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.”
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.
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.
On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada, and requested that Parliament be prorogued. The Governor General consented to the request, terminating all parliamentary activities until March 24.
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024). Earlier that day, Chrystia Freeland resigned as Deputy Prime Minister and Minister of Finance. In her absence, FES 2024 was tabled, but not presented or debated in the House, while MP Dominic LeBlanc was being sworn in as Canada’s new Minister of Finance.
In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it’s timely to reflect on the evolution of the U.S. dollar.
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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