Pate Baun Group

Baun & Pate Investment Group

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.

Baun & Pate Investment Group finds an Award Winning Partner in Wellington-Altus

Rated the #1 wealth advisory company in Canada in the 2023 Investment Executive Brokerage Report Card. The only firm to achieve a net promoter score of 100.

Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.

Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.

Named Employer of Choice for building a workplace with an energetic and collaborative culture that supports career growth.

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

Platinum Private Portfolios

A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.

Advice + Managed Platform

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.

Traditional Brokerage

A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.

Experience + Independence

Our team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic Wealth Advice

Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.

News & Research

Market Insights

March Market Insights: The Financial Storm Is Coming

It’s All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part is indeed getting the timing right. With Japan and the United Kingdom in recession, and Germany likely to follow, the global economic landscape is increasingly fraught with challenges.

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Wealth Planning considerations
News and Research

2024 Tax Planning – Part 2

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 important changes for the 2023 tax year. Please note that these are a summary of some of the changes and may or may not apply to your situation.

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Wealth Planning considerations
Wealth Planning

2024 Tax Planning, Part 1

As the months change, so too may one’s focus.  While some may be watching the snow forecast and hoping for epic ski days, some may have one foot in the pool as they prepare for a warm get away.  For us at Baun & Pate, it is the upcoming tax season (fun stuff, we know!). 

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