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This profile was last updated on 8/16/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. David E. Wallin

Wrong David E. Wallin?

Vice President, Private and Insti...

Vertex One Asset Management Inc
1920-1177 West Hastings Street
Vancouver , British Columbia V6E 2K3
Canada

Company Description: Vertex One was founded in 1997 and currently manages $1.03 billion in assets. Your portfolio managers previously had a long history with very large bank-owned...   more
Background

Employment History

Education

  • Bachelor of Business Administration degree , finance
    Simon Fraser University
10 Total References
Web References
Team Profile | Vertex One
www.vertexone.com, 16 Aug 2014 [cached]
David Wallin, CIM
...
David E. Wallin, Vice President, Private & Institutional Wealth Services
604-681-5183
Mr. David Wallin joined Vertex One Asset Management in March 2002. He is responsible for the business development of Private and Institutional clients. He has over 15 years experience in the investment management business. Mr. Wallin started his career with Pemberton Securities as a retail broker before becoming an Investment Advisor for Royal Trust and later as a Portfolio Manager for HSBC Asset Management Ltd. David is a graduate of Finance from Simon Fraser University, has a Canadian Investment Manager (CIM) designation, and is a licensed Portfolio Manager.
Staff Biographies | Company Overview | HSBC Asset Management (Canada) Ltd. | Our World of Financial Services | HSBC Canada
www.hkbc.com, 27 July 2001 [cached]
David Wallin , Investment Counsellor , Private Client ServicesDavid has over 12 years experience in the investment industry , having started as an Investment Advisor with Pemberton Securities in 1988 , and then later worked as an advisor for Royal Trust & CIBC Trust.David also has experience in economic research , as well as financial planning in the areas of estates , trusts , and investments for private clients.He has a Bachelor of Business Administration degree specializing in finance and a minor in economics from Simon Fraser University.He is a Certified Investment Manager ( CIM ) and a Professional Financial Planner ( PFP ) through the Canadian Securities Institute and he has completed the Estate Planning course through the Institute of Canadian Bankers ( ICB ).Additionally , David is registered portfolio manager and a Chartered Financial Analyst candidate.
Frontain Yuen , CFA , Investment Counselor , Private Client ServicesFrontain joined the firm in February 2001 and is responsible for maintaining and developing the private client services business of HSBC Asset Management ( Canada ) Ltd. in Toronto.Frontain's last position was with the Bank of Montreal where she spent nine years in a variety of capacities , the most recent being Investment Manager with BMO Harris Private Banking.Prior to that , she worked for Standard Chartered Bank of four years as Branch Manager and Personal Financial Consultant.Her previous experience includes business development and staff training for various established firms.Frontain has a Bachelor's degree in economics and is a Chartered Financial Analyst.
Copyright Privacy Notice Terms and Conditions Corporate Disclosure FAQ
Company Profile | Vertex One
www.vertexone.com, 16 Aug 2014 [cached]
David Wallin, CIM
Real Estate & Alternative Investment Managers Directory - Benefits and Pensions Monitor
www.bpmmagazine.com, 1 May 2013 [cached]
David Wallin, Vice-president; 1920 - 1177 West Hastings St., Vancouver, BC V6E 2K3 PH: 604-681-5183 Fax: 604-681-5146 eMail: dave@vertexone.com
Vertex One - Asset Management Firm, Portfolio Management
www.vertexone.com, 25 Aug 2010 [cached]
David Wallin, Vice President
Mr. David Wallin joined Vertex One Asset Management in March 2002. He is responsible for business development of Private and Institutional clients. He has over 15 years experience in the investment management business. Mr. Wallin started his career with Pemberton Securities as a retail broker before becoming an Investment Advisor for Royal Trust and later as a Portfolio Manager for HSBC Asset Management Ltd. David is a graduate of Finance from Simon Fraser University, has a Canadian Investment Manager (CIM) designation, and is a licensed Portfolio Manager.
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