David Chasson

CFA, LLB, MBA
Partner

Contact Information

David acts as a financial quarterback for his clients providing integrated financial advice, including financial planning, portfolio construction, risk management and estate planning advice.

Trained as a securities lawyer, David practised law with the Ontario Securities Commission. Prior to joining Creative Planning, David was a Wealth Advisor with a bank-owned investment dealer. He also spent a number of years as an investment banker with another bank-owned investment dealer.

David graduated from the joint LLB/MBA program at Osgoode Hall Law School and the Schulich School of Business. David is also a CFA charterholder.

Our Services

Being independent and not owned by an insurance company or bank, we’re able to leverage long-standing relationships with insurance and investment companies, always maintaining the position as your advocate — from the time of application to the timely delivery of a claim cheque.

Contact Us

Creative Planning Financial Group is based in mid-town Toronto and our attentive staff is always happy to serve you.

Contact us postmaster@cpfg.com

Creative Planning Financial Group
1867 Yonge St., Suite 500
Toronto, ON M4S 1Y5

P: (416) 487-5210