On the 11th day of Christmas, Michael Pate, our Senior Wealth Advisor and Portfolio Manager, nominated Kids Cancer Care.
Why? “Supporting Ride of a Lifetime for Kids Cancer Care beautifully merges my passion for cars and racing with a noble cause,” said Michael. “I was thankful to have the opportunity to drive young cancer patients and their families on the racetrack, which allowed them a fun break from the difficult battles they are fighting against a horrible disease.”
“The smiles on the kids’ faces were priceless. The funds raised go directly towards crucial treatments, research, and programs aimed at improving the lives of these brave children and their families, making it an incredibly meaningful way to drive towards a brighter future for them.”
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.
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
The costliest piece of advice is the one usually obtained for free. This is the first thing that comes to mind when I hear “so and so told me to do this to save on probate.” Don’t get me wrong, probate fee planning is important for those in high-fee provinces like British Columbia (1.4%) and Nova Scotia (1.7%), but even if you reside in areas with nominal fees like Alberta ($525), planning can potentially speed up the transition of your estate.
Tales of empires are as old as civilization itself. From ancient Mesopotamia to Rome, from the Mongols to the British, history is replete with stories of great powers that rose to dominate vast swaths of territory, only to eventually crumble under the weight of their ambitions. The United States of America, as the preeminent global superpower of the modern era, finds itself at a critical juncture in this age-old narrative.
The second quarter turned out to be another strong one as artificial intelligence (AI) and technology names continued to power indexes higher. From November of last year until April of this year we’ve seen most equities performing well.
At this very moment, the U.S. faces a fiscal predicament which urgently calls for proactive measures following the 2024 presidential election. The nation’s mounting debt crisis demands immediate attention, yet neither party has outlined a clear strategy to address this pressing issue.
The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.
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