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

Vice President, Investment Advisor

Home» Our services» Protection and insurance

Our services

Protection and insurance

Insurance^† is one of those products we all dislike paying for. However, there are some instances in financial planning for families in which insurance plays an important role in protecting your family. Some of these include:

The untimely death of the major income earner;
A serious illness or disability that affects your income and savings; and
When health services are required outside of Canada.

David Bassett is a licensed insurance^† agent and can handle your protection needs in context of your complete financial planning.

^†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).

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.