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This profile was last updated on 6/21/15  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...

Phone: (604) ***-****  
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

  • Retail Broker
    Pemberton Securities
  • Portfolio Manager
    HSBC plc

Board Memberships and Affiliations

  • Investment Advisor
    Pemberton Securities
  • Investment Advisor
    Royal Trust

Education

  • Bachelor of Business Administration degree , finance
    Simon Fraser University
11 Total References
Web References
Team Profile | Vertex One
www.vertexone.com, 21 June 2015 [cached]
David 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 business development and managing the portfolios of Private & Institutional clients. He has over 25 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 and is a licensed as a Portfolio Manager to oversee private client portfolios.
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 - Benefits and Pensions Monitor
bpmmagazinec.powweb.com, 31 Dec 2013 [cached]
David Wallin, Vice-president; Ste. 1920 - 1177 W. Hastings St., Vancouver, BC V6E 2K3 PH: 604-681-5183 eMail: dave@vertexone.com
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
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