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David Bailey

Investment Advisor

  • CIM®
  • CFP®
  • CIWM

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.

Meet The Team

Janice Hinton

Client Service Associate


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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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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.

BoC keeps rates on hold, as pace of vaccinations lifts Canada’s economic outlook

The Bank of Canada keeps its key policy rate unchanged, and pledges not to raise interest rates until the economy recovers from the COVID-19 pandemic. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the outlook for Canada’s economic recovery.

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Out Adventures saw their bookings vanish when COVID-19 hit. Fortunately they were able to pivot and find success when a new opportunity arrived.

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TD Economics

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

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Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

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The Risks We Take

Who we are and how we behave can have a big impact on the financial and investing risks we take. Here are a few details from the most recent TD Wealth Behavioural Finance Industry Report, 2021 - A Behavioural Perspective on Risk (the “study”). Consider these findings the next time you talk to your advisor.

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Build back better: Ottawa tables multi-billion dollar budget

Ottawa released a federal budget aimed at leading the country through the COVID-19 crisis and to a post-pandemic economic recovery. Kim Parlee speaks with James Marple,  Senior Economist, TD Bank, about the government’s plans to build the economy back.

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