The holiday season is a time for giving, and at the Baun & Pate Investment Group (BPIG), we’re excited to bring back our 12 Days of Giving for 2024.
In place of sending Christmas cards, we are continuing a tradition that aligns with our core values as active members of the Calgary community. Over the course of 12 days, we will highlight a charity selected by a member of our team—one that holds personal significance to them and truly embodies the spirit of Calgary and the essence of giving back. Thanks to the generosity of Michael Pate and Craig Baun, each of these organizations will receive a $1,000 donation to support the meaningful work they do in our community.
On the first day of giving, Paul Duff, our Senior Investment Advisor, nominated the Friends of Fish Creek Provincial Park Society.
Why? “I again have chosen the Friends of Fish Creek Provincial Park Society as my charity of choice to support this holiday season,” said Paul. “Having spent many of my own childhood summers in the park, and now being given the opportunity to share that same experience with my own daughters, its driven home the importance of preserving this amazing asset we have in our community.”
Since 1992, the Friends of Fish Creek Provincial Park Society has been engaging the public and cultivating “informed park users” so that Fish Creek Provincial Park can continue to offer a place of refuge and improve quality of life for generations to come.
With a small staff team and a dedicated community of volunteers, partners and supporters, they offer events, recreational, educational and wellness programs, as well as a wide diversity of volunteer opportunities.
Their work is possible through in-kind and financial support from a mosaic of different organizations.
“Through first-hand experience of working in the Park for several summers, to being able to now enjoy it with my family, I’m proud to continue my support for this cause,” said Paul.
Please follow along on our LinkedIn page and our website as we highlight a new charity every business day until December 24th.
From the entire team at the Baun & Pate Investment Group, we wish you and your family a very happy holiday season and a prosperous New Year.
The signing of the Peace of Westphalia in 1648 didn’t just end the Thirty Years’ War; it reshaped the global order. It established state sovereignty and balance-of-power principles that have governed international relations for centuries. As Hobbes insightfully noted, while conflict may be inherent in human nature, peace is achievable through mutual agreement among sovereign powers.
As the first quarter ended this week, we saw U.S. markets lower from January and Canadian markets slightly higher for the quarter. As mentioned in our last update, volatility was likely to increase and the Trump administrations on again off again tariff approach caused just that over the months of February and March.
As we approach the heart of tax season, we wanted to share some information to help simplify the process and draw your attention to some important changes for the 2024 tax year. Please note that these are a summary of some of the changes that may or may not apply to your situation. We would welcome the opportunity to complete a Wealth Plan with your family so that we can provide additional specific advice.
Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as the global economic order undergoes seismic shifts. For decades, Canada and the U.S. have shared a mutually beneficial trade relationship, underpinned by the post-Second World War framework of free trade agreements and multilateral cooperation.
We do not know if the 25% tariffs will be implemented tomorrow or there will be an 11th hour deal to delay them. Mexico has come out and said that a deal is in place to delay the tariffs for a month but so far nothing has been confirmed in Canada and there will be another call at 3 p.m. between President Donald Trump and Prime Minister Justin Trudeau to discuss further.
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.
