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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, 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

Oct, 2022

Canada’s Top Wealth Advisors 2022: Craig Baun

May, 2022

May Market Insights: A Secret War to Control the Fed?

Apr, 2022

Economic and Tax Highlights from the 2022 Federal Budget

Mar, 2022

Craig Baun Recognized as one of Wealth Professional Canada Magazine’s Top 50 Advisors 2022

Mar, 2022

March Market Insights by James Thorne

Posts pagination

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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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