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2017-01-05T00:00:00.000Z

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Wrong David Wallin?

Mr. David E. Wallin

Direct Phone: (604) ***-****       

Email: d***@***.com

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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 investment counselors. These firms will remain nameless. It is sufficient to say that indexing p ... more

Find other employees at this company (26)

Background Information

Employment History

Investment Counsellor, Private Client Services

Hongkong Bank of Canada

Branch Manager and Personal Financial Consultant

Standard Chartered Bank Limited

Being Investment Manager

Bank of Montreal

Affiliations

Investment Advisor
Royal Trust

Investment Advisor
Pemberton Securities

Education

Finance

Bachelor of Business Administration degree

finance

Simon Fraser University

Web References (9 Total References)


Team Profile | Vertex One

www.vertexone.com [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.


Company Profile | Vertex One

www.vertexone.com [cached]

David Wallin, CIM


Vertex One - Asset Management Firm, Portfolio Management

www.vertexone.com [cached]

Dave Wallin, CIM


Vertex One - Asset Management Firm, Portfolio Management

www.vertexone.com [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.


Real Estate & Alternative Investment Managers - Benefits and Pensions Monitor

bpmmagazinec.powweb.com [cached]

David Wallin, Vice-president; Ste. 1920 - 1177 W. Hastings St., Vancouver, BC V6E 2K3 PH: 604-681-5183 eMail: dave@vertexone.com

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