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.
Bannatyne Wealth Advisory 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.
Goals Based Advice + Planning
We work with you to uncover needs that you may not even know you have by learning about your values, goals, and vision of success. We then create a custom, robust wealth plan that is accompanied by an action plan and timeline.
Discretionary Portfolio Management
By delegating the day-to-day investment decisions to a qualified portfolio manager, you can devote more time to what’s important to you. David is responsible for building and managing your investment portfolio while ensuring it aligns with your risk tolerance and investment objectives.
Integrated Wealth Services
Beyond investing, there are many other wealth considerations, such as tax management, estate planning, and protecting your assets. By working with our team, you also gain access to Wellington-Altus’ Advanced Wealth Planning Group which offers specialized knowledge, advice, and comprehensive plans.
Passionately Client Focused
We thoughtfully and consistently work hard to elevate our clients’ experience. We believe it’s important to stay connected and have regular touchpoints based on your schedule and contact preferences.
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.
