Charitable Giving

The Magic of Christmas 12 Days of Christmas

The Magic of Christmas

On the last day of Christmas, Craig Baun, our Senior Investment Advisor and Portfolio Manager, along with Michael Pate, our Senior Wealth Advisor and Portfolio Manager, nominated The Magic of Christmas.

Why? “With the way economic challenges and rising costs of shelter, food, and really life in general has had on so many families in our community these past few years, we wished to highlight a very timely charity, The Magic of Christmas,” said Craig and Michael. “To us the magic of Christmas is created within us all— when we take a moment to reflect, with gratitude in our hearts for how truly fortunate we are.” We were fortunate to meet Scott and his team a few years ago and tour their operation.  We were very impressed with their set up and are honoured to be able to support the great work they do.

“When we help others, when we serve others, we are helping and serving ourselves as well. We truly believe that the volunteers who load and decorate our city buses with gifts and tidings for those in our community that are finding it difficult to make ends meet right now, that they too receive a gift. The biggest gift of all. The knowledge and warmth in their hearts that they made a difference in the life of another person and another family. To me, that is the magic and joy of Christmas.”

two polaroid photos side by side

Thank you so much for following along on our LinkedIn page and our website as we highlighted a new charity every business day.

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.

Recent Posts

May Market Insights: From Hegemony to Balance

In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its global influence and economic stability. Moving beyond unipolar dominance, the U.S. aims to reshape the international order through strategic tariffs, security realignments, financial innovations, and institutional reforms—guided by historical lessons and Keynesian principles. This approach seeks to address systemic imbalances—notably the overvaluation of the dollar and unsustainable debt levels—by fostering growth, innovation, reindustrialization, and regional resilience.

Read More »

Canadian Election Special Market Insights: Carney’s Canada

Now that the Canadian election is over and Mark Carney has won, the hard part begins. The campaign trail is behind him; the spotlight now shifts to the daunting reality of governing a nation under siege from global headwinds and domestic skepticism. Mark Carney, the 24th Prime Minister of Canada, inherits not just the legacy of a decade of Liberal rule but a country whose economic standing and reputation are under intense scrutiny from global capital markets and geopolitical rivals alike.

Read More »

Panic hits the markets as Trump tariffs are enacted

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.

Read More »

2025 Tax Planning, Part 2

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.   

Read More »

2025 Tax Planning, Part 1

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.

Read More »

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.