Bannatyne Wealth Advisory Group

I’ve been dealing with Bannatyne Wealth Advisory Group for over 20 years. They are the genuine article. They’ve delivered on everything and more. What I appreciate most about them is the way they work with me as a client. When we first started our relationship, they listened very carefully to what my investment goals were, then developed a plan to achieve those goals. As my needs changed over the years they continued to listen and adjust the investment plan as needed. It’s not just about the money and finances for them. It’s about developing and engaging in a life-long relationship. That’s what I value most about them.

We have worked with Dave for over 25 years. From growing our portfolio to transitioning to de-accumulating our investments, Dave and his team have provided a seamless experience. We know that they are looking after us. The value they have added in the management of our portfolio has been immeasurable. From minimizing volatility and taxes, to maximizing our income and growth, we wouldn’t be where we are today financially without the stewardship from Bannatyne Wealth Advisory Group. We couldn’t recommend them highly enough!

When Dave and his team left TD it was a bit of a shock, but we didn’t realize the enormity of how we would feel until days later. We interviewed another TD advisor thinking we would like to stay with TD but that did not work out. We transferred to RBC after interviewing a couple of other big bank advisors and soon found out that the service, care, and attention Dave and his team provide were unparalleled. We couldn’t transfer back to Bannatyne Wealth Advisory Group fast enough. We are grateful to be working with them again and can honestly say that the experience and service they provide is exceptional.

We were introduced to Bannatyne Wealth Advisory Group through a friend who has been a long-standing client, and we’re so glad we made the switch. Their approach to investment management and client service is refreshingly different from the bank and advisor we had previously been working with.

Our portfolio is now truly aligned with our needs and goals—and the results speak for themselves. Not only has performance exceeded our expectations, but the reduced volatility has given us far greater peace of mind.

What truly sets Bannatyne apart is their consistent, timely communication and the personal attention they provide. We also appreciate the opportunity to attend their engaging client events, which add a real sense of community.

At Bannatyne Wealth Advisory Group, it genuinely feels like it’s always about us.

I’ve had the pleasure of working with Bannatyne Wealth Advisory group for over a decade now, and I’ve come to appreciate that they don’t try and be everything to everybody. They have a defined and articulated investment philosophy that appeals to my goals for income and growth, with less risk and volatility. Being retired, I am no longer comfortable riding the ups and downs of the markets and I appreciate the consistent returns of my portfolio, whether bull market or bear. I’m at the point now that I don’t worry about my investments because I know that Dave and his team are on top of it. If there is ever an issue they call me, but often our calls about what I’m doing versus something that’s gone wrong in my portfolio. I wouldn’t hesitate for a second to recommend Bannatyne Wealth Advisory Group if you’re looking for peace of mind.

My wife and I have been with Dave and his team for more than two decades. At first, it was about making smart investment choices and ensuring we were being prudent with our money. But as our lives evolved—our family grew, our priorities shifted, and our goals became more complex—Dave and his team were right there with us, adapting and guiding us through each new chapter. From helping our children start their own investment paths to planning for retirement and thinking through the long-term implications of wealth transfer, they've consistently offered thoughtful, tailored advice that reflects a deep understanding of who we are and what matters most to us.

What’s made the biggest impact is how well they’ve gotten to know us—not just our financial picture, but our values, our hopes for our kids, and the kind of legacy we want to leave behind. That personal connection has shaped every recommendation and decision, and it’s what sets them apart. They’ve earned our trust not just through expertise, but through genuine care, consistent support, and a commitment to doing what’s right for our family. We consider Dave and his team not just advisors, but long-term partners in one of the most important aspects of our lives.