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April Market Insights: Greenspan’s Game Of Thrones

April 2, 2024 Market Insights
We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the ...
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March Market Insights: The Financial Storm Is Coming

March 5, 2024 Market Insights
It’s All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part is ...
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Wealth Planning considerations

2024 Tax Planning – Part 2

March 5, 2024 Wealth Planning
As we approach the heart of tax season, we wanted to share some information to help simplify the process and draw your attention to some ...
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Wealth Planning considerations

2024 Tax Planning, Part 1

February 13, 2024 Wealth Planning
As the months change, so too may one’s focus.  While some may be watching the snow forecast and hoping for epic ski days, some may ...
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Quarterly Updates Banner

Q4 Market Update: Happy New Year! Where do we go from here?

February 12, 2024 Quarterly Updates
At the start of 2023, economic and market forecasters were negative in anticipation of a potential recession.
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Making the Most of Canadian Registered Accounts: A Quick Reference Guide

July 16, 2023 Wealth Planning
Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as ...
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Economic and Tax Highlights from the 2023 Federal Budget

March 29, 2023 News and Research
On March 28, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered the 2023 Federal Budget. Budget 2023 outlined plans ...
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Craig Baun Recognized as one of Wealth Professional Canada Magazine’s Top 50 Advisors 2023

March 8, 2023 Awards and Achievements
Congratulations to Craig Baun for being recognized as one of Wealth Professional Canada Magazine’s Top 50 Advisors 2023.
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Canada’s Top Wealth Advisors 2022: Craig Baun

October 28, 2022 Awards and Achievements
Craig is founder of the Baun Investment Group team, and Senior Portfolio Manager, and Senior Investment Advisor at Wellington-Altus Private Wealth.
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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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