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Baun & Pate Investment Group, 5-Star Advisory Team 2024

By Baun & Pate Investment Group
August 1, 2024

Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.

Recent Posts

Thoughts from our Wealth Planner – Probate Planning: A Double-Edged Sword

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.

September Market Insights: Trump’s Trade War

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.

Q2 Market Update: Another solid quarter but there may be some volatility ahead?

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.

August Market Insights: Trump’s Fiscal Frenzy

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.

Thoughts from our Wealth Planner – Letter to your Executor

People often ask me, “What’s in a Wealth Plan?” Well, a lot depends on what matters most to you. Generally speaking, we can break it down into three main topics:

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers 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. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

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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.

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