On the 11th day of giving, Gaggan Khangura, our Team Manager and Senior Investment Associate, nominated the Alzheimer Society of Calgary.
Why? “I’ve chosen to support Alzheimer Calgary as a tribute to both of my grandmothers, who spent the final years of their lives living with dementia,” said Gaggan. “Watching them struggle with memory loss and, at times, unable to recognize loved ones was heartbreaking. But it also deepened my commitment to support organizations like Alzheimer Calgary.”
“I truly believe in the important work they do, offering hope, resources, and assistance to families dealing with Alzheimer’s and other dementias. I’m also proud to participate annually in the Alzheimer Walk and Run, raising awareness and funds for this cause. This year, I raised $3,075, which will help ensure those affected by dementia receive the care and support they need.”
“In addition to fundraising, I volunteer at local nursing homes, connecting with Punjabi-speaking residents who are often isolated due to language barriers. By providing companionship and speaking to them in their native language, I help bridge that gap and offer a sense of comfort. For me, it’s about turning personal experience into a force for change and hope, ensuring that families have the support they need now, and that one day, we’ll find a cure.”
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 Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate—from one-half to two-thirds. Originally set to take effect on June 25, 2024, the new proposed implementation date is now January 1, 2026.
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.
2024 will go down in the books as a great year financially for most risk assets. U.S. markets led the way but decent returns in Canada and in fixed income added to total returns. As we look forward to the year ahead there are many opportunities but there are potential pitfalls that could derail our outlook.
In today’s politically charged atmosphere, it can feel as though standing for anything less than radical extremes invites scorn. As we entered 2025, a surprising emergence of centrist economic policies is reshaping our political discourse, defying party lines and pushing back against the extremes that have dominated the conversation.
At Baun & Pate Investment Group, our goal is to help you navigate this process with ease and confidence. This provides reminders on contribution deadlines, contribution limits, as well as other key information to help you stay organized and informed.
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.
Book a Consultation
