FINANCIAL ADVISOR
David Chabot

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...