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May Market Insights: From Hegemony to Balance

Baun & Pate Investment Group May 13, 2025 Market Insights

In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its global influence ...

Canadian Election Special Market Insights: Carney’s Canada

Baun & Pate Investment Group April 30, 2025 Market Insights

Now that the Canadian election is over and Mark Carney has won, the hard part begins. The campaign trail is behind him; the spotlight now ...

Panic hits the markets as Trump tariffs are enacted

Baun & Pate Investment Group April 4, 2025 Quarterly Updates

As the first quarter ended this week, we saw U.S. markets lower from January and Canadian markets slightly higher for the quarter. As mentioned in ...

2025 Tax Planning, Part 2

Baun & Pate Investment Group March 4, 2025 Wealth Planning

As we approach the heart of tax season, we wanted to share some information to help simplify the process and draw your attention to some ...

2025 Tax Planning, Part 1

Baun & Pate Investment Group February 3, 2025 Wealth Planning

At Baun & Pate Investment Group, our goal is to help you navigate this process with ease and confidence. This provides reminders on contribution deadlines, ...

April Market Insights: Embracing a Multipolar World

Baun & Pate Investment Group April 8, 2025 Market Insights

The signing of the Peace of Westphalia in 1648 didn’t just end the Thirty Years’ War; it reshaped the global order. It established state sovereignty ...

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.