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  • Phone: 587.323.5663
  • baunpate@wellington-altus.ca
  • Phone: 587.323.5663
  • baunpate@wellington-altus.ca
  • Home
  • About
    • Meet Your Team
    • Money Matters
    • Charitable Giving
    • News & Research
    • Wealth Planning
  • myCRA
  • Client Login
  • Phone: 587.323.5663
  • baunpate@wellington-altus.ca
May, 2025

May Market Insights: From Hegemony to Balance

Apr, 2025

Canadian Election Special Market Insights: Carney’s Canada

Apr, 2025

Panic hits the markets as Trump tariffs are enacted

Mar, 2025

2025 Tax Planning, Part 2

Feb, 2025

2025 Tax Planning, Part 1

Apr, 2025

April Market Insights: Embracing a Multipolar World

Mar, 2025

March Market Insights: From Trump’s Demands to Canada’s Destiny

Feb, 2025

Tariffs are in play? – Special update on our thoughts

Jan, 2025

Q4 Market Update: A great year is behind us, now we start an uncertain one…

Feb, 2025

Federal Government Defers Capital Gains Inclusion Rate Increase to 2026

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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

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