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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.
Senior Investment Advisor & Senior Portfolio Manager
Craig has been a leader in the financial services industry for well over two decades. Prior to his new role as Senior Investment Advisor & Senior Portfolio Manager at Wellington-Altus Private Wealth, he was First Vice President, Investment Advisor and Portfolio Manager at a bank-owned brokerage for close to 22 years. Craig specializes in Portfolio Management and Investment Selection services to high-net-worth and ultra-high-net-worth individuals and organizations. Craig has been providing the highest level of comprehensive wealth management and Investor services in the industry. Through a proven track record of success, Craig was also recognized as a member of the elite Chairman’s Council at his former firm from 2006 to 2019. Outside the office, Craig and his wife Luanne stay busy with their 3 boys, all playing hockey. He serves on the board of the local community hockey association and coaches.
Senior Wealth Advisor & Senior Portfolio Manager
Michael has worked with various bank investment firms since 1998. He attained the Chartered Investment Manager (CIM®) designation in 2014. He joined Wellington-Altus in June of 2022 with his team. Their mission is to articulate, organize, and execute wealth maximization strategies in Western Canada.
Michael is a major donor for the United Way of Calgary. He enjoys spending his free time with his wife Joanna at the golf course and keeping strong connections with his adult children.
Senior Investment Advisor
Darren began his career in the financial industry fresh out of Acadia University in 2005 and has served clients across the full spectrum of banking, lending, and investments. In 2008, he finally found his home in Investment Advisory. He takes pride in exceeding expectations for service while also taking great interest in research and market dynamics. His areas of focus include relationship management, trading and financial planning. Darren and his wife Helen were married in 2008 and have two daughters, Sophie & Madeline, who keep them busy with their competitive Acrobatic Gymnastics schedule. When not MC’ing an Acro event or driving to Edmonton for a competition, Darren is likely watching sports – he is an avid baseball fan and enjoys discussing the statistical analysis side of most sports – baseball most of all! Darren and his family spend countless hours walking and cuddling their Golden Retriever/Irish Setter mix, Hugo and Cocker Spaniel rescue, Sam.
Senior Associate Investment Advisor
Paul has provided financial services since 2005. He graduated with a Bachelor of Commerce degree in finance from the University of Lethbridge and holds the Chartered Investment Manager (CIM®) designation.
Paul and his wife Susan have three daughters. He and his family spend time outdoors enjoying activities such as camping, hiking, and bike riding.
Senior Associate Investment Advisor
Andrea has been in the financial services industry for 30 years. Andrea’s dedication to providing an excellent client experience led her to obtain her CERTIFIED FINANCIAL PLANNER® designation in order to offer comprehensive financial plans for clients. As Associate Investment Advisor, Andrea’s focus is on advising clients, financial planning and building client relationships. When she isn’t at work, she’s spending time with her husband and two sons.
Associate Investment Advisor
Brennan has over a decade of experience in providing affluent clients with financial, banking, and wealth advisory services. He graduated with a Bachelor of Commerce in accounting from Haskayne School of Business and has since enhanced his investment knowledge while working with clients to achieve their financial milestones. Brennan is working to obtain the Chartered Investment Manager (CIM®) designation with the Canadian Securities Institute.
Brennan and his wife are new homeowners and recently adopted a Goldendoodle puppy.
Senior Investment Associate
Upon graduating from the University of Calgary with a Bachelor of Commerce degree in finance, Gaggan kick-started her career in 2011 with a passionate and successful team. She is responsible for managing our administration and back-office needs, client reporting, and sales support. Gaggan is our clients’ first point of contact if they need assistance opening an account. She enjoys all aspects of her work and takes great pleasure in providing a successful client experience.
Fluent in Punjabi, Gaggan volunteers at senior homes in the Punjabi community doing activities with the residents. Gaggan spent her early years in Hong Kong and returned to Canada at the age of six. She enjoys visiting family in Punjab every year.
Senior Investment Associate
Melanie’s career spans 25 years across multiple positions in the banking and financial services industry. Melanie coordinates the inner processes and administrative tasks that contribute to the group’s success in offering exceptional client service. Outside the office, Melanie enjoys the music scene and spending time outdoors; every July you will find her at the Calgary Folk Music Festival. Melanie enjoys travelling and spending time with her husband and 3 kids.
Senior Investment Associate
Sandra has worked in the investment industry for 20 years with a focus on administration and client service. Sandra prides herself on bringing exceptional client service to the team. Sandra and her husband, Dave have two children, John (10) and Chloe (7), and spend most of their spare time at the ice rink watching John play hockey and Chloe, ringette. Sandra enjoys volunteering with their children’s sports teams and school, and spending time outdoors with family and friends– particularly in the summer months.
Senior Investment Associate
Anna has worked in the investment industry for 27 years with her current role being a Senior Investment Associate. Her passion for customer service is reflected in the relationships she has built with clients over the years. Anna is born and raised in Calgary and is very close with family including her husband Daryl and 2 children, Celina and Connor. She is focused on a healthy lifestyle and loves to workout. Travelling is also an important aspect of her life and when the opportunity presents itself, she is always up for an adventure!
Wealth Planner
Josh is an accomplished professional in the field of wealth management, boasting an impressive track record of over 20 years. Throughout his career, he has served as a Wealth Planner and Advisor, demonstrating his expertise in guiding clients towards financial success. Additionally, Josh has successfully led a team of Financial Planners at one of Canada’s esteemed Big Six Banks.
Born and raised in Halifax, Josh pursued his higher education at Dalhousie University, graduating with a Bachelor of Commerce degree, majoring in Finance in 2005. Subsequently, he relocated to Calgary in 2006, where he continued to enhance his qualifications. Josh obtained certifications such as CERTIFIED FINANCIAL PLANNER®, Chartered Investment Manager (CIM® ), and Fellow of the Canadian Securities Institute (FCSI® ). Currently, he is pursuing the titles of Certified International Wealth Manager (CIWM) and Trust and Estate Practitioner (TEP).
Josh prides himself on being a “dream maker,” dedicated to assisting clients in charting a path towards the realization of their financial aspirations. Alongside his wife, Sue, Josh finds joy in spending their weekends on the golf course and ski slopes. They also cherish outdoor activities with their two beloved kids, Samantha and Tudor, who happen to be adorable bulldogs.
Associate
Joanna has a talent for bringing clients a smooth and enjoyable wealth experience. She applies her knowledge and skills to help our group elevate our services to the next level. Joanna organizes client appreciation events such as movie nights and golf tournaments.
Joanna joined our team in 2019 with more than 20 years of experience in the private and public sectors. Previously, she worked with the Alberta Health Services for over 15 years in various positions, including as Senior Advisor in the payroll department. She oversaw the Time and Labor team for the entire province of Alberta, ensuring 120,000+ employees had correct time entries according to hours worked based on their union agreement.
Originally from Poland, Joanna is fluent in Polish. She moved to Canada in 1991 in her high school years. She loves doting on her two dogs Yoda and Bailey – a Boston Terrier and a Boston Terrier Pug.
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