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David Bassett

Vice PresidentInvestment Advisor

  • CFP®

Working together to help you achieve what truly matters to you

At David Bassett Wealth we believe an open and ongoing dialogue is key to the success of every relationship.

Before we propose any solution or make any recommendation, we will hold in-depth discussions with you and, if you wish, your family members and your other professional advisors.

These discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations you and your family share.

David Bassett uses a proven wealth management process designed to simplify the building of your financial future. Relevant, pro-active investment advice is a foundation of any wealth management strategy.

Our Investment Process

Our team will help you to articulate your personal and financial goals, develop your risk profile and define your investment objectives. We follow a distinctive and reliable process to create, implement and update your investment plan to address each of your life stages.

 


 

David has worked in the financial services industry for over 25 years, and has spent more than twenty years advising individuals on their personal financial plans and investments. He feels that this experience has given him a significant understanding of trusts and estate planning strategies.  It has also profoundly influenced the focus of his practice and his understanding of the multi generational issues we all face.

David holds his Bachelor of Arts in Economics and Political Science from McMaster University, and is a Life Insurance Advisor with TD Wealth Insurance Services. In addition to being a Registered Representative in the investment industry he has also completed the Personal Financial Planning Program (PFP) and holds the designation of Certified Financial Planner (CFP®).

As a member of a three-person professional panel David co-authored the report for the Federal Department of Finance that developed the Federal Tax Credit. This tax credit helps parents fund their children’s organized fitness involvement. Part of David’s experience includes four years working in Ottawa at a senior level, and two years in the Department of Finance working on taxation issues. Having worked in the upper echelons of government, banking, trust and investment industries, David has gained invaluable insights into most areas of the financial services industry, and how it impacts individuals.

Outside of Work, David is extremely active in his community, including being a past Director of the Port Moody Art Centre, and serving a few years as President of the Port Moody Aquarian Swim Club and as Vice President for Water Polo with the BC Summer Swim Association. In David’s spare time, he enjoys traveling and spending time with his wife and three children.

 




 

David Bassett Wealth is a 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

Welcome to TDAM Talks, our all-new podcast experience! Known previously as Market Perspectives, TDAM Talks airs weekly and takes you inside one of Canada's leading money managers with a rotating roster of guests.

Whether it be the latest market commentaries, fresh perspectives on trending topics, or thought-provoking dialogue on our investment process, TDAM Talks provides exclusive insights you won't hear anywhere else.



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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

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Do you know someone who would benefit from my services?