Bannatyne Wealth Advisory Group

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.

05/13/2026

https://ow.ly/MuKR50YZaIN
Some of the most helpful “adulting” advice isn’t about optimizing every second so much as it’s about removing unnecessary friction from your life

None of these are technically cheating, but they definitely feel like it.

05/08/2026

This weekend, we celebrate the moms and mother figures who invest their time and wisdom into our lives. Wishing everyone a happy !

05/01/2026

Yesterday, the 2026 Spring Economic Update was released, providing updated fiscal projections rather than major policy shifts. Our team breaks down the key highlights and their impact: https://ow.ly/foky50YSZ4U

04/30/2026

Ever paid tax on income you never received? Phantom income can result in an unexpected tax bill, without any cash arriving in your account. Our team breaks down what it is, why it happens, and what to do about it: https://ow.ly/uBN450YSQqv

04/27/2026

https://ow.ly/Z2Rp50YQxgf

04/23/2026

https://ow.ly/BHIK50YOxZJ

Alberta Premier Danielle Smith says Albertans will test out permanent daylight time and then a referendum will be held.

Alberta Premier Danielle Smith says only time will tell whether ditching twice-a-year clock changes was the right call.

04/16/2026

https://ow.ly/vFS250YKqgV

April 30 is the income tax filing deadline and if you owe money, that’s also the last day to pay before incurring penalties & interest. But the opposite side of the ledger doesn’t work quite the same - the CRA says it’s sitting on a pile of more than 10 million uncashed cheques.

More than 25 years worth of payments, from income tax refunds to old provincial payouts, is waiting to be claimed.