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Investment & Wealth Advisor
A distinguished Investment and Wealth Advisor, Bansi leads the team at Dattani Wealth Management, part of RBC Dominion Securities. He brings over 15 years of extensive experience in portfolio and investment management. His tenure at RBC Dominion Securities has been guided by a commitment to excellence and a deep understanding of the global markets and economic landscape.
Bansi's expertise lies in running a fundamental portfolio mandate and skillfully navigating the complexities of the global stock market. His approach is rooted in a comprehensive analysis of economic indicators and trends, ensuring a robust and resilient portfolio for his clients. In addition to his active portfolio management fundamentals, Bansi also utilizes option strategies to protect his clients' wealth.
At Dattani Wealth Management, Bansi and his dedicated team provide a wide array of services, including portfolio and investment management, corporate and personal estate planning, corporate and personal tax planning, insurance solutions, and comprehensive financial planning. These services are tailored to meet each client's unique needs, ensuring a personalized and effective overall wealth management strategy.
Specializing in working with high-net-worth families, particularly business owners, Bansi understands the intricacies and challenges they face. His approach is strategic and empathetic, focusing on long-term wealth preservation and capital growth while addressing his clients' immediate financial needs and goals.
Bansi's commitment to his clients extends beyond financial management; he is dedicated to building lasting relationships based on trust, transparency, and mutual respect. This client-centric approach has been a cornerstone of his success and reputation in the wealth management industry.
Associate
Garret is a dedicated Investment Associate with four years of experience in the wealth management industry. He embarked on a career path driven by a profound dedication to navigating financial complexities and guiding clients toward financial success.
In his role, Garret assists clients with day-to-day transactions, executes trade orders, and collaborates with Bansi to craft tailored and holistic financial plans that align with each client's unique objectives and aspirations. He enjoys having the opportunity to forge enduring partnerships with individuals, couples, and businesses, learning what matters to them and adapting strategies to help them triumph over obstacles and achieve their desired goals.
A graduate of SAIT with a Bachelor of Business Administration in Finance, Garret possesses a comprehensive understanding of financial principles and practices. As a Certified Financial Planner (CFP), he exemplifies a commitment to upholding the highest standards of professionalism and expertise in financial planning.
Beyond his professional endeavours, Garret enjoys the great outdoors. Whether hiking up or skiing down the mountains, trying to refine his inevitable slice on the golf course, surfing, or attempting to relive his junior hockey career, he embodies a spirit of passion, adventure, and relentless pursuit of excellence.
