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Bannatyne Wealth Advisory Group

"Our discovery and wealth management approach is driven by what matters most to you"

  • 324 - 8th Avenue Southwest 12th Floor, Home Oil Tower Calgary, AB T2P 2Z2Map

At Bannatyne Wealth Advisory Group, we empower our clients to build and maintain their wealth, endeavoring to deliver financial fulfillment through a long-term, conservative approach to wealth management.

We pride ourselves on upholding the highest level of professionalism and integrity and work diligently to help ensure that our client's financial affairs are well looked after.
We are proactive in our approach and are committed to helping you to achieve your goals.

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.

ADDITIONAL CONTACT

Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

Going beyond the financial picture

Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.

    Meet The Team

    We're redefining private wealth management.

    At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

    REQUEST AN APPOINTMENT

    You have questions, I have answers. Let's have a quick chat.

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    Monthly Perspectives June 2018

    Embrace human behavior is the second principal of our Risk Priority Management philosophy, which we define as follows:

    Can your kids afford to inherit the family cottage?

    Early in their marriage, Pat and Marlene caught the cottage fever after summers of cottaging in rented properties.

    Stashing Your Cash

    Maybe you’ve checked your cash flow, and identified some extra money in your monthly budget to sock away, or maybe you’ve gotten a commission or bonus from your employer and are looking to put it aside for a rainy day.

    Do you know someone who would benefit from our services?