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

Rated the #1 wealth advisory company in Canada in the 2023 Investment Executive Brokerage Report Card. The only firm to achieve a net promoter score of 100.

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

Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.

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

Named Employer of Choice for building a workplace with an energetic and collaborative culture that supports career growth.

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

News and Research

Highlights from the 2024 Federal Budget

The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading up to Budget Day, Budget 2024 outlines a multitude of measures targeted at housing affordability and the cost of living. The big question was how the government was going to pay for those measures. Budget 2024 delivers the answer with an increase to capital gains inclusion rates.

Baun & Pate Investment Group April 17, 2024

Quarterly Updates

Q1 Market Update: A great start to the year, is there more to come?

The first quarter is now behind us and what a first quarter it was for equity markets. The fears of recession that we have been living with the last couple of years are fading into the background as the global economy continues to perform better than many expected as inflation continues to soften. The expectation is that inflation will need more time to get to the 2% level that central banks are aiming for, but it is moving in the right direction.

Baun & Pate Investment Group April 5, 2024

Market Insights

April Market Insights: Greenspan’s Game Of Thrones

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 intertwined narratives obscure the uniqueness of our era. As we contend with a world that echoes the tumult of epics like War and Peace or Game of Thrones, we are in the midst of a “Fourth Turning”—a period of intense demographic, technological, and structural change that recurs approximately every 80 years.

Baun & Pate Investment Group April 2, 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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