Senior Investment Advisor & Senior Portfolio Manager
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!
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.