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.
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.
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.
Our team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
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.
Congratulations to Craig Baun for being recognized as one of Wealth Professional Canada Magazine’s Top 50 Advisors 2022. Click to read more.
We’re proud to provide best-in-class service to our advisors and clients, and are pleased to be recognized as a 5-Star Brokerage.
Congratulations to Craig Baun for being recognized as one of Wealth Professional Canada Magazine’s Top 50 Advisors 2023.
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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