Bannatyne Wealth Advisory Group

At Bannatyne Wealth Advisory Group, our primary goal is for you to feel confident and assured, knowing your financial well-being is in good hands and you can focus your energy on the things that matter most to you.

Our Offering

Investment Management

Investment Management

Our discretionary portfolio management service empowers you to focus on what matters most by entrusting day-to-day investment decisions to our experienced team. Your portfolio is tailored to your unique objectives, risk tolerance, and time horizon, with a strong emphasis on effective risk management.

Wealth Planning

Wealth Planning

We develop customized, comprehensive plans designed to help you strategically accumulate or draw down wealth based on your specific goals. Whether you're saving for retirement, planning for education, managing cash flow and budgeting, or preserving wealth across generations, we provide clear, actionable guidance.

Tax Planning

Tax Planning

We identify and implement strategies to enhance tax efficiency across your financial landscape. This includes optimizing investment selection and vehicles, structuring savings and withdrawal plans, leveraging income-splitting opportunities, and applying year-end tax tactics.

Estate Planning

Estate Planning

Our team offers thoughtful guidance on key estate planning matters, including intergenerational wealth transfers, philanthropic and charitable giving, insurance strategies, and the preparation of essential legal documents such as Wills and Powers of Attorney.

Investment Management

Our discretionary portfolio management service empowers you to focus on what matters most by entrusting day-to-day investment decisions to our experienced team. Your portfolio is tailored to your unique objectives, risk tolerance, and time horizon, with a strong emphasis on effective risk management.

Wealth Planning

We develop customized, comprehensive plans designed to help you strategically accumulate or draw down wealth based on your specific goals. Whether you're saving for retirement, planning for education, managing cash flow and budgeting, or preserving wealth across generations, we provide clear, actionable guidance.

Tax Planning

We identify and implement strategies to enhance tax efficiency across your financial landscape. This includes optimizing investment selection and vehicles, structuring savings and withdrawal plans, leveraging income-splitting opportunities, and applying year-end tax tactics.

Estate Planning

Our team offers thoughtful guidance on key estate planning matters, including intergenerational wealth transfers, philanthropic and charitable giving, insurance strategies, and the preparation of essential legal documents such as Wills and Powers of Attorney.

Bannatyne Wealth Advisory Group finds an Award Winning Partner in Wellington-Altus

One of Canada’s Best Managed Companies five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

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Top-rated investment dealer in Canada six years running in the 2025 Investment Executive Brokerage Report Card.

Investment Executive 2025 Brokerage Report Card

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

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Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.

Independent + Unconstrained + Entrepreneurial

At Wellington-Altus Private Wealth, we value an independent approach to investing and wealth management. It’s an approach that puts clients first.

What Our Clients Are Saying...