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David Bailey

Investment Advisor

  • CIWM
  • CIM®
  • CFP®

Wealth management that evolves as your needs, priorities and circumstances change over time

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David Bailey

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I lead a comprehensive wealth management team that believes in providing customized solutions to our selected successful families.

These solutions guide our families to help build the lifestyle and legacy that they have worked so hard for.

My business card indicates Investment Advisor as my title; however, we offer so much more than just investment advice.  

Since 1996 when I entered the financial industry with TD, I have found that every decision clients make in life revolves around the lifestyle they want for their families.

We utilize a structured six step process, to ensure every personalized recommendation we provide is helping to advance our selected families toward the lifestyle and legacy they are looking to achieve.

Over the years, we have identified three key reasons why clients have moved their family wealth under our guidance, and continue to introduce our consistent services to their relatives, neighbours and colleagues.

We listen actively to our clients to fully understand what is important to their families and welcome their questions and updates as we work together.
We provide timely information to clients in terms they understand, so they can make the best decisions for their family.
We stay in contact with our clients regularly to keep them aware of any changes that may affect their situation.

We work in collaboration with our client's team of professional accountants and lawyers, along with TD Specialists who specializes in wealth management, risk minimization, estate planning, and charitable giving strategies, to help grow, protect and enhance our clients’ financial lives.

I actively enjoy learning and continually work to enhance my knowledge to serve clients better. As a Certified Financial Planner (CFP®), Canadian Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM®) designation holder, I bring extensive education, ethics and over 15+ years of experience in the financial industry together to meet clients’ complex and changing needs.

We are looking to add ten selected families to our business over the next year. Please contact us today to see how we can collaborate to help you build a strong financial future for you and your family.

Thank you


ADDITIONAL CONTACT

Toll Free: (800) 775-0037
Fax: (905) 528-6897
Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

LANGUAGES

English

 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Planning for Major Purchases

Charitable Giving

Business Succession Planning

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

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Additional TD Specialists

John Cerio Estate Planning Advisor

Orlando Consoli Tax and Estate Planner

Anna Bozzo - Senior Private Banker

Jeff HalpernBusiness Succession Advisor


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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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With over three quarters of S&P 500 companies having reported, Q1 profits were on pace to grow by more than 10%. But markets have been less than impressed. Kim Parlee speaks with Damian Fernandes, Portfolio Manager, TD Asset Management, about equities that may weather the macro headwinds.

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The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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