On the seventh day of Christmas, Melanie Duggan, our Senior Investment Associate, nominated Alpha House.
Why? “Living in the inner city, I’ve witnessed the struggles that many individuals face daily,” said Melanie. “The impact of addiction and homelessness is tangible.”
“Alpha House’s commitment to providing shelter, detox programs, and outreach services not only offers immediate assistance, but also plays a crucial role in connecting clients to more appropriate community resources. I am particularly inspired by the work of the HELP program, formerly known as DOAP (Downtown Outreach Addictions Partnership) team. By providing support and connecting clients to the necessary resources, Alpha House contributes significantly to reducing unnecessary uses of health care and criminal justice interventions.”
Please follow along on our LinkedIn page and our website as we highlight a new charity every business day until December 22nd.
From the entire team at the Baun & Pate Investment Group, we wish you and your family a very Happy Holiday Season and Prosperous New Year.
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding.
We hope you had a wonderful holiday season and were able to enjoy some quality time with friends and family. As we begin the new year, we wanted to share a brief update on how markets finished the fourth quarter, reflect on the strong results from 2025, and outline our outlook for the year ahead.
We have some exciting news to share with you. After much thought and reflection, Baun & Pate Investment Group has a new name: Aspire Wealth Partners.
Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating to the 2025 year on or before January 30, 2026.
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
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