Baun Investment Group
Wellington-Altus Private Wealth
Growing up in a family of small-business owners, Craig Baun has always understood the concept of treating clients the way you’d want to be treated. It’s a skill that paid off during the pandemic, as he not only maintained a $900 million AUM book of business but also deepened relationships with his clients.
Being part of the success of “remarkable people” is what drives him and keeps him humble, Baun says, and one bittersweet memory from 2021 stands out. Baun was asked to give the eulogy at the funeral of a client, Mel Benson, who was the longest-standing board member at Suncor. “I was deeply honoured,” Baun says.
Baun, whose practice is more than 90% fee-based, believes his career as a portfolio manager and investment advisor is the perfect marriage of his strengths: understanding numbers, finance, and markets, and building relationships with people by adding value to their lives.
A regular on Money Matters on Global TV Calgary, Baun places huge value on his committed and skilled co-workers, and he’s looking to raise standards even higher in 2022. “[We aim to] continue to consistently build wealth for our clients, deepen relationships even further and do the little things that can make a difference for the people who have put their trust in us,” he says.