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    • Charitable Giving
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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
Feb, 2025

February Market Insights: From Extremes To Centre

Jan, 2025

Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes

Aug, 2024

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

Dec, 2024

2024 Fall Economic Statement

Jan, 2025

January Market Insights: The Digital Gold Rush

Oct, 2024

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

Dec, 2024

December Market Insights: A Year In Review

Nov, 2024

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

Oct, 2024

November Market Insights: Money For Nothing

Aug, 2024

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

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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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