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Bannatyne Wealth Advisory Group

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

"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.”


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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.

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What we do

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  • 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.
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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.

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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

Behavioural Finance 
Uncover what drives your decisions

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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.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Fed rates could stay low through 2023 and beyond

The U.S. Fed keeps its key interest rate on hold while raising its outlook for the economy. But the Fed signaled that low interest rates will last through at least 2023. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the implications for U.S. economic growth.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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