David Chasson Email & Phone Number
Partner, Wealth Advisor and Portfolio Manager @ Creative Planning Financial Group
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David Chasson Location
- Toronto, ON, CA
David Chasson Work
- 2014 -now Partner, Wealth Advisor and Portfolio Manager @
- 2014 -now Wealth Advisor and Portfolio Manager @
- 2011 -2014 Wealth Advisor @
- 2009 -2011 Vice President @ Geosam Capital Inc.
- 2005 -2009 Associate - Investment Banking @
- 2002 -2005 Legal Counsel @
- 2000 -2001 Law Clerk to the Chair, Office of the Chair @
David Chasson Education
- York University - Osgoode Hall Law School
LLB
1996-2000 - Schulich School of Business - York University
MBA (Finance)
1996-2000 - Wilfrid Laurier University
BBA
1992-1996 - North Toronto Collegiate Institute 1987-1992
David Chasson Skills
- Investments
- Strategic Financial Planning
- Estate Planning
- Financial Advisory
- Investment Banking
- Equities
- Investment Strategies
- Capital Markets
- Wealth Management
- Alternative Investments
- Mutual Funds
- Portfolio Management
- Fixed Income
- Investment Advisory
- Securities
- Equity Research
- Asset Management
- Valuation
- Asset Allocation
- Financial Modeling
- Bonds
- Mergers & Acquisitions
- Corporate Finance
- Investment Management
- ETFs
- Hedge Funds
- Private Equity
- Wealth Management Services
- Derivatives
- Financial Planning
David Chasson Summary
- David Chasson, based in Toronto, ON, CA, is currently a Partner, Wealth Advisor and Portfolio Manager at Creative Planning Financial Group. David Chasson brings experience from previous roles at Aligned Capital Partners Inc., BMO Nesbitt Burns, Geosam Capital Inc. and National Bank Financial. David Chasson holds a 1996 - 2000 LLB @ York University - Osgoode Hall Law School. With a robust skill set that includes Investments, Strategic Financial Planning, Estate Planning, Financial Advisory, Investment Banking and more. David Chasson has 3 emails and 2 mobile phone numbers on RocketReach.
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