Why choose us?

You should always feel secure and confident both in your investments and the organization that is helping you plan for your future. Along with my associates, I offer the superior wealth counselling service that you have been seeking.

We take the time to discover what is most important to you and what you worry about and then we make your vision a reality. Through open communication and dependable investment expertise, we develop relationships with our clients that are built on trust and focused on protecting, preserving and growing their assets.

As a valued client of ours, you will be treated to concierge style service tailored to your individual needs. We are dedicated to bringing you the very finest investment counseling experience you have ever encountered.

Trust us to manage your financial future and bring you peace of mind, knowing we offer you:

Experience. With over 35 years of market experience, my associates and I are well equipped to provide wealth management services to high net worth clients. In any situation, a team with experience has a greater ability to focus on more details and understand your individual situation. In the financial markets, a strong upswing or downswing might cause an inexperienced Investment Advisor to deviate from your financial plan.

Our experience has taught us to factor in market volatility in our long-term planning, resulting in stable portfolios. Our experience and knowledge are essential to the portfolio development process: a defensive strategy offers protection during a bear market while allowing for growth during a bull market, and our fixed income know-how allows us to maximize our clients' return in their diversified investment portfolios.

Concierge level service. David, Gigi and Stephanie take pride in providing exceptional financial services at a concierge level. We do everything in our power to make your investment experience easy, enjoyable and informative. We constantly review and update our service platform in our uncompromising determination to meet your needs better.

Custom reporting and communications. We will provide confirmations, monthly statements, periodic performance reports, and web access to your account information. In addition, we conduct regular meetings to review your personal situation and provide financial guidance. Our communication and service practices are customized to suit your needs and preferences.

Flexibility. We have a number of service options for our clients, and can adapt to our clients' needs to ensure that we deliver the right solutions. Understanding that each client situation is distinct, we structure our services to reflect their unique parameters, resulting in satisfied investors.

Information, research and education. As our client, you will benefit from our industry insights, educational events and newsletters that inform you of important developments. We will ensure you are educated and comfortable about your assets and how we are managing them in context of the countless opportunities that exist in today's investment world.

Tax related reports. Filing taxes can be complicated when you own a variety of sophisticated investments. Upon obtaining your consent, we can liaise with your accountant to simplify this process for you. All necessary tax forms are mailed to you in a timely manner and are also available in PDF form for emailing.

A team approach. Following a true team approach, David Bassett has a team of professionals to attend to your needs. Everyone on David’s team is familiar with you and your portfolio, so you are always able to reach someone who can respond quickly. A team approach creates a broader view through collaboration. Even with our different perspectives, all of our members share a unified goal of ensuring you are the central focus of our business. Above all, our focus is on your satisfaction and success, which we achieve by putting your interests first at all times.

Integrity and trust. In any business relationship, trust is paramount. David Bassett and his associates keep all client information with the utmost level of confidentiality. Our open architecture environment gives our clients the flexibility to choose from an unlimited range of investment options. This flexibility will ensure that our clients can access the best solutions available in the investment industry.

The comments contained herein are general in nature and professional advice regarding an individual's particular tax position should be obtained in respect to any person's specific circumstances.