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Baun & Pate Investment Group, 5-Star Advisory Team 2024

Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
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2024 Fall Economic Statement

On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024). Earlier ...
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January Market Insights: The Digital Gold Rush

In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it’s timely to ...
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Quarterly Market Update: Another decent quarter, are we in for an October surprise?

The markets were well behaved in the third quarter, playing out as we expected with a few bouts of volatility at the start of August ...
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December Market Insights: A Year In Review

As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global ...
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U.S. Election Special Market Insights: American System 2.0

As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full ...
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November Market Insights: Money For Nothing

There are moments in life that leave a lasting impression. For me, two significant memories from the 1985 Live Aid concert stand out: Queen’s iconic ...
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Josh Banner

Thoughts from our Wealth Planner – Probate Planning: A Double-Edged Sword

The costliest piece of advice is the one usually obtained for free. This is the first thing that comes to mind when I hear “so ...
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October Market Insights: The Great Delusion

As we emerge from the shadow of COVID-19, a narrative of robust economic recovery has taken hold. Yet, beneath this veneer of stability lies a ...
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The information contained herein has been provided for information purposes only.  The information has been drawn from sources believed to be reliable.  Graphs, charts and other numbers 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.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

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