Bannatyne Wealth Advisory Group

10/14/2026

As Canadians face increasing financial pressures, many are reassessing their spending and saving habits.
While we can't control inflation or economic uncertainty, we can control how we plan for it. A thoughtful financial plan can help provide confidence today while keeping your long-term goals on track.

Survey finds most households feel less secure as inflation and essential costs alter money decisions

10/08/2026

A recent survey found that Canadian retirees draw 40% of their income from government benefits. The other 60% doesn't happen by accident. A retirement plan can help turn your savings into sustainable income for the years ahead.

Majority still say they are on track for the retirement lifestyle they want

10/06/2026

The breakdown of trade discussions between the United States and Canada has resulted in Prime Minister Carney turning to expanded trade with Europe . That raises two fundamental questions, discussed in the FP article here:

The breakdown of trade discussions between the United States and Canada has resulted in Prime Minister Carney turning to expanded trade with Europe. That raises two fundamental questions:

09/23/2026

We are honoured to be named Best Independent Agent for 2026 by SP Intelligence Canada, our second consecutive year receiving this award. This recognition reflects our growth, adaptability, and contributions to the structured products industry. Thank you to our dedicated teams for their integral role in our continued success.

Learn how you can join our entrepreneurial firm: https://ow.ly/iQkl50ZQC18

07/30/2026

“The future belongs to those who adapt early.” Encouraging investors to look ahead, James Thorne discusses the anticipated market correction and the importance of adapting to emerging trends. Learn more in his August coming soon.

Discover more of his market commentary: https://ow.ly/pmxG50ZuQnl

06/30/2026

“The game itself is changing.” In his July , James Thorne demonstrates how investors should reposition their strategies to capitalize on the new opportunities of Trump’s America First rebuild—or risk sitting on the sidelines. https://ow.ly/3sEV50ZiMfw

In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface game—the real action lies in the metagame, the contest over rules, incentives and narratives that shape outcomes long after today’s ...

06/19/2026

This weekend, we wish all the incredible and supportive father figures in our lives a happy !

06/17/2026

We recently had the pleasure of hosting a Women & Wealth webinar earlier this month and the conversations were incredibly meaningful.
From rising costs to living longer, many families are thinking more deeply about how to plan for the future. A key takeaway was the importance of having a clear, written financial plan which can bring clarity, confidence, and peace of mind. If you don't have a current plan, or would like to review yours, please reach out - we'd be happy to help!

Watch the webinar replay here: https://ow.ly/fh7U50Zcyz9

We can also forward you a helpful Aging Well Guide to help start important conversations around finances, health, housing, and personal wishes. Planning ahead is one of the greatest gifts you can give your family. Please reach out if you'd like us to provide you a copy of this guide!

If this sparks questions or conversations for your family, please get in touch. We look forward to connecting!

Canada Disability Benefit Launched in June 2025, the Canada Disability Benefit (CDB) is a new federal program providing monthly financial support to working-age Canadians living with disabilities. The benefit aims to reduce poverty and provide greater financial security for those who may face additi...

06/03/2026

Once again, Wellington-Altus Private Wealth ranked as Canada’s top-rated investment dealer in the 2026 Investment Executive Brokerage Report Card. We’re incredibly grateful to our partners for this honour—your trust continues to drive everything we do.

05/15/2026

Recent data highlights a gap between interest and reality when it comes to Americans relocating to Canada, reflecting broader economic and policy trends.