David Bannatyne
CIM®, BA
Senior Investment Advisor & Senior Portfolio Manager
CIM®, BA
Senior Investment Advisor & Senior Portfolio Manager
Visit our advisory group website to learn more about our team and approach:
Dave leads the Bannatyne Wealth Advisory Group and together they strive to elevate your service experience with integrity. He believes his role transcends that of portfolio manager and investment advisor to being his clients’ personal chief financial officer. From helping clients grow and protect their wealth to providing guidance on tax and estate issues, Dave strives to be the trusted advisor his clients count on for all their investment and wealth planning needs.
Dave has built his practice on referrals and is passionate about cultivating meaningful and lasting client relationships. Drawing on three decades of industry experience, he develops strategies that reflect his deep investment knowledge. His goal is to position client portfolios for long-term success based on his professional insight into today’s market realities.
Dave is married and has three sons and two dogs. On the weekends, he enjoys spending time with his family at their cabin where they like to do water activities. He enjoys golfing in and around Calgary and is a big Houston Texans fan!
We are aware of an ongoing Microsoft service disruption that may affect Outlook email and calendar functionality. As a result, some messages or calendar invitations may be delayed or undeliverable. If you need to reach your Advisor or Portfolio Manager, please contact them through Microsoft Teams or by direct phone call. You can find your Advisor or Portfolio Manager’s contact information here. Please note that all other business systems are functional.
We encourage you to remain vigilant during service disruptions, as threat actors may attempt to take advantage of these situations through phishing emails, text messages, or phone calls. Please remember that Wellington-Altus will never ask you to provide passwords, account credentials, or sensitive personal information, such as your Social Insurance Number (SIN), by email or text message.