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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

One of Canada’s Best Managed Companies five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth. 

Top-rated investment dealer in Canada six years running in the 2025 Investment Executive Brokerage Report Card.

Investment Executive 2025 Brokerage Report Card

One of Canada’s Best Managed Companies five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

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

July Market Insights: The Six Months Where Everything Changed

Today, that battle rages anew, with the U.S. Federal Reserve at its heart. Martin’s metaphor of the Federal Reserve as a chaperone—removing the punch bowl to curb excess—once defined an era of restraint: intervene only to prevent instability, never to orchestrate outcomes. That era is dead.

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Market Insights

June Market Insights: The New Nexus of Power

For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, this grand experiment hollowed out the nation’s industrial heartland, eroded economic security, and fuelled a populist backlash that upended politics from Ohio to Washington. The opioid crisis, the decay of small towns, and the anger of those left behind are not mysterious—they are the predictable fallout of an economic order designed by and for elites, insulated from the consequences of their own policies.

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