About Macquarie

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David Bassett, BA (Econ./Poli.Sci.), CFP

Investment Advisor

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Preserving and shaping your wealth for generations

My team and I work closely with our clients to create customized and comprehensive financial solutions that meet their objectives and goals. We strive to build long-term relationships with our clients so that they can trust that we are there for them every step of the way through their financial planning journey. With over 35 years of combined industry experience within my team, we offer the knowledge, expertise and client service excellence that have made us the best in our business.

We are dedicated to providing financial peace of mind through personalized solutions, one client at a time. Our detailed analytical approach and strong commitment to client service distinguishes our team.

What's in a name?

Click here to watch our introductory video.

Forward Thinking

To learn about Macquarie’s enormous scale, global reach and track record of exceptional performance, please click here.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.