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 principles

Our vision

Our principles

We believe that our business must be client focused. Our clients' interests come first and we know that if our clients are successful then we will be successful. We feel it is important to truly understand what is important to our clients and what our clients worry about the most.
We believe in providing our clients with true value-added advice and service. We continue to review and evolve our practices with uncompromising determination to achieve excellence.
We take great pride in our professionalism and believe that our clients' trust is earned every day. We constantly strive to anticipate the changing needs of our investors and will continue to develop services to satisfy those needs.
We believe in teamwork and that a team is better than an individual.
We believe it is important to work with our clients' interdependent relationships to ensure the execution of effective, coordinated, client focused strategies.
We believe it is important to protect our clients from unexpected events, and our practice of looking at the "worse case scenario" ensures our clients are prepared. Our due diligence efforts are extensive and thorough.
We believe that our integrity and honesty are reflected in everything we do. All of our practices demonstrate our principles and beliefs.

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.