Skip to main content

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.


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




University of Victoria, McMaster University


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.


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.

David's Newsletter Spring 2016

David's Newsletter Winter 2016

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Canadian big banks beats and misses

All but one of the Canadian big banks beat street estimates in Q1.  Kim Parlee speaks with Mario Mendonca, Managing Director, TD Cowen, about the outlook for the Canadian financial sector as the economy slows, and any potential impact from the Silicon Valley Bank collapse.

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

What the RRIF!? 10 common questions you may have

Many people know at least a little about RRSPs. But what about RRIFs? If you're in or nearing retirement, are you ready to begin the big conversion? Here's a quick guide to the world of RRIFs.

Do you know someone who would benefit from my services?