Dave leads the Bannatyne Wealth Advisory Group with the highest integrity and commitment to service excellence. He believes his role transcends that of Portfolio Manager and Investment Advisor to being his clients’ Chief Financial Officer. From helping clients grow and protect their wealth and provide guidance on tax and estate issues by collaborating with TD specialists, Dave strives to be the trusted advisor his clients count on for all their investment and financial planning needs.
Dave has built his practice on referrals and is passionate about cultivating meaningful and lasting client partnerships. Drawing on his three decades of industry experience, Dave develops strategies that reflect his deep investment knowledge, including positioning client portfolios for long-term success based on astute insights into today’s market realities. He works tirelessly to add significant value and believes that he instills confidence by doing what’s right for his clients – with dedication and consistency.
Dave also prides himself on being a walking, talking football encyclopedia. When he’s not taking in a game or coaching, Dave likes to spend time with his family at their cabin and proudly volunteers with the Calgary Stampede.