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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
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

Oct, 2024

October Market Insights: The Great Delusion

Sep, 2024

September Market Insights: Trump’s Trade War

Jul, 2024

Q2 Market Update: Another solid quarter but there may be some volatility ahead?

Aug, 2024

August Market Insights: Trump’s Fiscal Frenzy

May, 2024

Thoughts from our Wealth Planner – Letter to your Executor

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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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