Senior Portfolio Manager & Senior Investment Advisor
Dave leads the Bannatyne Wealth Advisory Group, and together, they strive to elevate your service experience with integrity. He believes his role transcends that of portfolio manager and investment advisor to being his clients’ personal chief financial officer. From helping clients grow and protect their wealth to providing guidance on tax and estate issues, Dave strives to be the trusted advisor his clients count on for all their investment and wealth planning needs.
Dave has built his practice on referrals and is passionate about cultivating meaningful and lasting client relationships. Drawing on three decades of industry experience, he develops strategies that reflect his deep investment knowledge. His goal is to position client portfolios for long-term success based on his professional insight into today’s market realities.
Dave is married and has three sons and two dogs. On the weekends, he enjoys spending time with his family at their cabin where they like to do water activities. He enjoys golfing in and around Calgary and is a big Houston Texans fan!
Susannah works closely with clients to create customized financial plans and manages their investment portfolios to help them meet both their present needs and achieve their future goals. Her extensive experience, proactive approach, and keen attention to detail make her a vital client resource and invaluable asset to the team.
Susannah has been part of the Bannatyne Wealth Advisory Group since 2013. She originally joined the industry in 2010 fresh out of the University of Victoria with a B. Comm. degree. She also holds a CERTIFIED FINANCIAL PLANNER (CFP®) designation.
In her free time, you can find Susannah biking or snowboarding in the mountains, enjoying the music of the Calgary Philharmonic Orchestra or out for a walk with her husband and their two English Bulldogs, Sammy and Tudor. A fun fact about Susannah: she studied in France for a semester in university where she nurtured her love for fashion, travel, and finance.
Sarah prides herself in delivering an exceptional client experience to our valued clients. She helps manage account related inquiries and requests and provides regular portfolio updates and reminders to clients throughout the year. She also provides relationship management support to the team to ensure clients are contacted based on their preferred schedule.
Sarah began her career in retail banking in 2010 while pursuing her Business Administration degree in finance at Mount Royal University. In 2015, she joined the Bannatyne Wealth Advisory Group. Her favourite part of her role is connecting with clients and learning about their families and personal stories.
Her weekends almost always consist of wining and dining with family and friends. In the summer, Sarah enjoys going for walks and bike rides with her husband and tending to their vegetable garden. Unlike most Albertans, she’s not a skier nor snowboarder and instead would opt for a sunny vacation to escape the cold.
Becky provides dedicated administrative and specialized support to our clients. She handles all account openings and updates and ensures that clients’ payments and transfers are processed in a timely manner. She’s also involved with much of the “behind the scenes” work to ensure that everything operates smoothly.
Becky brings tons of experience to her role – she originally started in retail banking as a teller in 2003 and has spent the last 10 years working in the investment advice industry. She is passionate about customer service and always does her best to help answer questions and find solutions.
Becky has two rescue dogs and a passion for animals. She loves to run (with her dogs!), play softball and golf, and go camping in the summer. She loves to watch the Blue Jays and goes to games whenever possible while she’s visiting her family back in Ontario.