Our Executive Committee is comprised of industry veterans who bring a wealth of expertise to Raymond James Investment Counsel and are responsible for the strategic direction of the firm, day-to-day operations, and corporate governance.
David joined Raymond James Investment Counsel in July 2019 with a focus on building the portfolio management affiliation channel within Raymond James and was appointed as President of Raymond James Investment Counsel effective July 1, 2021.
Prior to joining Raymond James David was COO at a multi-family office and prior to that spent 7 years as COO at National Bank Correspondent Network. David has over 30 years’ experience in finance, investment operations, consulting and risk and regulation at a senior executive level. He has acted as CFO for both IIROC member and PM firms in addition to holding senior business development responsibilities. He has presented extensively at industry conferences and events and is actively involved in investment industry advisory boards, working groups and committees.
David is a CFA Charterholder, holds a Finance MBA from the Shulich School of Business at York university, and is a Chartered Professional Accountant (CA).
David Burnes is head of Raymond James Correspondent Services, the custodian for Raymond James Investment Counsel. David is an industry veteran who joined Raymond James in June 2013 from National Bank of Canada where he was the Chief Executive Officer of NB's Correspondent Network (NBCN) and instrumental in growing that business over the past 20 years.
Harvey brings over 30 years’ experience in senior roles in the custody and wealth management space to Raymond James Investment Counsel. We are excited about the knowledge Harvey brings that will help us further accelerate the growth of Raymond James Investment Counsel as one of the unique options Raymond James in Canada can offer to advisors and portfolio managers looking for true independence in their decision-making process both for their clients and their business.
His expertise in leading senior level client initiatives, including business development and client relationship positions him well to introduce new strategic solutions for independently-minded advisors and portfolio managers.
If you would like to contact Harvey he can be reached at [email protected] or 647.798.4019.
[email protected] Direct: 604-654-1355
Robb Bassett is responsible for protecting the integrity of the firm through oversight of regulatory compliance. His position also entails creating an environment for the Portfolio Managers and the clients that is conducive to creating the most effective wealth management solutions.