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David Bassett

Senior Investment Advisor

  • CFP®

Unlock the true value of your wealth

David has worked in the financial services industry for over 30 years and has spent more than 25 years advising individuals on their personal financial plans and investments. He has a developed a deep understanding of trusts, estates and the complexity of multi-generational planning.
 
David holds a BA in Economics and Political Science from McMaster University. He is licensed as a Registered Representative in his capacity as an Investment Advisor at TD Wealth Private Investment Advice and is a licensed Life Insurance Advisor with TD Wealth Insurance Services. David also holds the Personal Financial Planner (PFP®) and Certified Financial Planner (CFP®) designations.

David previously worked for the federal government, where he co-authored a report for the Department of Finance that led to a federal tax credit to help parents fund their children’s organized fitness. With his experience in government, banking, trusts and investments, David offers his clients valuable insights into many areas of financial services.

Outside of work, David is active in his community, having served as past Director of the Port Moody Art Centre, President of the Port Moody Aquarian Swim Club and Vice President for Water Polo with the BC Summer Swim Association. He enjoys travelling and spending time with his family and friends.

Key Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Toll Free: (888) 668-9966
Fax: (604) 482-8427
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427

LANGUAGES

English

EDUCATION

University of Victoria, McMaster University

COMMUNITY INVOLVEMENT

Port Moody Art Centre

 

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.

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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.

David's Newsletter Spring 2016

David's Newsletter Winter 2016

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

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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