"We support clients through good times and bad, helping them achieve more than they ever thought possible."
Meet the Team
Hi! We are the Bannatyne Wealth Advisory Group and we are your dedicated team for everything investments and wealth planning. The three of us, David Bannatyne, Susannah Law, and Sarah Keller have a combined 40 years of experience in wealth management, and our ultimate goal is to help you achieve what matters most to you. Whether it is saving for retirement, funding a child’s education, protecting your assets, or passing wealth to the next generation, we and your team of TD specialists thoughtfully and consistently work hard to help you achieve this. We are driven to deliver the best client service experience and our motto is: “good enough is never enough.”
Our proven approach
The personal relationship we establish with you is the key to offering tailored wealth strategies that help meet your short and long-term needs. This all starts with our team gaining a deep understanding of your values and vision of success. A key component of this process is reviewing the financial decisions you have made over the years, the goals you have set for yourself in the years to come, and the ways in which these goals, reflect what is important in your life.
What we do
- Uncover needs that you may not even know you have through an in-depth discovery using a behavioural finance process.
- Collaborate with TD specialists to ensure everyone on your professional team is on the same page regarding your goals.
- Create a robust wealth plan that is thoughtfully constructed with integrity, thoroughness and care.
- Provide investment solutions that are disciplined and comprehensive, with a balanced approach to wealth preservation and growth.
Discretionary portfolio management:
As a Chartered Investment Manager designation holder, David is responsible for building and managing your investment portfolio, as well as making day-to-day investment decisions on your behalf. By putting your investments in the hands of a professional who truly understands your financial goals, means that you can devote more time to what’s important to you.
Bannatyne Wealth Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.