David Chasson, Cfa Llb Mba Cfp
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David Chasson, Cfa Llb Mba Cfp Email & Phone Number

Partner, Wealth Advisor and Portfolio Manager at Creative Planning Financial Group
Location: Toronto, Ontario, Canada 8 work roles 4 schools
1 work email found @cpfg.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@cpfg.com
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Current company
Creative Planning Financial Group
Role
Partner, Wealth Advisor and Portfolio Manager
Location
Toronto, Ontario, Canada
Company size
34 employees

Who is David Chasson, Cfa Llb Mba Cfp? Overview

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Quick answer

David Chasson, Cfa Llb Mba Cfp is listed as Partner, Wealth Advisor and Portfolio Manager at Creative Planning Financial Group, a company with 34 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at cpfg.com and a matched LinkedIn profile for David Chasson, Cfa Llb Mba Cfp.

David Chasson, Cfa Llb Mba Cfp previously worked as Partner, Wealth Advisor & Portfolio Manager at Creative Planning Financial Group and Wealth Advisor & Portfolio Manager at Aligned Capital Partners Inc.. David Chasson, Cfa Llb Mba Cfp holds Llb from York University - Osgoode Hall Law School.

Company email context

Email format at Creative Planning Financial Group

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*@cpfg.com
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AeroLeads found 1 current-domain work email signal for David Chasson, Cfa Llb Mba Cfp. Compare company email patterns before reaching out.

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Profile bio

About David Chasson, Cfa Llb Mba Cfp

I help professionals and business owners build wealth and manage their financial affairs. I provide my clients with tailored financial plans (which I believe to be the lynchpin of any successful long term wealth management strategy), review their risk management coverage to ensure that nothing derails that plan, and construct customized investment portfolios that are optimized for tax efficiency.Note: Investment products are provided by Aligned Capital Partners Inc. (“ACPI”). Any advice which may be given in respect of non-securities services is given by your advisor solely, and no such advice is given in their capacity as an agent of ACPI. Accordingly, ACPI is not liable and/or responsible for any non-investment related business conducted by Creative Planning Financial Group. The Canadian Investor Protection Fund (CIPF) does not cover any non-securities related business conducted by Creative Planning Financial Group.

Listed skills include Investments, Estate Planning, Financial Advisory, Investment Banking, and 26 others.

Current workplace

David Chasson, Cfa Llb Mba Cfp's current company

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Creative Planning Financial Group
Creative Planning Financial Group
Partner, Wealth Advisor and Portfolio Manager
Toronto, ON, CA
Website
cpfg.com
Employees
34
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Company profile
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8 roles

David Chasson, Cfa Llb Mba Cfp work experience

A career timeline built from the work history available for this profile.

Vice President

Geosam Capital Inc.

Toronto, Canada Area

Apr 2009 - Jun 2011
Team & coworkers

Colleagues at Creative Planning Financial Group

Other employees you can reach at cpfg.com. View company contacts for 34 employees →

AP Andrew Prenick,B Comm,Cfp Andrew Prenick,B Comm,Cfp Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → JK Jonah Kagan Jonah Kagan Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → DC David Chasson David Chasson Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → KS Kyle Szames, Clu Kyle Szames, Clu Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → AR Ashley Robinson Ashley Robinson Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → CK Chasin Kalish Chasin Kalish Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → NL Niveditta Lukose Niveditta Lukose Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → SR Stephanie Raimundo Stephanie Raimundo Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → JM Joan Morrow Joan Morrow Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View → SA Stella Abraham Stella Abraham Colleague at Creative Planning Financial Group Toronto, Ontario, Canada, Canada View →
4 education records

David Chasson, Cfa Llb Mba Cfp education

Education record

North Toronto Collegiate Institute
FAQ

Frequently asked questions about David Chasson, Cfa Llb Mba Cfp

Quick answers generated from the profile data available on this page.

What company does David Chasson, Cfa Llb Mba Cfp work for?

David Chasson, Cfa Llb Mba Cfp works for Creative Planning Financial Group.

What is David Chasson, Cfa Llb Mba Cfp's role at Creative Planning Financial Group?

David Chasson, Cfa Llb Mba Cfp is listed as Partner, Wealth Advisor and Portfolio Manager at Creative Planning Financial Group.

What is David Chasson, Cfa Llb Mba Cfp's email address?

AeroLeads has found 1 work email signal at @cpfg.com for David Chasson, Cfa Llb Mba Cfp at Creative Planning Financial Group.

Where is David Chasson, Cfa Llb Mba Cfp based?

David Chasson, Cfa Llb Mba Cfp is based in Toronto, Ontario, Canada while working with Creative Planning Financial Group.

What companies has David Chasson, Cfa Llb Mba Cfp worked for?

David Chasson, Cfa Llb Mba Cfp has worked for Creative Planning Financial Group, Aligned Capital Partners Inc., Bmo Nesbitt Burns, Geosam Capital Inc., and National Bank Financial.

Who are David Chasson, Cfa Llb Mba Cfp's colleagues at Creative Planning Financial Group?

David Chasson, Cfa Llb Mba Cfp's colleagues at Creative Planning Financial Group include Andrew Prenick,B Comm,Cfp, Jonah Kagan, David Chasson, Kyle Szames, Clu, and Ashley Robinson.

How can I contact David Chasson, Cfa Llb Mba Cfp?

You can use AeroLeads to view verified contact signals for David Chasson, Cfa Llb Mba Cfp at Creative Planning Financial Group, including work email, phone, and LinkedIn data when available.

What schools did David Chasson, Cfa Llb Mba Cfp attend?

David Chasson, Cfa Llb Mba Cfp holds Llb from York University - Osgoode Hall Law School.

What skills is David Chasson, Cfa Llb Mba Cfp known for?

David Chasson, Cfa Llb Mba Cfp is listed with skills including Investments, Estate Planning, Financial Advisory, Investment Banking, Capital Markets, Strategic Financial Planning, Wealth Management, and Investment Strategies.

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