David Bassett
Phone
Office Location
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 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 a Senior 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 can offer 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.
Phone
Fax
(604) 482-8427
Certificates
CFP®
Languages
English
Education
University of Victoria
Community Involvement
Port Moody Art Centre
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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.
Money Talk
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Money Talk
Cut out the noise.
Hear what matters.
Watch our top story now
Gearing up for 2024: Tax and rule changes coming in the new year
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Gearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Monthly Perspectives: The Perfect Gift
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Monthly Perspectives: The Perfect Gift
Read the latest from our Wealth Investment Office
Michael Craig on key investing themes to watch in 2024
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Michael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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David's Newsletter Winter 2016
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David's Newsletter Winter 2016
David's Newsletter Spring 2016
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David's Newsletter Spring 2016