Skip to main content

David Bailey

Investment Advisor

  • CFP®
  • CIM®
  • CIWM

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

Quarterly_Exchange_Newsletter_Web_Button_digital_10152019.jpg


4 pillars.png 

Financial Blindspots.png 


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.

REQUEST AN APPOINTMENT

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

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.

Oil prices march higher as OPEC calls emergency meeting

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O'Brien, portfolio manager, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market. 

Could COVID-19 foil your retirement plans? Here’s what you need to know.

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Tannis Dawson, high net worth planner, TD Wealth about planning for your retirement in the wake of the coronavirus outbreak.  

TD Economics

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

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

Global financial markets react to COVID-19

The volatility of financial markets in the past week is a great example of one of the hardest things to understand when investing: the difference between risk and uncertainty.

MoneyTalk - Don’t let fear rule your mind in times of crisis

Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments

Do you know someone who would benefit from my services?