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    • Wealth Planning
    • Charitable Giving
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Baun & Pate Logo
  • 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
Mar, 2024

Alternative Minimum Tax – When Does It Apply, How, And For Whom?

Mar, 2024

The Ins and Outs of RDSPs

Mar, 2024

Calculating 2024 RRIF Minimum Withdrawals

Mar, 2024

March Market Insights: The Financial Storm Is Coming

2024 Tax Planning – Part 2

Feb, 2024

2024 Tax Planning, Part 1

Feb, 2024

Q4 Market Update: Happy New Year! Where do we go from here?

Jul, 2023

Making the Most of Canadian Registered Accounts: A Quick Reference Guide

Mar, 2023

Economic and Tax Highlights from the 2023 Federal Budget

Mar, 2023

Craig Baun Recognized as one of Wealth Professional Canada Magazine’s Top 50 Advisors 2023

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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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