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Quarterly Market Update: Another decent quarter, are we in for an October surprise?

Baun & Pate Investment Group October 11, 2024 Quarterly Updates

The markets were well behaved in the third quarter, playing out as we expected with a few bouts of volatility at the start of August ...

U.S. Election Special Market Insights: American System 2.0

Baun & Pate Investment Group November 6, 2024 Market Insights

As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full ...

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

Baun & Pate Investment Group August 1, 2024 Awards and Achievements

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

November Market Insights: Money For Nothing

Baun & Pate Investment Group October 31, 2024 Market Insights

There are moments in life that leave a lasting impression. For me, two significant memories from the 1985 Live Aid concert stand out: Queen’s iconic ...

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

Baun & Pate Investment Group August 13, 2024 Wealth Planning

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 ...

October Market Insights: The Great Delusion

Baun & Pate Investment Group October 4, 2024 Market Insights

As we emerge from the shadow of COVID-19, a narrative of robust economic recovery has taken hold. Yet, beneath this veneer of stability lies a ...

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.