About Macquarie

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

Vice President, Investment Advisor

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Our services

Our products

Here is an outline of our diverse array of best-in-class investment products:

Equity investments

Equity and preferred share instruments from all major North American exchanges
Open- and closed-end mutual funds
Investment pools and structured products
Equity linked notes

Alternative investments

Hedge funds
Income trusts
Real Estate Investment Trusts (REITs)
Principle protected notes
Macquarie Equity Plus

Life insurance^† products

Life insurance^†
Disability and critical illness insurance^†
Segregated funds
Term certain and life annuities
Group insurance plans

Registered Education Savings Plans (RESPs)

Family plans
Individual plans

Retirement products

Registered Retirement Savings Plans (RRSPs)
Registered Retirement Income Funds (RRIFs)
Life Income Funds (LIFs and LRIFs)
Individual Pension Plans (IPPs)
Tax-Free Savings Account (TFSA)

Online access

Envoy – Live 24/7 Internet access to account information, market data, news and investment research
Electronic monthly statements

Research

Macquarie’s own award-winning analysts
Credit Suisse First Boston (CSFB)

^†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.