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2014-12-31T00:00:00.000Z

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Wrong David Wallin?

David Wallin E.

Vice President

Vertex One Asset Management Inc

Direct 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 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

Advisor
Royal Trust & CIBC Trust

Investment Advisor
Pemberton Securities

Education

Bachelor of Business Administration degree
finance
Simon Fraser University

Web References (5 Total References)


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


Real Estate & Alternative Investment Managers Directory - Benefits and Pensions Monitor

bpmmagazinec.powweb.com [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


Features of the Program - MBA in Global Asset & Wealth Management - SFU BUSINESS, Canada

www.sfubusiness.ca [cached]

David Wallin , Vice President , Vertex One Asset Management Inc.


Features of the Program - MBA in Global Asset & Wealth Management - SFU BUSINESS, Canada

www.sfubusiness.ca [cached]

David Wallin , Vice President , Vertex One Asset Management Inc.


Staff Biographies | Company Overview | HSBC Asset Management (Canada) Ltd. | Our World of Financial Services | HSBC Canada

www.hkbc.com [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.
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