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.