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David Chabot, Financial Advisor

FINANCIAL ADVISOR
David Chabot

DFSA™
425 West Street North, Unit 6, Orillia, ON L3V 7R2opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement income strategies
  • Estate and legacy strategies

About David

With a deep passion for personal finance and investing, I have spent many years guiding clients through their financial journeys. This commitment has enabled me to build a specialized practice tailored to the complex needs of our clients—primarily retirees and business owners. Based in Orillia, we also serve many professionals in government, law enforcement and healthcare roles, understanding their unique financial situations and challenges.

As technology continues to streamline our lives, the importance of a genuine human connection has never been more apparent. Our approach centers on understanding the person behind the numbers first. Our process allows us to partner with...

Work History

  • Edward JonesApril 2019 to Current

Personal Interests

  • Camping
  • Rock Climbing
  • Spending Time with Family
  • Traveling
  • Technology

Team Members

  • Jennifer Esquivel Vega
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(705) 327-5888

Fax

(877) 335-9170

Office Address

425 West Street North
Unit 6
Orillia, ON L3V 7R2opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More