David Chasson

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 a CFA charterholder and holds the Certified Financial Planner designation.
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.
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