The holiday season is all about giving, and at Aspire Wealth Partners, we are thrilled to continue our tradition of the 12 Days of Giving in 2025
In place of sending Christmas cards, we are embracing a tradition that reflects our core values and commitment to the Calgary community. Over 12 days, every other business day leading up to Christmas, and then daily during Christmas week, we will spotlight a charity chosen by one of our team members. Each organization holds personal meaning and embodies the true spirit of giving back. To support their important work, each featured charity will receive a minimum donation of $1,000. Together, we celebrate a season of gratitude, generosity, and community impact.
On the third day of giving, Paul Duff, our Senior Investment Advisor, nominated Partners Relief & Development Canada.
Why? “I chose this year’s charity as a father to three young children who will grow up in a peaceful, conflict-free country and be given access to many opportunities that so many kids in this world won’t have,” said Paul. Partners Relief & Development Canada estimates there are 473 million children who won’t have that same opportunity and are helping change this by investing in some of the most vulnerable conflict-affected communities on Earth.
Since Partners Relief & Development was founded in 1994, they have been active in conflict zones in Southeast Asia and the Middle East. Prioritizing the hard-to-reach places where other organizations aren’t present, they respond rapidly during crisis events to provide emergency relief.
Working through local partners and directly with these communities affected by war, they join hands to co-develop solutions that sustainably transform community wellbeing, improving access to health care and education and creating a nurturing environment for children to flourish. Their impact last year was seen across eight countries, 32 projects, with 546 thousand people helped.
Please follow along on our LinkedIn page and our website as we highlight a new charity until December 24th.
From the entire team at Aspire Wealth Partners, we wish you and your family a very happy holiday season and a prosperous New Year.
We hope you had a wonderful holiday season and were able to enjoy some quality time with friends and family. As we begin the new year, we wanted to share a brief update on how markets finished the fourth quarter, reflect on the strong results from 2025, and outline our outlook for the year ahead.
We have some exciting news to share with you. After much thought and reflection, Baun & Pate Investment Group has a new name: Aspire Wealth Partners.
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and one investors are again being forced to relearn. The foundation for the 2026 investment thesis is that with interest payments on U.S. debt now exceeding annual defense spending, the fiscal constraint has become too binding to ignore, and structural adjustment is no longer optional. We have no choice but to adjust; the system is in a state of flux.
The holiday season is all about giving, and at Aspire Wealth Partners, we are thrilled
The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.