Our vision | David Bassett | Macquarie Private Wealth

About Macquarie

Select a country:
Australia	Indonesia	South Africa
Austria	Ireland	Sweden
Brazil	Japan	Switzerland
Canada	Korea	Taiwan
China	Malaysia	Thailand
France	Netherlands	United Arab Emirates
Germany	New Zealand	United Kingdom
Hong Kong	Philippines	United States
India	Singapore

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

Vice President, Investment Advisor

Home» Our vision

Our vision

Our disciplined approach to personalized wealth management

We believe that financial success comes through thoughtful planning, patience and discipline. Acting as personal wealth advisors to our clients, we follow our proven process to enable our clients to enjoy the benefits of a cohesive wealth plan that takes into account their legal, tax and investment needs.

My team and I work together with you to ensure that your needs are met and satisfied. We believe that our clients achieve greater peace of mind regarding their financial goals when we apply a disciplined process that increases our understanding of their circumstances.

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.