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

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 scope of Fortune’s power, as if she would surely do whatever is in her power to do.” This sentiment resonates as we examine the current economic landscape shaped by Donald Trump’s victory in the 2024 U.S. presidential election.

Baun & Pate Investment Group November 6, 2024

Quarterly Updates

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 and September. Market participants have moved their focus away from inflation, as it looks to be under control, and instead, the key data point each month has been the jobs reports.

Baun & Pate Investment Group October 11, 2024

Awards and Achievements

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.

Baun & Pate Investment Group August 1, 2024

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.

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