retirement & Estate Planning
  • Corporate & Institutional Funds Management
  • Registered Savings Plans (RRSPs, RRIFs and TFSA’s)
  • Annuities & Insurance Solutions
  • Regular Portfolio Reviews
  • Quality Client Service
Gerry Bate
Gerry Bate, CGA

Financial Advisor

250.487.2018

Kelly Lindsey
Kelly Lindsey, CFP, FCSI, FMA

Financial Advisor

250.487.2019

Contact Us

498 Ellis Street, Unit 100,
Pentiction, British Columbia, Canada V2A 4M2
T: 250.487.2000
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