{"id":6,"date":"2019-07-02T14:01:40","date_gmt":"2019-07-02T14:01:40","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/bannatyne\/?page_id=6"},"modified":"2025-09-26T16:13:43","modified_gmt":"2025-09-26T20:13:43","slug":"home-2-2","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/bannatyne\/home-2-2\/","title":{"rendered":"Home-old"},"content":{"rendered":"\t\t
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Bannatyne Wealth Advisory Group<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Bannatyne\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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What we do<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tClick here to view our brochure<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Goal Based Planning + Advice<\/strong><\/p>

We review all facets of your current financial picture and identify opportunities for wealth preservation and growth, tax-efficiency, income generation, and estate planning. We then create a custom, robust wealth plan that is accompanied by an action plan and timeline. Connecting your wealth plan to investment strategy is the last piece of the puzzle.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Concierge Service<\/strong><\/p>

We thoughtfully and consistently work hard to elevate our clients\u2019 experience and believe it\u2019s important to stay connected through regular touchpoints. We aim to ensure that no box is left unchecked in terms of our client\u2019s financial well-being. We facilitate movement of funds to\/from your bank account, keep you informed about your accounts and investments, liaison with your professional team (i.e. Accountant, Lawyer, Banker) to provide documents and communications, and much more.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Investment Management<\/strong><\/p>

Our discretionary portfolio management offering allows you to devote more time to what matters most to you by handing the day-to-day investment decision making to David. Your portfolio will be built and managed based on your investment objectives, time horizon, and risk appetite. Our focus is to minimize volatility, pursue consistent returns, and help ensure proper diversification through enhanced asset allocation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Bannatyne Wealth Advisory Group finds an Award Winning Partner in Wellington-Altus <\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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One of Canada\u2019s Best Managed Companies<\/strong> five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Top-rated investment dealer in Canada six years running<\/strong> in the 2025 Investment Executive Brokerage Report Card<\/a>.<\/p>

Investment Executive 2025 Brokerage Report Card<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"WPA24-Winner\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Named Brokerage of the Year <\/strong>for our employee value proposition, advisor retention, client service, digital platforms and innovation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Awarded 5-Star Wealth Management Firm<\/strong>\u00a0for excellence in key areas supporting advisors\u2019 businesses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Independent + Unconstrained + Entrepreneurial<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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At Wellington-Altus Private Wealth, we value an independent approach to investing and wealth management. It\u2019s an approach that puts clients first.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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What Our Clients Are Saying...<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\tI\u2019ve been dealing with Bannatyne Wealth Advisory Group for over 20 years. They are the genuine article. They\u2019ve 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\u2019s not just about the money and finances for them. It\u2019s about developing and engaging in a life-long relationship. That\u2019s what I value most about them.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\u2014 Robert B.<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tWe 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\u2019t be where we are today financially without the stewardship from Bannatyne Wealth Advisory Group. We couldn\u2019t recommend them highly enough!\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\u2014 Don + Marjorie S.<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tWhen Dave and his team left TD it was a bit of a shock, but we didn\u2019t 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\u2019t 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.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\u2014 Dawn + Adam B.<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tWe were introduced to Bannatyne Wealth Advisory Group through a friend who has been a long-standing client, and we\u2019re 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.

\nOur portfolio is now truly aligned with our needs and goals\u2014and the results speak for themselves. Not only has performance exceeded our expectations, but the reduced volatility has given us far greater peace of mind.

\nWhat 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.\n

\nAt Bannatyne Wealth Advisory Group, it genuinely feels like it\u2019s always about us.\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t-Ron and Jane B. <\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tI\u2019ve had the pleasure of working with Bannatyne Wealth Advisory group for over a decade now, and I\u2019ve come to appreciate that they don\u2019t 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\u2019m at the point now that I don\u2019t 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\u2019m doing versus something that\u2019s gone wrong in my portfolio. I wouldn\u2019t hesitate for a second to recommend Bannatyne Wealth Advisory Group if you\u2019re looking for peace of mind. \t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t-Wendy M. <\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\tMy 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\u2014our family grew, our priorities shifted, and our goals became more complex\u2014Dave 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.

\nWhat\u2019s made the biggest impact is how well they\u2019ve gotten to know us\u2014not 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\u2019s what sets them apart. They\u2019ve earned our trust not just through expertise, but through genuine care, consistent support, and a commitment to doing what\u2019s 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.\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t-From R&R<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

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. Meet The Team What we do Click here to view our brochure Goal […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-6","page","type-page","status-publish","hentry"],"yoast_head":"\nHome-old - Bannatyne Wealth Advisory Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/bannatyne\/home-2-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Home-old - Bannatyne Wealth Advisory Group\" \/>\n<meta property=\"og:description\" content=\"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. 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