About Macquarie

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

Vice President, Investment Advisor

Home» Our vision» What makes us different

Our vision

What makes us different

We believe the one thing missing for clients in most financial relationships today is the coordination of their various advisors. Acting as personal wealth advisors to our clients, we ensure that our clients' lawyers, tax accountants and Investment Advisors all work together according to a cohesive wealth plan.

We also offer a customized approach to wealth management. We address the financial goals and unique requirements of each client through regular contact, ongoing account monitoring and review. That's our difference.

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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.