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    • Meet Your Team
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    • Wealth Planning
    • Charitable Giving
  • myCRA
  • Client Login
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, 2025

2025 Tax Planning, Part 2

Feb, 2025

2025 Tax Planning, Part 1

Aug, 2024

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

May, 2024

Thoughts from our Wealth Planner – Letter to your Executor

Mar, 2024

2024 Tax Planning – Part 2

Feb, 2024

2024 Tax Planning, Part 1

Jul, 2023

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

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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