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Monthly Update Webinar (January 2025)

The returns reported are gross of management fees and represent the returns of model portfolios only and do not represent the returns of any client. Individual account performance may differ materially from the representative performance history in this video, due to factors including but not limited to an account’s size, the length of time the strategy has been held, the timing and amount of deposits and withdrawals, the timing and amount of dividends and other income, trade execution timing and pricing, foreign exchange rates, and fees and other costs. This is not an official statement from Wellington-Altus Private Wealth (“WAPW”). WAPW cannot verify the accuracy of these performance numbers. Please refer to your official WAPW statement for your specific performance numbers.

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EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. JANUARY 2026 MARKET UPDATE

We hope you and your families had a wonderful holiday season. On our side the holidays were a mix of hectic fun and quiet recovery. Simon was skiing with his kids in Mont Tremblant for part of the holiday while Michael took a trip up to Québec City with the family for part of the holiday. One of us (guess who) started a new ritual: morning workout, sauna, then cutting a hole in the lake ice for a quick dip. Sounds crazy, but it wakes you up like nothing else and leaves you feeling ready for anything. Maybe we should prescribe ice baths the next time the market gets shaky or as political tensions heat up—cools the nerves right down.

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EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. DECEMBER 2025 MARKET UPDATE

If you walked into Michael’s living room this week, you’d see a Christmas tree that looks a little different than usual. Because there is a baby in the house, the bottom half of the tree is decorated strictly with stuffed animals—soft enough that if they get pulled down, nothing breaks. Meanwhile, over at Simon’s place, he has been up on an extension ladder trying to finish the top of his tree. Whether your tree is baby-proofed or requires a ladder, we hope you’re enjoying the season. It’s been a busy year and as we head into the final stretch, we wanted to take a moment to wish you and your family a safe and happy holiday season.

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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. © 2024 Wellington-Altus Private Wealth Inc.  ALL RIGHTS RESERVED.  NO USE OR REPRODUCTION WITHOUT PERMISSION.
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