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The Magic of Christmas

The Magic of Christmas

December 22, 2023
On the 12th day of Christmas, Craig Baun, our Senior Investment Advisor and Portfolio Manager, along with Michael Pate, our Senior Wealth Advisor and Portfolio ...
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Cardel homes - Rode of a lifetime

Cardel Homes Ride of a Lifetime: Kids Cancer Care

December 21, 2023
On the 11th day of Christmas, Michael Pate, our Senior Wealth Advisor and Portfolio Manager, nominated Kids Cancer Care.
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Parachutes for pets

Parachute for Pets

December 20, 2023
On the 10th day of Christmas, Joanna Pate, our Associate, nominated Parachute for Pets.
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kidsport

Calgary Food Bank

December 19, 2023
On the ninth day of Christmas, Sandra Muzia, our Senior Investment Associate, nominated the Calgary Food Bank.
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kidsport

KidSport Alberta

December 18, 2023
On the eighth day of Christmas, Andrea Tyrrell, our Senior Associate Investment Advisor, nominated KidSport Alberta.
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Alpha House

December 15, 2023
On the seventh day of Christmas, Melanie Duggan, our Senior Investment Associate, nominated Alpha House.
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Wellington-Altus Private Wealth
Our purpose at the Baun & Pate Investment Group is to afford our clients with the peace of mind of knowing they’re on track with their financial aspirations so they are free to focus their time and energy on what is most important to them.
  • 250 5th Street SW, Suite 2300
    Centennial Place, West Tower
    Calgary, AB  T2P 0R4
  • Office: 587.323.5663
    Fax: 587.323.6016
    Toll-Free: 844.399.5620
  • baunpate@wellington-altus.ca

Get In Touch With Us

Please send us a message with any questions you may have.
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