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Last Month in the Markets – July 2025 – Trade Tensions, Rate Resilience, and Equity Elevation

Wagner Investment Management Team August 7, 2025

Equity indexes had a productive month. New all-time highs were reached several times by the TSX, S&P 500 and the NASDAQ. The Dow nearly achieved ...

Three Financial Lessons to Share Before Your Child Leaves Home

Karen Routledge July 25, 2025

As your child prepares to take their next big step, whether they’re heading off to university, college, trade school, or entering the workforce, it’s natural ...

Take Five, Ask Two

Karen Routledge July 10, 2025

Pause and Protect: How “Take Five, Ask Two” Can Shield You from Scams Scams are everywhere, hiding behind emails, text messages, social media posts, and ...

Last Month in the Markets – June 2025 – Central Bank Chess, Currency Currents, and Sector Shifts

Wagner Investment Management Team July 4, 2025

The turmoil and deep drop of April caused by President Donald Trump’s global trade war seems like a distant memory now that a recovery has ...

Summer 2025 Newsletter – The Wagner Investment Management Team

Wagner Investment Management Team June 19, 2025

As we reach the midpoint of 2025, it’s a great time to pause, reflect, and refocus your financial strategy. This summer, we explore how to ...

Four Years In: Reflections from the Wagner Investment Management Team

Wagner Investment Management Team June 10, 2025

This month marks four years since the Wagner Investment Management Team joined Wellington-Altus Private Wealth — a milestone that invites reflection on how far we’ve ...

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. 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. 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.