Baun & Pate Investment Group

Our purpose at the Baun & Pate Investment Group is to provide our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.

Baun & Pate Investment Group finds an Award Winning Partner in Wellington-Altus

Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

Recognized as the top-rated* investment dealer in Canada in the 2024 Investment Executive Brokerage Report Card. Received top ratings in categories like products & support for high-net-worth clients, client onboarding tools and leadership team.

*Investment Executive 2024 Brokerage Report Card

Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.

Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

Platinum Private Portfolios

A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.

Advice + Managed Platform

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.

Traditional Brokerage

A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.

Experience + Independence

Our team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic Wealth Advice

Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.

News & Research

Market Insights

April Market Insights: Embracing a Multipolar World

The signing of the Peace of Westphalia in 1648 didn’t just end the Thirty Years’ War; it reshaped the global order. It established state sovereignty and balance-of-power principles that have governed international relations for centuries. As Hobbes insightfully noted, while conflict may be inherent in human nature, peace is achievable through mutual agreement among sovereign powers.

Baun & Pate Investment Group April 8, 2025

Quarterly Updates

Panic hits the markets as Trump tariffs are enacted

As the first quarter ended this week, we saw U.S. markets lower from January and Canadian markets slightly higher for the quarter. As mentioned in our last update, volatility was likely to increase and the Trump administrations on again off again tariff approach caused just that over the months of February and March.

Baun & Pate Investment Group April 4, 2025

Josh Banner

Wealth Planning

2025 Tax Planning, Part 2

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 important changes for the 2024 tax year. Please note that these are a summary of some of the changes that may or may not apply to your situation. We would welcome the opportunity to complete a Wealth Plan with your family so that we can provide additional specific advice.

Baun & Pate Investment Group March 4, 2025

Our purpose at the Baun & Pate Investment Group is to afford our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.

Get In Touch With Us

Please send us a message with any questions you may have.

Know Your Advisor: Advisor Report

© 2025 Wellington-Altus Private Wealth Inc., All rights reserved.

Terms of Use | Privacy Policy | Legal | Cookie policy